LoanBoss 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

LoanBoss

4.9

(11)

Pricing

Starting at $12,000.00 per year

About LoanBoss

LoanBoss is a commercial real estate software that helps real estate investors build their portfolios and manage debt through centralization, visualization and automation. The platform generates custom debt reports.

LoanBoss creates a comprehensive database of loans along with automatic reporting and analysis that helps managers streamline decision-making. Teams can track historical and upcoming requirements for multiple lenders from within a unified dashboard. Users can make strategic decisions using live interest rate calculations, projections, and historical insights.

LoanBoss Screenshots

LoanBoss Pricing and Plans

Starting price: $12,000.00 per year

Free Trial

Free Version

Basic

$12,000.00

per year

No plan information available

LoanBoss Features

Popular features found in Loan Origination
Audit Trail
Automated Decisioning/Underwriting
Compliance Management
Customer Management
Electronic Signature
Financial Analysis
Loan Management
Loan Portfolio Management
Online Applications
Payment Collection
Workflow Management
More features of LoanBoss
Activity Dashboard
Alerts/Notifications
Cash Flow Analysis
Commercial Property Management
Contact Management
Critical Date Alerts
Customizable Reports
Data Visualization
Deal Management
Document Management
Document Storage
Email Alerts
Expense Tracking
For Brokers
Portfolio Management
Real-Time Data
Real-Time Notifications
Reminders
Reporting & Statistics
Strategic Planning
Visual Analytics

LoanBoss User Reviews

Overall Rating

4.9

Ratings Breakdown

91%

Secondary Ratings

Ease of Use

4.9

Value for money

5.0

Customer support

5.0

Functionality

4.7

Josh S.

Verified reviewer

Real Estate

201-500 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Game Changer

It's been great! The amount of value the product provides by not having to spend time compiling this information in house is fantastic. The team at LoanBoss is very customer friendly, super responsive, and always looking to implement solutions to meet our needs. They keep adding new features to constantly help add further value to an already great product. I don't want to imagine having to do my job without this product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to send in our loan documents after an acquisition and have the team at LoanBoss upload our all our material loan terms into one spot for easy reference was GAME CHANGING. The reporting function where I can quickly view tailored reports specific to our Debt Yield covenants, Prepayment penalties, Loan Maturity Schedules, etc is fantastic, as it frees up my own time to work on more projects that bring more value to our company.

Cons:

Although the reporting function is great, creating reports together yourself is not easy or intuitive. Fortunately, the team at LoanBoss does a great job being responsive and building any reporting features we ask for that are outside their standard reports they have already provided. The dashboards and widgets are great to see visually for quick snapshots while viewing on a device, but don't convert well to PDF's. For me and my company, I have to print off materials/reports to hand to my boss and the presentation of the reporting in the current format in LoanBoss does lend itself well to this function.

Jake K.

Verified reviewer

Real Estate

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed March 2021

Most responsive team I've ever worked with! Software itself has saved me countless hours.

Incredible from the start. They were extremely transparent during the pitch and demo process. They did all the heavy lifting in the onboarding process and did everything they could to minimize the work on my end. And their help doesn't stop there, once we were onboarded, they continued helping me to understand and adjust the software for my company's specific needs. You can really tell the whole team really cares about making my experience as best as it can be. Exceptional team and software!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Hard to choose between ease of use and customization. Everything is laid out in an extremely easy-to-navigate format, and the most relevant information I need comes in the right order. The way the software displays critical information to me makes making high-level decisions that much easier. Extremely accurate prepayment and loan proceeds calculations, where the different variables and assumptions are extremely easy to change. And if I ever need a tweak to the layout the LoanBoss team is always extremely responsive and willing to go the extra mile to make my life easier.

Cons:

They make my job too easy. Oh, and the [SENSITIVE CONTENT HIDDEN] is an eagles fan (beware).

Reasons for choosing LoanBoss

LoanBoss had very easy and accurate calculators for prepayment penalties. Overall layout looked better and was easier to navigate, and the pricing was good.

steve m.

Verified reviewer

Real Estate

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed April 2021

They made the decision easy

I like the product and I like the people. They are super accessible and responsive. They push me just the right amount. "hey, we have some new features, let's hop on a call". So I do and it's only 10 minutes and they ask me a couple of questions that I hadn't thought of. "what are you still managing in spreadsheets?" Hm, let me think.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's a great place to centrally store lots of documents and then you can decide how much automation and calculation you want the system to do. It's pulled disparate things together for us. Once the loan documents are there and summarized, then let's put appraisal copies there too. Then our legal org charts for those loans and lenders. Do we also do legal incorporation docs and EINs? No, that's a little too much and isn't used by as many users that benefit from the access in one system. We hired a new assistant controller right before year end. She had lots of questions on where to find all kinds of documents. We gave her access to LoanBoss and she loved it and grew her confidence quickly.

