The Loan Navigator Software


The Loan Navigator is a loan management solution that offers loan lifecycle management, documentation, team collaboration, workflow management and reporting functionalities within a suite. Both cloud-based and on-premise deployments are available.

The Loan Navigator features loan lifecycle management, which allows users to track loan requests from multiple sources. Once loan requests are approved, users can upload the applications using document management systems such as LaserPro.

The Loan Navigator also features loan portfolio management, which allows users to track loan performance metrics such as revenue, risk and staff performance. Workflow management tools help users to track new loan requests and the status of documentation.

The software offers loan documentation exception management. Users can manage compliance requirements for loan portfolios, and loan comment records help users to track communications involved in the processing of loan requests and approvals.


The Loan Navigator - Contacts
  • The Loan Navigator - Contacts
  • The Loan Navigator - Mobile reports
    Mobile reports
  • The Loan Navigator - Portfolio dashboard
    Portfolio dashboard
  • The Loan Navigator - Multiple devices
    Multiple devices
Supported Operating System(s):
Windows 7, Windows Vista, Mac OS, Web browser (OS agnostic), Windows 8

1 Review of The Loan Navigator

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Eric from

November 2017

November 2017

Using The Loan Navigator allows us to service our consumer loans from start to finish with ease.



Product Quality

Customer Support

Value for Money

Product Quality
Value for Money

My favorite features of The Loan Navigator include integration to underwriting decisioning vendors like MicroBilt along with the Electronic Payment options to advance payments and auto invoice generation and payment receipt collection. These features in particular make it easy to determine the risk level of a potential loan and then to get the application electronically signed upon approval and tracking through the loans life cycle.

Review Source: Capterra