Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
5.0 / 5
Customer Support
5.0 / 5
Functionality
4.5 / 5
Pros
"Great price. Easy to use interface. Custom loan invoices. Very easy to get customer support when needed."
"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. "
"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
"Would like more video tutorials as we probably only use a fraction of the software's capability. We find video tutorials more effective than most manuals."
"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."
"The only regret is that I didn't buy it sooner."
Margill Loan Manager Reviews
Filter by:
December 2017

Abneesh from FlexFi Inc.
Company Size: 11-50 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2017
We have been using MarGill for over 4 years and are very satisfied with the services provided.
Pros
The software is user friendly and regular updates with new features are provided. It is very flexible to meet your business model and you can customize the reports to what you want to see. Usually there are pre-set reports in other softwares and I personally love this feature. They provide exceptional Customer Service. Questions and concerns are addressed right away. It is the Best cost to value software out there in the industry.
Cons
The only thing I gave 4 stars was at Features and Functionality, the software has improved a lot over the past years and our feedback and is always listened to and added on to the next update. Cust support and the team have been continuously evolving the software.
December 2017
Steve from Charing Capital
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
Excellent software with great support
Pros
We have used Margill for 3 years to monitor our growing private mortgage and auto loan business. We have hundreds of loans under management. We are a family office with our own money at risk. We would not use a software product that didn't deliver the information we need. We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows. If the software doesn't meet someone's requirement during a demo period so be it. It happens every day. I do have an issue when I read someone posting a negative review on this site and suggesting that my company's satisfaction (after a thousand hours of use) is not real and that other reviewers have knowingly posted positive misleading reviews. Pure nonsense. And it really speaks volumes about the character of that reviewer to frame their comments this way.
Cons
Would like more video tutorials as we probably only use a fraction of the software's capability. We find video tutorials more effective than most manuals.

Response from Jurismedia
Replied December 2017
Thanks for the comment Steve. As for videos, we are starting our little collection which you can see in the Support Center: www.margill.com/en/support-center/. The Support Center also has our blog in which we regularly answer user questions. Many good questions in there!
February 2018
Roxann from Radiant capital solutions limited
Company Size: 2-10 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
3.0
Customer support
4.0
Functionality
3.0
February 2018
Good product
Pros
The developers are easily reached to assist you with any problems with the program. It is backed by it's developer
Cons
The program is really expensive the cost could be lowered significantly though offering a standard fee

Response from Marc
Replied February 2018
Thank you for the review. I do understand that you being based in Jamaica, the price may seem slightly high because of the currency exchange, but Margill is one the most affordable software out there starting at less than $2000. I'm a little surprised by your 3.5 stars. Seems because of the price...
December 2017
Sheri from Loans
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
Utilize software to administer 4500+ client mortgage files. This software has been exceptional.
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.
November 2020
Christopher from Pacific Islands Development Bank
Company Size: 2-10 employees
Industry: Banking
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
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.

Response from Jurismedia
Replied November 2020
Thanks for this Christopher. I'm curious to find out more about the information presentation aspects you mention.
December 2017
Luke from Cash Direct
Company Size: 2-10 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
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.
January 2019
Arlyn from Ainsworth Game Technology
Company Size: 51-200 employees
Industry: Gambling & Casinos
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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!
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.

Response from Jurismedia
Replied January 2019
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.
June 2020
Rainbow from Manhattan Bridge Capital
Company Size: 2-10 employees
Industry: Real Estate
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2020
good product
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.

Response from Jurismedia
Replied June 2020
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...
December 2020
Maxime from Financière Victoria
Company Size: 2-10 employees
Industry: Banking
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
The right fit for a small mortgage loan company like Financière Victoria
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.

Response from Jurismedia
Replied December 2020
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).
December 2017
Anonymous
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Functionality
4.0
December 2017
We are a group of investors that buy loan pools...great loan manager for what we do....
Pros
Again, we are a group of investors that by loan pools. The program works very well for us. we like the simplicity of the manager and it's overall manageability of our loans.
Cons
Statements and reports are great...sometimes the printing alignment is an issue... The updates are a little expensive.... you get what you pay for though !
February 2018
Michel from Cliffton Group inc.
Company Size: 11-50 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
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.