Cons:

Very little. Two different times I couldn't find something that I knew that I had uploaded. I emailed and got a reminder response quickly and without making me feel stupid. "Just click on details and your files will all pop up" which they did

Reasons for choosing LoanBoss

I started on a trial basis because they made it easy. we had a few people on our team either upload loan docs or email to the LoanBoss team and they did the upload and "curating". They made it easy and low cost as an intro. It was low risk and we hadn't really developed a good process for sharing info and files internally across our teams

Chris N.

Verified reviewer

Commercial Real Estate

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed March 2021

A Unique and Useful Software Supplemented by Outstanding Customer Service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LoanBoss's platform allows us to easily monitor and track our existing portfolio of loans - interest rates, loan balances, loan maturities, prepayment penalties, and many other elements - and allows us to separate and track our portfolio of loans however we'd like. One great feature that I've grown accustomed to using frequently is LoanBoss's prepayment calculator, which is able to estimate both Yield Maintenance and Defeasance Premiums for our portfolio's agency debt. Our initial integration and onboarding were seamless, and LoanBoss's customer service team - particularly [SENSITIVE CONTENT HIDDEN] - have been outstanding resources as we've built out the platform and have gotten training on the best ways to use the software.

Cons:

Hard to think of any negatives - each piece of feedback that we've provided to LoanBoss has been taken into consideration and implemented within the software shortly thereafter.

Brock W.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

Great Decision for Our Organization

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We’ve found LoanBoss to be an invaluable part of managing our portfolio and adjusting strategies in such a dynamic environment. There are very few vendors that feel like partners, but I can honestly say the LoanBoss team treats our business like their own.

Cons:

I look forward to the product maturing, but I wouldn't consider this a minus. The ground up build has allowed for LoanBoss to remain nimble.

Ryan M.

Verified reviewer

Commercial Real Estate

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed May 2021

LoanBoss - The go-to debt management platform

We were in desperate need of a debt management platform and LoanBoss has proved to be the best solution for us. If there was every any discrepancy in the data or I had specific questions on how something works, LoanBoss was quick to fix any issues and address my questions. Very happy with the team and glad we finally decided to pull the trigger on this platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The LoanBoss team was great to work with throughout the onboarding process. Their attention to detail and prompt responses made setup a breeze. The site is easy to navigate and it's great having the ability to pull up loan docs directly from LoanBoss to dive into more details if needed. The LoanBoss team continuously improves the software based on user feedback and, as a result, makes the platform better the more you use it.

Cons:

When LoanBoss first switched over to the new/updated UI a few months ago there were a few bugs. The team was very quick to address any concerns and we haven't had any issues since.

marc e.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

Every Asset Manager NEEDS LoanBoss!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LoanBoss has enabled us to centralize and organize all of our loan data into a single location with ease of access and customization for our entire team. Instead of spending critical time searching through folders and excel spreadsheets, we are able to make better decisions faster

Cons:

Nothing! the software has been great for us.

Blake B.

Verified reviewer

Real Estate

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed April 2021

LoanBoss Software Review

[SENSITIVE CONTENT HIDDEN] were great to work with and LoanBoss has helped our company tremendously. With the software, our company is better positioned to make sound investment decisions for our investors.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LoanBoss is a great tool that our company uses on a daily/weekly basis. Our company used the prepayment penalty estimator most frequently as we look to sell properties within our portfolio. This tool was accurate, easy to use and provided us with the ability to make sound investment decisions. The software is also great for looking at our debt portfolio from a high-level and also, allows us to dig into property specific information. Additionally, REO schedules and FNMA/FMAC reports are extremely helpful and are great for presenting information to investors and management.

Cons:

I don't have any negative feedback for LoanBoss.

Reasons for choosing LoanBoss

N/A

Payne H.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Easy to Use, Great Customer Service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The LoanBoss team will work to customize the product to your business. In addition, the product is easy to use/learn and the team is responsive with any problems that may arise.

Cons:

Any features that may be missing, the team will work with you to integrate. No issues at this time.

Tom B.

Verified reviewer

Real Estate

11-50 employees

Used other for less than 2 years

Review source

Reviewed March 2021

Gain an edge!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

LB is very easy to use, and the ability to run scenarios at the touch of a button has become an invaluable component in our hold/sell analysis at investment committee. We are constantly searching for ways to use technology to gain an edge, and be more efficient with time and resources, and LoanBoss fist the bill perfectly!

Cons:

If there's something imperfect about the software, let the LB team know, they'll make it right!

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LoanBoss 2026: Benefits, Features & Pricing

Overview

About LoanBoss

LoanBoss Screenshots

LoanBoss Pricing and Plans

LoanBoss Features

LoanBoss User Reviews

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