AutoPal Software


 

AutoPal is a cloud-based loan management solution designed for small and midsize loan servicing companies. It offers interest calculation, lease calculation, auditing, loan creation and communication functionalities within a suite.

Users can calculate loan interests using different methods including simple interest calculation, lease calculation, rule-of-78 and payoff calculation. The product also helps users audit loans using note tracking, system note logging, promise tracking and insurance tracking.

AutoPal also features loan creation, which allows users to define criteria for loan applications and accept online application based on the criteria. Users can also create guidelines and workflows for the loan application and onboarding processes. Users can track the status of loan collaterals, upload images of the collateral items and track total profits and share of the investors.

Support is offered through an online knowledge base.

 

AutoPal - Loan management
 
  • AutoPal - Loan management
    Loan management
  • AutoPal - Transaction
    Transaction
  • AutoPal - Debit payment
    Debit payment
  • AutoPal - Payments
    Payments
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

34 Reviews of AutoPal

Showing 1-20 of 34

 

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Greg from Uloan Canda

October 2017

October 2017

NEW TO AUTOPAL AND VERY HAPPY FAR!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

My firm purchased autopal for our lending business in September after trying a handful of different free trials out there. AutoPals software was the most user friendly and intuitive of the trials and we have been very happy to date. The support team has been very helpful in getting us up and running as we onboarded 50 plus loans. I find the flexibility of the software to be its biggest advantage and we have only scratched the surface of what it can do i think. So far very good!

Cons

Initial support and setup time could be greater as that cost can add up quickly.
Greater flexibility for" interest only" loans would be helpful in my situation.

Source: Capterra
 

Judy from Eq Finance
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

So far very good.

Ease-of-use

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Value for Money

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Convenient way to control your database

Pros

It has all the functions you need from processing loans to collection. Very easy to use and support is awesome.

Source: Capterra
 

Keri from EagleRider Motorcycles

June 2017

June 2017

Easy to use software

Ease-of-use

Functionality

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Value for Money

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Pros

The easy access to modifying a loan in the system.
The multiple options of forms that can be sent to customers.

Source: Capterra
 

Lisa from Long Valley Leasing & Financial Services
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very easy to set up and use. Would definitely recommend!

Ease-of-use

Functionality

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Accurate and simple loan management. Very "user friendly" for our staff and our customers.

Pros

Provides all the pertinent information for loan management at the click of a button. Simple and convenient navigation for the customer with online access and payment options. The very few times we have had technical problems, AutoPal's technical group has an immediate answer, and has everything up and running very quickly.

Cons

Doesn't account for "Lease Income" separately. The additional "tools" are quite expensive. The website offered is very limited in "edit" options.

Source: Capterra
 

Michael from DepositCloud

May 2017

May 2017

Support that takes you to the next level!

Ease-of-use

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Pros

With limited exposure to the software we had a lot of initial questions, support team is A++++. You can't go wrong with a company that actually supports their product to this level!

Source: Capterra
 

Michael from Livery Loans LLC

May 2017

May 2017

The ONLY software worth using!

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Pros

I can't say enough great things about Autopal! It is easy to use, the functionality is amazing, the vendor integrations are perfect, and the support staff are beyond helpful and such nice people! Autopal is the best!

Source: Capterra
 

Mary from Cetan Funds

April 2017

April 2017

Real Estate or Business to Business Lenders

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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My company is a private real estate lender with business to business term and line of credit loans. The software is made especially for auto loan and lease companies. I should have utilized the free trial tool prior to scheduling my live demo to test the functionality for lines of credit and fund reporting. It has taken me a bit to get the system configured correctly to suppress unneeded fields, but that is likely my own deficiency. After reaching out a few times we got all of my issues resolved. The support group is courteous and patient, and have helped me resolve the issues and configure reports to get accurate information from the system. Just be aware that this is a business to consumer platform and functions best for term loans with set regular payments. You can make it work though for other types of loans, you just have to understand how the system works and configure some custom reports and emails. Utilize the free trial and book multiple loans, make payments and advances, etc. so that you can see how the system works. Overall, for the money it was a good investment for us, as we are low volume and can manage the loan portfolio with some customization of the software. Compared to other software designed more for business to business loans it¿s a real value.

Source: Capterra
 

KERI from EAGLERIDER FINANCE LLC

April 2017

April 2017

AutoPal Software

Ease-of-use

Functionality

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Customer Support

Ease-of-use
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Support

We have been using the Autopal system for a few years now, and we are beyond impressed with the system and the easy use of it.

PROs: Alerting the Customers for us, Quick response from the Support Team, the different settings we can use to have the system do what we need. CONs: Cant think of any at the moment

Source: Capterra
 

CARLOS from ETERNAL FINANCE CORP

April 2017

April 2017

awesome software!

Ease-of-use

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Value for Money

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awesome and mark was outstanding, very oriented. I would never use another software company, except autopal,

Source: Capterra
 

Diana from Windsor Quick Funding

March 2017

March 2017

Friendly customer service and tech support and great software. Keep it up!

Ease-of-use

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Ease-of-use
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It is good to have knowledgeable representative to help out from Auto Pal. Usually I would learn by watching the training video and call in for support if necessary. We do find times where business hours are limited.

