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!

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.

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

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.

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.

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

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!

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.

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.

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.

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.

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.

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.