Margill Loan Manager 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Margill Loan Manager

4.8

(48)

Pricing

Starting at $295.00 per month

About Margill Loan Manager

Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan types including personal, corporate, intercompany, auto, litigation, mortgages and lines of credit.

Key features include amortization, regular and irregular payments, interest-only loans, escrow management, post payments, automatic fees, electronic payments, alerts and multicurrency support. The software allows users to import their existing data using Excel sheets or JSON files.

Margill Loan Manager allows users to create their own rules for fees. Users can set email and SMS alerts or reminders for late payment fees and request documents such as financials or proof of insuracne from clients.

The reporting features allow users to create various report types including amortization tables, record lists, accounting reports, statements, invoices and a cool dashboard. Reports can also be printed and exported to Excel or PDF and sent to clients in bulk.

Margill Loan Manager Screenshots

Margill Loan Manager Pricing and Plans

Starting price: $295.00 per month

Free Trial

Free Version

Self-Hosted Licensing option

$3,995.00

one time

No plan information available

SaaS/Cloud Licensing option

$295.00

per month

No plan information available

Margill Loan Manager Features

Popular features found in Loan Servicing
Accounting
Amortization Schedule
Automatic Funds Distribution
Collateral Tracking
Compliance Management
Contact Management
Document Management
Loan Portfolio Management
Payment Collection
Reporting/Analytics
More features of Margill Loan Manager
Accounting Integration
ACH Payment Processing
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Audit Trail
Auto Loans
Borrower Management
Business Loans
Cash Flow Management
Client Database
Client Portal
Commercial Mortgages
Construction Loans
Credit Reporting
CRM
Customer Database
Customer Statements
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Digital Signature
Document Storage
Electronic Payments
Escrow Management
Financial Analysis
Financial Management
For Borrowers
Government Loans
Investor Management
Lead Management
Lender Search
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Online Applications
Payment Reminders
Payment Tracking
Pre-Qualification
Promissory Notes
Property Tax Management
Real-Time Reporting
Reporting & Statistics
Residential Mortgages
Role-Based Permissions
Search/Filter
Secure Data Storage
Status Tracking
Student Loans
Third-Party Integrations
Transaction History
Visual Presentation

Margill Loan Manager Integrations

Microsoft Excel

QuickBooks Online Advanced

Margill Loan Manager User Reviews

Overall Rating

4.8

Ratings Breakdown

81%

17%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.6

Sheri L.

Used daily for more than 2 years

Review source

Reviewed December 2017

Utilize software to administer 4500+ client mortgage files. This software has been exceptional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Margill representatives have been very good with us. Pros are ease of entry of information onto the system, ease of creation of custom reports for export and merge(s), flexibility of the software/program providing options for subsidized loan payments, actual loan payments and ability to enter multiple interest rates and ability to change interest rates as well as the feature to have multiple loans under one client (borrower). We have been using this software since 2012 and it has been flexible enough to accommodate loans and mortgages with very specific idiosyncrasies. Any and all issues encountered with the software and/or system performance have been resolved in a timely/professional manner by Margill representatives.

Cons:

We have experienced a few minor performance issues over the years, however, they have been dealt with and addressed satisfactorily in a timely manner each time with great support from Margill representatives. We have been able to access and use the software everyday since installation with any downtime being minutes to hours, not days. WE CAN NOT AFFORD ANY DOWNTIME WITH OUR LOAN SYSTEM.

Luke W.

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2017

Positive for the whole time we have used it

Simple, low cost solution. Great for a start up or small business to manage all types of loans. It has helped us grow out customer base substantially and keep clear records of all the transactions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to add-in unlimited fields for information gathering, record keeping and future analytics is really helpful. The calculations are correct and there are variations to the standard loan amortisation calculations which suites some alternate situations. Most of all we have really appreciated the high level of support provided by the Margill team and the low cost to implement and use the software.

Cons:

Simply that is was a new system and therefore just navigating around it was a unique experience but if you can get used to all the shortcuts etc it is actually really simple. The main item we miss is the ability to access within a web browser as it needs to be hosted somewhere. The offset of this is you, the user, have more security of data.

Pauline C.

Used unspecified for unspecified

Review source

Reviewed December 2016

Review for Margill Loan Manager software

The Prescott-Russell Community Development Corporation (PRCDC) has been using Margill Loan Manager software since 2013. With Margill, we can create reports for all our needs and the needs of our clients, whether for a general or specific report, with the huge field base, equation management, standard or tailored reports. The calculation tables (depreciation) are clear and very precise. Even tasks such as correspondence, databases, global calculations, individual calculations, and billing are done with ease. It is a user-friendly, professional software, and a charm. We would also like to note that the support of the Margill team was and is still phenomenal and on behalf of the SDCPR, we thank you.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Christopher C.