Response from Jurismedia
Replied February 2018
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 .
December 2017
Mickey from CaseMark Financial
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
The Margill team is very responsive and has demonstrated flexibility whenever needed.
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.
September 2017
Darla from Sabes Family Foundation
Company Size: 2-10 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2017
The best customer service!!
Pros
The flexibility to handle multiple types of loans from promissory notes to leases. When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes, How wonderful is that!!!
Cons
Improvements need to be made in the custom report writer. I wish there were more standard reports available, as I don't have time to custom design.

Response from Jurismedia
Replied September 2017
Thanks for this Darla. You're putting pressure on us with the 30 minute support! Ouch ;-) We always try our best! As for reports, we do have standard templates for the most common needs, but reporting requirements from one company to the next range dramatically. That's why Margill includes over 1000 fields from which to create custom reports. Marc
December 2017
Kevin from Cortland Capital Group LLC
Company Size: 1 employee
Industry: Real Estate
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
This program is Great!! And Tech support /customer service have been A+++!
This program makes my business so much easier. The daily record keeping and reports are everything I need.
Pros
The program is easy to use and integrated so I only have to make entries once. The reports are great! When my server crashed Margill was right on top of saving all my data. I couldn't be happier with the program and the support!
December 2017
Charles from Driven Brands
Company Size: 1,001-5,000 employees
Industry: Retail
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
Helped automate 2 significant customer payment processes
Automation of 2 manual processes for tracking customer loan payments
Pros
The software implements best practices and provides multiple ways to handle loans and customer payments
Cons
Integration with a mid-tier ERP system was complex and required some customization from the vendor to give us the information we needed
December 2017
Elenor from Woodmaster Tools, Inc
Company Size: 11-50 employees
Industry: Retail
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
Transferred from very old software for long term receivables to Margill
Secure and accurate system for our long term receivables.
Pros
I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.
Cons
I do not have any dislikes in the system and am looking forward to when the Margill software will be fully interfaced with my general ledger.
December 2017
Aynsley from LK Law
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
Lovely customer service for inexpensive interest calculating software
Calculate interest on disbursements for a law firm personal injury practice.
Pros
The price for quality on this software is tremendous. We had quotes that were 4X as much. It's a simple software that basically anyone can learn. I have people with very little experience, learning how to calculate interest with this software. The customer service has been incredible and we were trained up incredibly quick. They respond fast when we indicate that we're having trouble and generally answer our question on the first response.
January 2019
Stephanie from Farrow Finance
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2019
WE are loving this software!
We are very pleased with Margill. It has simplified our Loan accounting and helped us eliminate the need for many spreadsheet and data outside the software.
Pros
simplicity with so many advanced features and options, easy to learn, easy to export and makes accounting for loans a breeze
Cons
The only regret is that I didn't buy it sooner.
January 2019
Eron from MAY Coalition Inc
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2019
Excellent Software and Company
As a nonprofit lender, we make many different types of loans; Margill allows us to tailor the software to each scenario.
Pros
Margill loan manager is extremely accurate and easy to use.
Cons
It is well worth purchasing the training and setup assistance, as it takes a few minutes to become familiar with the program.
January 2019
David from Thorndale Farm, Inc.
Company Size: 11-50 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2019
Easy to use loan management software
Great in-house loan management software.
Pros
Great price. Easy to use interface. Custom loan invoices. Very easy to get customer support when needed.
Cons
I don't have any complaints regarding this software.
December 2016
Pauline from Prescott-Russell Community Development Corporation
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
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.
August 2014
Peter from Cornerstone Credit
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Everything we need to manager our loan portfolio
We have been using MLM for about a year and we are extremely satisfied with the product. It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements. With a portfolio of nearly a thousand loans it would have been impossible for us to manage our businesses without Margill. The service is excellent and we receive very timely responses to our requests and questions. No hesitation in recommending this product and this company.
August 2014
Jeremy from Rocky Mountain Chocolate Factory, Inc
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Excellent software at the right price point.
This was exactly the software solution we needed. Our business occasionally extends loans to customers and had a need to move from spreadsheets to software. Our primary business activity is not lending, so high cost solutions designed for banks and other loan originators were cost prohibitive. This software was exactly what we needed and we have been happy with the functionality since we placed it in service in 2009. It is updated frequently and service is great. It has brought considerable ease to our loan management.
