# Margill Loan Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Margill Loan Manager the right Loan Servicing solution for you? Explore 48 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews --- Margill Loan Manager 4.8 (48) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Margill Loan Manager Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews ML Michael L Executive DirectorFinancial Services, 11 - 50 employeesUsed the software for: Less than 6 months. “Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality.“ March 7, 2022 CC Christopher C President and Chief Executive OfficerBanking, 2 - 10 employeesUsed the software for: 6-12 months. “It is right-sized for my company and has many great features such as a document merge and versatile customization. “ November 24, 2020 ## Showing most helpful reviews Showing 1-25 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Abneesh M. Financial Controller Financial Services Used the software for: 2+ years ### "We have been using MarGill for over 4 years and are very satisfied with the services provided. " December 18, 2017 5.0 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. Review Source ML Michael L. Executive Director Financial Services Used the software for: Less than 6 months ### "Ease of Implementation and USe" March 7, 2022 5.0 Exceptional - particularly due to the customer service and assistance. Pros Margill provides our organization with all the functionality we require with the comfort that nothing will wrong. Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality. Cons Our methodology for calculating late interest required a work around. Would be nice to have this as a core capability of the software. Reason for choosing Margill Loan Manager Best fit for price Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed capability to expand without introduction of errors Review Source Response from Jurismedia March 8, 2022 Thanks for this Michael. Glad you are enjoying the software. As for the calculation methodolgy, Margill follows laws and regulations and industry and accounting rules. I am convinced your clients and your accountants will appreciate this rigor. RB Roxann B. Business Development Manager Used the software for: 2+ years ### "Good product " February 16, 2018 3.0 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 Review Source Response from Jurismedia February 22, 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... AB Aaron B. Managing Partner Accounting Used the software for: 2+ years ### "Margill Review" July 24, 2024 5.0 We have been using Margill for over 3 years & to sum up our experience in 1 word I would say fantastic! Pros Easy to use, uploaders work great & the best customer service! Cons We would like API's to connect directly to automate some of our reporting. Certain advanced loan features are not available. Review Source Response from Jurismedia August 2, 2024 Thanks for this Aaron. Much appreciated! As for the APIs, you would need to go through the automated reports that can be created once or many times a day and then pulled into your other information systems in CSV, TXT or Excel formats. We do not provide direct database connectivity for security reasons. LT Lindsay T. Acting President & CEO Banking Used the software for: 1-2 years ### "Margill Loan Manager Has Greatly Improved Our Lending Processes & Reporting" November 24, 2021 5.0 After a year-and-a-half in use, I for one am very happy we selected Margill Loan Manager. Our workflow and reporting capacity is greatly improved with the Margill Loan Manager. We're generating amortizations for different repayment scenarios, including irregular payment schedules, on Margill now, which has given us tremendous ability to better serve our customers. The Document Merge feature has cut down our processing times by half. Moreover, we've customized reports to accommodate the requirements of the different shareholder entities and loan programs we administer. Pros Amortization, modification of payment schedule/amount, Document Merge, Accounting Entries and ability to export directly to our accounting software, ability to customize Reports, APR calculation and much more. Cons I wish we could further customize the "Detailed Tables" available for creating statements. Otherwise, I feel like I haven't really learned how to use all the available features yet. Review Source Response from Jurismedia December 2, 2021 Thanks very much for this Lindsay. For the "Detailed tables" (so the actual payment schedule in the Document Merge module), there are 14 templates and we can create others for our clients. What you can do on your own with any of the templates is change the header names, column widths and font size. We should probably eventually do another training session so you can learn even more. Thanks! GS Gary S. Staff Accountant Financial Services Used the software for: 1-2 years ### "Margill Loan Servicing Great Program" November 9, 2023 5.0 I have had a great experience in regard to Margill. Great Staff, Very Responsive, Great Customer Service. Pros Easy to use, accurate. Great Staff. \[sensitive content hidden\] has helped migrate all of our servicing needs from our previous provider and has been with us all along the way. He has provided over the top customer service. Cons Everything has been great. Only wish the due dates for us was a bit easier to manage. Review Source Response from Jurismedia November 10, 2023 Hi Gary, thanks for your time and effort in sharing your experience with others. We truly appreciate it and hope you continue to enjoy using our software. Please don't hesitate to reach out if you have any questions or suggestions for us. We're always here to help. MW Mimi W. Finance Manager Government Administration Used the software for: Less than 6 months ### "More efficient" July 5, 2023 5.0 very happy. Made the job much more efficient - so glad that we implemented Margill. Pros previously all the tracking and schedules were done in excel and easy to make errors. Now when I am asked a question on a loan, I am able to get the information quickly. More accurate information. Cons Sometimes when trying to get reports for the information I am looking for, it takes some trial and error to figure out the parameters. Reason for