Source: Capterra
 

Dylan from Universal Education Strategies

March 2017

March 2017

AutoPal Review

Ease-of-use

Functionality

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Value for Money

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I have been working closely with the AutoPal software to manage thousands of loans. I've been through almost everything they have to offer (at least it seems) and it still surprises me to this day when I get lost in something how easy it turns out to be. I'm very satisfied with the ease of use with this software.


AutoPal is easy to use and there are a lot of features.The technical support team is very quick in answering when you call. Also I really like how the UI is very pleasing to the eye. Retroactively fixing things is a little harder then I would like. If you don't have your settings right in the beginning it can cause problems down the road. Resources via "My Accounts" tab is not helpful in the grand scheme of things. For example, I think the videos provided on the site are more confusing than they are helpful. We have found the wordpress articles to be much more helpful.

Source: Capterra
 

Nathan from Credit River Capital Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Crucial Loan Servicing Software for a Growing Company

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We have partnered with Autopal since 2014, and the software has helped us streamline many processes in funding, administration and collections. Autopal helped propel our company to operate leaner, more effectively and efficiently. The software and customer service team have been supportive and accommodated our considerable growth. Another benefit of Autopal is its partnerships with third party companies (e.g. credit reporting, eft, etc), which enabled the system to be a "one-stop shop" for servicing loans. We would highly recommend Autopal to other lenders and BHPH dealerships for its ease of use and the great customer support team.

Source: Capterra
 

Debbie from Sienna Transportation Finance

March 2017

March 2017

Daily use in the trucking industry. Entering loans and utilizing the custom documents feature.

Ease-of-use

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Entering a loan is quick and easy, however sometimes to match our payment schedule we have to use the the "roll payment" feature. In the past I've had to contact AutoPal and was made aware that at times the decimal has to be changed to accommodate the payment amount exactly.

Source: Capterra
 

Beverley from Argentum Financial, LLC

March 2017

March 2017

Overall, my experience has been good. The AutoPal support staff is professional, knowledgable, and g

Ease-of-use

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The software is easy to use, but purely from an accounting standpoint, I wish I could get more reports on a historical basis. For example, I would like to know the DPD of every account at month end, but I cannot get this unless I schedule an automatic report to be generated midnight the last day of the month. I wish I could get reports on any day of the month that would provide me with information as of a date in the past. Because loan transactions change constantly (payment reversals, charge reversals, non-accrual, etc) it would be great to get ALL reports (not just the reverse calc report, payment breakdown, and payment log) that reflect transactions that have changed in whatever information I am seeking.

Source: Capterra
 

Ruth from Allan D. Financial Inc.

March 2017

March 2017

There's a lot to learn, but it is an excellent tool. It really helps you with managing customers' ac

Ease-of-use

Functionality

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Ease-of-use
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Quality
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Pros: Customer Service answered all our questions Cons: Setting up our account took slightly longer than expected

Source: Capterra
 

Jordan from Pibco FInancial Inc.

March 2017

March 2017

This software has been invaluable to our company and look forward to learning more applications that

Ease-of-use

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Is an Excellent loan management tool. Wish that modifications and advancements would be transferred to the customer account in quickbooks. Have had some slight issues with some data being transferred into the accounting software. Also would be nice to have automatic notification to be send when clients are on there last payment. Support team have excellent customer service they are always helpful and very nice to talk with.

Source: Capterra
 

Valerie from Kings Firearms and More

March 2017

March 2017

Although new to this software, I have been working with it long enough to realize its value. I have

Ease-of-use

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Pros: flexible, easy interface, customizable, good support. Cons: shows fields which are not necessary to my business (easy enough to ignore). Support has been friendly, patient, and helpful. I look forward to working with them again in the future as our needs change.

Source: Capterra
 

CAROLINA from AMF FINANCIAL GROUP

December 2016

December 2016

EXCELLENT SOFTWARE

Ease-of-use

Functionality

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Value for Money

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I USE AUTOPAL EVERY DAY AND I LOVE IT. IT'S A VERY COMPLETE AND EASY TO USE SOFTWARE. THE TRAINING VIDEOS ARE VERY USEFUL. I STRONGLY RECOMMENDED.

Source: Capterra
 

Merry from No Limit Financial

November 2016

November 2016

Small Loan Company

Ease-of-use

Functionality

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Value for Money

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We are a small loan company that does both collateral and non-collateral loans. The Autopal system has been very easy to use across the board.The site has good general settings and is also very customizeable. The staff have not had any trouble adjusting to it and find that they are able to be as detailed on accounts as their required. the support staff are the best we have ever had with any service. they are prompt, efficient and pleasant. All issues big and small were handled with the day requested if not immediately. we have had 3 other systems prior to Autopal and we would take it over any of the others.

Source: Capterra
 

Nancy from All Family Finance

April 2016

April 2016

DOESN'T WORK AND THEY WON'T LET US OUT OF CONTRACT

Ease-of-use

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We had an unusual set up and need. I spent extensive time with sales staff and trainers to make sure that it could be made to fit our needs and was reassured and promised repeatedly that it would. So, i signed up. We spent months trying to get it to work the way they said it would. Their tech staff tried, but their setup just doesn't work for what we need. I'm a business owner, so i understand that sometimes no matter how hard you try, it doesn't work for a customer. But that's when a good business would let you out of the contract. I paid a substantial ($2500) set up fee that I have no issue with them keeping. I just want to not have to continue to pay the monthly fee for a software I can't use. They refused. I filed a BBB complaint after their refusal to act reasonably. They have ignored it. I don't see any effort to do what's right.

Source: Capterra