October 2016
Brenda from Affiliated Finance, Inc.
Company Size: 1,001-5,000 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
October 2016
Great Software! Fully Recommend
We are loving the new software just getting used to it and exploring new reports as we need them!!!!
Pros
Easy to work with, user friendly!
Cons
Nothing
August 2014
George from Pacific Mortgage Corppration
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Great Program
I have been using Margill for about 5 years now and I can't imagine life without it! Before I chose to go with Margill I looked at several other programs. Most were from the US and not easily adapted to Canadian use and they were much more expensive. I chose Margill Loan Manager after very careful consideration and I am glad I did. The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.
August 2014
Rejean from CLD de la MRC de Montmagny
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Complete and flexible
This software is perfect to manage loans precisely and in real time. It leaves traces of all the history of past transactions, acting like a guardian of your portfolio. -Pros : -Easy management of all the payments; -Accurate balance of all your loans in real time; -Recalculates automatically after any transaction or modification. -Cons: Basic banking knowledge is mandatory for any user, or at least a good initial training.
December 2016
Kaye from Adwell Financial Services Inc.
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
December 2016
Margill loan manager as a helper
Once you have set up everything accordingly. Margill loan manager is really easy to follow. It helps us creates a loan in few minutes. It is very useful in reviewing our clients information and their payments history. Updates were recorded efficiently for future references.
January 2017
James from Hutchison Oss-Cech Marlatt
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
January 2017
Good Program, Good Service
We are a small business with a few hundred ongoing loans. Although some upfront learning is required Margill is ultimately easy to use and powerful. The technical service provided by Margill is some of the best we have found among software companies.
August 2014
Javed from Toronto Auto Sales & Leasing LTD
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
August 2014
Loan Manager
The staff are very helpful and attentive, especially Mark. System is very user friendly. Had it 5 years and very happy although I must remind you we are a small private company consisting of under 25 accounts. We are not logging in and out very consistently. Only use it once or twice a month.
August 2014
michael from Green Dollar Loans Ltd
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
August 2014
Experience with MLM
We are just a small Lending company trying to look for a software that we could use that is user friendly. We had downloaded MLM as a trial at first as we are trying to figure it out. It is a very good software. The representatives from MLM are the best! They helped us out with everything!
December 2016
Gerardo from Seguros America
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
5.0
Functionality
3.0
December 2016
Great tool at a great price
The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management. For the cost, it represents great value.
December 2016
Donald from Moose International, Inc.
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2016
Works for us...
We have been using Loan Manager for nearly two years. We are very satisfied. We find posting payments, creating new accounts, preparing end of month reports and sending monthly statements to be easy and always accurate.
August 2014
Laura from Villa Grove Enterprises
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Margill Loan Manager is a huge time saver for our Company!
What I like most about this software is that you don't have to be a rocket scientist to navigate and use. I would rate the customer service at 10. I have always experienced prompt and satisfying help when needed. I would highly recommend this product .
August 2014
Vickie from Fonds d'Emprunt des Laurentides
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Gestionnaire de PrĂªts Margill
The loan manager Margill is really easy to use and I save time to always respect my deadlines, Margill staff is very kind and understanding.
December 2014
Sheryl from Short Term Solutions
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
December 2014
What an improvement over spreadsheets and multiple documents!
Perhaps the best feature has been the customer service...any question or problem I have encountered has been addressed quickly, thoroughly, and pleasantly!
August 2014
Larry from Easy Legal Finance Inc.
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Great Tool
MLM is very intuitive and easy to use. It's helped us increase the number of clients and decrease time consuming process of loan servicing.
August 2014
francois from CLD Shawinigan
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
Margill loan manager
Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something. Great tool for any business.
August 2014
Michel from Cliffton Capital Corporation
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Customer support
4.0
August 2014
Easiest software available
This software is easy to install and to use. Also, we recommend this software for its flexibility considering the work we do. The cost is reasonable and attractive.
August 2014
Daria from Pro-Gestion Esrie
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
August 2014
MLM
MLM increases productivity, allowing us to spend more time on other important issues
November 2014
Paul from Short Term Solutions
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
November 2014
excellent product
very user friendly, great customer service, makes managing loans a breeze
August 2014
Jocelyne from Société communautaire lavaloise d'emprunt (SOCLE)
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
August 2014
Loan Administrator
Easy to use and if we need information we get a prompt answer from Margill.