choosing Margill Loan Manager unknown Review Source Response from Jurismedia July 6, 2023 Thanks for this Mimi. As for the reports, you are right, a little overwhelming to have over 1000 reporting fields to choose from - luckily they are by theme... We are also always there to help. A quick email to support@margill.com and we can guide you... Marc MS Max S. Senior Analyst Banking Used the software for: 6-12 months ### "Excellent Software" July 21, 2023 5.0 It has been an amazing experience. The software performs perfectly and customer support is easy to contact. \[sensitive content hidden\] from Margill did an outstanding job during our conversion from another servicing software package and was very thorough with educating me on how to use the software. Pros I like how flexible the software is in that you can customize it to fit your particular lending platform and business model. It is simple to add custom fields or remove unwanted / not used fields. Setting up a loan for the first time is easy and making any modifications to the loan over time is also an easy procedure. I am able to quickly identify payments that are late or those coming due in the near term. Cons I think there could be some improvements with custom report and invoice design. Review Source Response from Jurismedia July 26, 2023 Thanks for this Max, much appreciated. As for the Document Merge tool so you can create your own templates with over 1000 fields and equations, yes creating them initially with fancy formatting is more challenging, but once done it can be used forever... Marc SC Steve C. CEO Used the software for: 2+ years ### "Excellent software with great support" December 18, 2017 5.0 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. Review Source Response from Jurismedia December 19, 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! VR Verified Reviewer Pilot Airlines/Aviation Used the software for: 2+ years ### "We are a group of investors that buy loan pools...great loan manager for what we do...." December 18, 2017 5.0 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 ! Review Source JK Jeremy K. VP Used the software for: ### "Excellent software at the right price point." August 18, 2014 5.0 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. Review Source JH Javed H. Used the software for: ### "Loan Manager " August 14, 2014 4.0 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. Review Source LA Laura A. Owner Used the software for: ### "Margill Loan Manager is a huge time saver for our Company!" August 20, 2014 5.0 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 . Review Source DR Donald R. Used the software for: ### "Works for us..." December 22, 2016 5.0 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. Review Source LH Larry H. President Used the software for: ### "Great Tool" August 26, 2014 5.0 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. Review Source DK Daria K. Used the software for: ### "MLM" August 14, 2014 5.0 MLM increases productivity, allowing us to spend more time on other important issues Review Source SL Sheri L. Manager Used the software for: 2+ years ### "Utilize software to administer 4500+ client mortgage files. This software has been exceptional." December 20, 2017 5.0 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. Review Source LW Luke W. Operations Manager Financial Services Used the software for: 2+ years ### "Positive for the whole time we have used it" December 18, 2017 5.0 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. Review Source CC Christopher C. President and Chief Executive Officer Banking Used the software for: 6-12 months ### "Margill is Great Value" November 24, 2020 5.0 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. Alternatives considered [Insite Banking System](https://www.capterra.com/p/17060/Insite-Banking-System/)[The Nortridge Loan System](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/) Reason for choosing Margill Loan Manager Value and functionality. Review Source Response from Jurismedia November 25, 2020 Thanks for this Christopher. I'm curious to find out more about the information presentation aspects you mention. RZ Rainbow Z. accountant Real Estate Used the software for: 2+ years ### "good product" June 22, 2020 5.0 Pros Easy to customize the software yourself to meet your needs. Cons Hope it can eventually become an accounting system that specific in mortgage. Review Source Response from Jurismedia June 26, 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... AP Arlyn P. Sales and Receivables Administrator Gambling & Casinos Used the software for: 1-2 years ### "Excellent Software for Loan Management" January 23, 2019 5.0 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. Review Source Response from Jurismedia January 24, 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. MD Michel D. Chief Accountant Financial Services Used the software for: 2+ years ### "Responding to our needs in Loan MANAGING. Very user friendly." February 8, 2018 5.0 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. Review Source Response from Jurismedia February 9, 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 . MS Maxime S. Président Banking Used the software for: 2+ years ### "The right fit for a small mortgage loan company like Financière Victoria" December 16, 2020 5.0 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. Review Source Response from Jurismedia December 22, 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). AL Alanna L. Operations Consultant Financial Services Used the software for: 1-2 years ### "A great loan management system" November 14, 2021 5.0 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. 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. Reason for choosing Margill Loan Manager The features, the price and the team. Review Source Response from Jurismedia November 17, 2021 Thanks very much for this Alanna. We should discuss the needs your outilined. You can do quite a bit with "Equations" MM Mickey M. Managing Director Used the software for: 2+ years ### "The Margill team is very responsive and has demonstrated flexibility whenever needed. " December 18, 2017 5.0 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. Review Source