Verified reviewer

Banking

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2020

Margill is Great Value

Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization.

Cons:

How the information is presented takes some getting used to and there are some details of the system that do not agree with how the information should be presented or what is expected. [SENSITIVE CONTENT HIDDEN] offered several work arounds for us and we are looking at these options now.

Reasons for choosing Margill Loan Manager

Value and functionality.

Reasons for switching to Margill Loan Manager

Old, unsupported system was in need of replacement.

Vendor Response

Thanks for this Christopher. I'm curious to find out more about the information presentation aspects you mention.

Replied November 2020

Rainbow Z.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

good product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to customize the software yourself to meet your needs.

Cons:

Hope it can eventually become an accounting system that specific in mortgage.

Reasons for switching to Margill Loan Manager

Hard to customize. The system wasn't able to adjust into our need.

Vendor Response

Thank you for the review Ms Zhu. Fortunately, Margill Loan Manager will never become a full-fledged accounting system since our core is mathematics and loan servicing capabilities. Don't forget, you can include your general ledger accounts in Margill and extract any accounting information from the system in seconds and export the data to QuickBooks, Sage, Excel, CSV and TXT formats. We can even customize to any other accounting package. If I am not mistaken, your were using TMO before switching to Margill...

Replied June 2020

Arlyn P.

Gambling & Casinos

51-200 employees

Used daily for less than 2 years

Review source

Reviewed January 2019

Excellent Software for Loan Management

Margill Loan Manager has simplified the way we manage our loans, saving us time as we don't have to create separate Excel amortization tables or go to a separate documents to post interests; we can keep all the loan information in just one place, and the information/reports are accurate. Great software and excellent customer service!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that this software is user friendly, easy to use, to learn and to manage the loan data.

Cons:

So far, this software is perfect for our Company; the only inconvenient I have experienced is that when listing several payments due on the same date, the report only takes the first listed amount.

Vendor Response

Thanks for this Arlyn. As for your issue, I think you are choosing the field called "Next Due Payment". The software looks for the next Due payment but can only take the first one it sees. We rarely see multiple Due payments on the same day - these would usually be combined to one due amount. We can talk about your particular need together and why you do it this way. Will call you.

Replied January 2019

Michel D.

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2018

Responding to our needs in Loan MANAGING. Very user friendly.

Help our co. to expand faster and help every department to improve quality work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Affordable and easy to install . No bug and no high costs developping. Time for training was very low and everyone was happy to use a so powerfull tool.

Cons:

Letters and documents should be improved as .doc instead of .rtf , but it is working like it is. We would have purchase this software many years before if we knew it was available on the market.

Vendor Response

Thank you for this Mr. Desjardins. The good news, in our version 4.4 now being released, we have vastly improved the document merge module and can now merge to Word (and PDF of course) and can even include start-of-loan-to-date, year-to-date and previous reporting period data in your statements .

Replied February 2018

Maxime S.

Verified reviewer

Banking

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

The right fit for a small mortgage loan company like Financière Victoria

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I can't imagine going back to an Excel & check protocol. Margill allowed our company to grow and streamline the process. It is very easy to use for me and my assistants.

Cons:

The possibility to access the database remotely could be a must, especially in Covid time.

Vendor Response

Thank you for this Maxime. As for access remotely in these special times, you can remote into your server (by RDP connection or other. We also offer Margill on the Cloud (Azure) as a service (SAAS).

Replied December 2020

Alanna L.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed November 2021

A great loan management system

Margill has been hugely helpful for my firm, helping us to keep track each bespoke deal when our firm is growing at a fast rate.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports. It is great value for money. [SENSITIVE CONTENT] at Margill has been a delight to work with, he has been incredibly helpful helping us adapt Margill to suit our firm.

Cons:

It would be great if we could use Margill to calculate risk on our deals: principal repayment profiles for the portfolios, interest rate sensitivity analysis and credit analytics.

Reasons for choosing Margill Loan Manager

The features, the price and the team.

Vendor Response

Thanks very much for this Alanna. We should discuss the needs your outilined. You can do quite a bit with "Equations"

Replied November 2021

Mickey M.

Used daily for more than 2 years

Review source

Reviewed December 2017

The Margill team is very responsive and has demonstrated flexibility whenever needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our company needed custom software that was difficult to find in the open market - we chose to purchase Margill which did not meet our exact needs out of the box, however, the team crafted a customized solution that has served us well. Cust Support and the team understand client needs and provide a personalized experience.

Cons:

It would be great if the software evolved to have some more CRM functions in the future. Otherwise, as far as a loan management system is concerned, this is a good option.

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