# mysherpas Software Reviews, Demo & Pricing - 2026 > Review of mysherpas Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/550263-mysherpas --- [Home](https://www.softwareadvice.com/) / [Loan Origination Software](https://www.softwareadvice.com/loan-origination/) / mysherpas Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # mysherpas 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview mysherpas 4.9 [(7)](https://www.softwareadvice.com/product/550263-mysherpas/#reviews) Pricing Starting at $29,999.00 per year Top Alternatives ### About mysherpas mysherpas is an enterprise AI lending platform designed for professional business lenders. It centralizes loan document management, automates workflows, and facilitates borrower communications to streamline business lending processes. Financial institutions such as credit unions, community development financial institutions, and commercial lenders use the platform to manage SBA 7(a) loans, 504 loans, agricultural lending, and other commercial loan products. The platform includes centralized loan document management, consolidating files, checklists, and borrower requests in a single repository with version control. Workflow automation features trigger tasks, route approvals, and track pipeline progress without manual input. Data integration capabilities automatically pull information such as credit reports, background checks, insurance verification, UCC filings, and environmental reports into loan packages. The borrower hub provides a portal for applicants to submit documents, track loan status, and complete e-signature workflows. Digital applications capture leads and route non-qualifying applicants appropriately. Centralized messaging stores all loan-related communications in aud... itable threads within each loan file. The platform supports multiple deployment configurations to align with existing technology systems. It can operate alongside current CRM, loan origination, and core banking tools, replace a CRM while maintaining other systems, or replace both CRM and loan origination functions while integrating with core banking systems. The platform is SOC 2 certified. ## mysherpas User Interface ## Popular mysherpas Alternatives Main Product mysherpas 4.9 [(7)](https://www.softwareadvice.com/product/550263-mysherpas/#reviews) Ratings Breakdown - 4.71Ease of use - 4.71Value for money - 5.0Customer support - 4.57Functionality Pricing Starting at $29999.00 per year Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.70Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [TaskSuite](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/) 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.33Customer support - 4.83Functionality Pricing Available upon request Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(35)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.91Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year Alternative Product [LoanPro](https://www.softwareadvice.com/loan-servicing/loanpro-profile/) 4.8 [(74)](https://www.softwareadvice.com/loan-servicing/loanpro-profile/#reviews) Ratings Breakdown - 4.62Ease of use - 4.84Value for money - 4.86Customer support - 4.79Functionality Pricing Available upon request ## mysherpas Pricing and Plans Starting price: $29,999.00 per year Free Trial Free Version Enterprise Plan $29,999.00 per year Plan includes: - Applications - Origination - Closing - Portfolio & Servicing - Third Party Data Integrations - Underwriting - Credit Memo Generation ## mysherpas Features - Popular features found in Loan Origination Audit Trail Automated Decisioning/Underwriting Compliance Management Customer Management Electronic Signature Financial Analysis Loan Management Loan Portfolio Management Online Applications Payment Collection Workflow Management - More features of mysherpas Accounting Activity Dashboard Activity Tracking AI Copilot Alerts/Notifications API Approval Process Control Borrower Management Business Loans Client Management Client Portal Communication Management Configurable Workflow Contact Management Credit Reporting CRM Customer Database Customizable Branding Customizable Reports Customizable Templates Dashboard Data Import/Export Digital Signature Document Management Document Storage Document Templates Electronic Payments Financial Management For Commercial Business Generative AI Lead Management Loan Origination Loan Processing Multi-Company Pipeline Management Real-Time Reporting Reminders Reporting & Statistics Rules-Based Workflow Secure Data Storage Self Service Portal Status Tracking Task Management Task Scheduling Template Management Third-Party Integrations Transaction History ## mysherpas Integrations 1 Dance School Integration rated undefined from -1 review 1Password Integration rated undefined from -1 review 1pm Integration rated undefined from -1 review 1PointMail Integration rated undefined from -1 review 10xBeast Integration rated undefined from -1 review 1Flow Integration rated undefined from -1 review See all 43 integrations ## mysherpas User Reviews Overall Rating 4.9 Ratings Breakdown 5 86% 4 14% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.7 Customer support 5.0 Functionality 4.6 Have you used mysherpas and would like to share your experience with others? DG Deiny G. Verified reviewer Banking 1001-5000 employees Used daily for less than 12 months Review source Reviewed June 2026 Good software with amazing support with room for improvements 4 My experience has been OK. I understand that for some other departments it could be a plus due to the member interface advantages, but I personally do not find any advantages myself compared to our previous software. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Organization piece and the customer support. It feels easy to organize documents and name them, especially the use of the "requested" items. When assistance is needed, our representative Aaron is always there. I do like the different phases/status and the easiness to add/remove people to loan packages. I also like that when I create a shortcut in my internet browser, the shortcut stays regardless of the status of the loan. Cons: It takes sometimes too many clicks on s documents to just open it, especially when coming back from another screen. Sometimes it takes too long to load. I also don't like that I need to edit the hyperlinks every time I copy a link since they are too long. Reasons for switching to mysherpas It was a management decision. Management did not reach out to the team for feedback on whether we wanted to consider it or not. Vendor Response Thank you for the detailed feedback—we truly appreciate it. We’re glad the organization, requested items, and support (especially Aaron) have been valuable for your team. We also want to address your concerns. Since your review, we’ve resolved the long hyperlink issue and will be moving to production next week, so links can now be copied and shared without needing edits. Additionally, we’re actively working on reducing clicks and improving navigation speed to make accessing documents faster and more seamless. Feedback like yours is essential in helping us improve, and we’re committed to delivering a more intuitive experience. We’d love to reconnect and share the latest updates with you—thanks again for helping us get better. Replied June 2026 Read More PN Pauline N. Verified reviewer Banking 51-200 employees Used daily for less than 12 months Review source Reviewed June 2026 Loan Operations Manager 5 Overall, I love the application. It provides a great user experience, and it's clear the company is committed to continuous improvement through regular feature releases and enhancements. I'm looking forward to seeing what new capabilities and innovations they introduce in the future. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The application is easy to use and highly intuitive. The team clearly put significant thought into the user experience, designing an interface that feels natural and efficient for end users. Cons: While the application offers a strong user experience, the underwriting and risk rating modules are not yet available. This creates a gap in functionality and requires the use of a separate solution to complete those processes. Reasons for choosing mysherpas They are not simply focused on selling the application; they are committed to ensuring it is the right fit for your organization and that you are successful and satisfied with the solution. Read More HP Heidi P. Verified reviewer Financial Services 1001-5000 employees Used daily for less than 12 months Review source Reviewed June 2026 More Than a Platform - A True Partner in Improving Our Lending Process 5 What truly sets them apart is their team—they are incredibly responsive, collaborative, and proactive. They actively seek feedback and continuously improve the platform, making it feel like a true partnership rather than a typical vendor relationship. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: mysherpas has transformed our document intake process by eliminating manual workflows, reducing back-and-forth, and improving efficiency and visibility across the loan lifecycle. It has allowed us to deliver more consistent, complete loan packages while speeding up underwriting timelines. Cons: The main areas for improvement are around continued refinement as the platform evolves. That said, the mysherpas team is highly responsive and actively incorporates feedback, so improvements are consistently being made. Reasons for switching to mysherpas mysherpas provided an easy to use product (for borrowers and team members) to manage the origination process. They have automated document naming conventions which leads to consistency. Vendor Response Thank you for the thoughtful review—we truly appreciate you taking the time to share your experience. We’re especially glad to hear that mysherpas has helped transform your document intake process, improve efficiency, and bring greater consistency across your loan lifecycle. Your feedback around ongoing refinement is also incredibly valuable. As the platform evolves, we remain committed to continuous improvement and actively incorporating input from clients like you. We’re particularly grateful for your kind words about our team—being responsive, collaborative, and proactive is central to how we partner with our clients. Insights like yours help future users understand what they can expect, and we’re proud to be part of your success. Replied June 2026 Read More AB Amy B. Verified reviewer Financial Services 2-10 employees Used weekly for less than 2 years Review source Reviewed June 2026 Making our application process more efficient 5 I have had a great overall experience with mysherpas. Working with \[sensitive content hidden\] has been a pleasure. This has really helped our process become more uniform. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Love the customer support and loan management. \[sensitive content hidden\] always gets back to us when we have an issue. This process has greatly improved our overall efficiency, Cons: It is sometimes hard for me to keep up with all of the changes and new features. \[sensitive content hidden\] is great to offer assistance any time to help me with new things. Vendor Response Thank you for taking the time to share your experience—we truly appreciate it. We’re glad to hear that our customer experience and loan management tools have helped improve your team’s efficiency and create a more uniform process. We also appreciate your honest feedback around keeping up with new features. We’re continuously working to make updates more intuitive and easier to adopt, while ensuring our team is always available to support you along the way. Insights like yours help us keep improving for both current and future customers. Thanks again for being part of our community! Replied June 2026 Read More MS Michael S. Verified reviewer Information Technology and Services 11-50 employees Used weekly for more than 2 years Review source Reviewed June 2026 A True Partner in Delivering Client-Centric Business Lending Solutions 5 From a vendor perspective, mysherpas sets a high standard for client engagement. They combine forward-thinking technology with a hands-on, collaborative approach that truly prioritizes client success. Their ability to partner closely with institutions elevates both internal teams and the borrower experience. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: As a vendor working closely with mysherpas, what stands out most is how deeply their team invests in understanding their clients. They do not try to force institutions into a rigid framework. Instead, they take the time to learn each client’s unique lending process and challenges. This approach carries through in how they engage, including highly tailored demos that directly address real friction points and operational needs. Cons: Because the platform is continuously evolving and innovating, it can occasionally be challenging for clients to keep pace with new features. That said, mysherpas is proactive in supporting adoption Read More SM Sam M. Verified reviewer Banking 5001-10000 employees Used daily for less than 12 months Review source Reviewed June 2026 SBA Loan Officer 5 I am very satisfied with the software - it is very intuitive. One of the best platforms I've used in my career. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: streamline gathering documents and filing them. The mobile app is great and customer support is top notch. Cons: the loading time for previewing documents. It is very slow on the mobile app and can be slow on the desktop depending on file size. Vendor Response Thank you for sharing your experience—we truly appreciate the thoughtful review. We’re glad to hear that mysherpas is helping streamline document collection and that our mobile app and support team have made a positive impact. We also want to acknowledge your feedback on document loading times. Improving performance is a top priority for our team, and we’re actively working on ways to reduce load times across both mobile and desktop, especially for larger files. Insights like yours are invaluable as we continue to improve the platform for all users. Thank you again for your feedback and for being part of our community! Replied June 2026 Read More PW Phil W. Verified reviewer Executive Office 2-10 employees Used monthly for less than 6 months Review source Reviewed June 2026 MySherpas Will De A Key Yo Growth 5 I have found them to be most forthcoming and transparent around what they do and how it can help business streamline, consolidate, and increase flow of our volume without adding more work or people. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Very informative, systematic process for determining if my business is the right fit. The software will speed up processing of loans by establishing a process and keeping everything organized and on track, all within one system. Cons: There really were no "cons" I see. They take the time to make sure they can deliver on our needs - that is refreshing Read More Showing 1 - 7 of 7 Reviews ## See what companies are saying about Software Advice