Margill Loan Manager

Review of Margill Loan Manager Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

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 Features

Features of Margill Loan Manager
Accounting
Amortization Schedule
Automatic Funds Distribution
Collateral Tracking
Compliance Management
Contact Management
Document Management
Loan Portfolio Management
Payment Collection
Reporting/Analytics

Margill Loan Manager Integrations

Microsoft Excel logo
Microsoft Excel
QuickBooks Online Advanced logo
QuickBooks Online Advanced

Customer Reviews

See why people love Margill Loan Manager

5 Star
90%
4 Star
10%
3 Star
0%
2 Star
0%
1 Star
0%

Sheri L.

Verified User
Used daily for more than 2 years
Dec 22, 2025

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

Used daily for more than 2 years

What they liked
  • 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
Room for improvement
  • 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.

Verified User

Financial Services · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

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.

What they liked
  • 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
Room for improvement
  • 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.

Verified User
Used unspecified for unspecified
Dec 22, 2025

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.

Christopher C.

Verified User

Banking · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

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.

What they liked
  • 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
Room for improvement
  • 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
Switched From

Old, unsupported system was in need of replacement.

Why they chose it

"Value and functionality."

Rainbow Z.

Verified User

Real Estate · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

good product

Verified reviewer

What they liked
  • Easy to customize the software yourself to meet your needs
Room for improvement
  • Hope it can eventually become an accounting system that specific in mortgage
Switched From

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

Arlyn P.

Verified User

Gambling & Casinos · 51-200 employees

Used daily for less than 2 years
May 28, 2026

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!

What they liked

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

Room for improvement

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

Michel D.

Verified User

Financial Services · 11-50 employees

Used daily for more than 2 years
May 28, 2026

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

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

What they liked
  • 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
Room for improvement
  • 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

Maxime S.

Verified User

Banking · 2-10 employees

Used daily for more than 2 years
May 28, 2026

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

Verified reviewer

What they liked
  • 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
Room for improvement

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

Alanna L.

Verified User

Financial Services · 11-50 employees

Used weekly for less than 2 years
May 28, 2026

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.

What they liked
  • 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
Room for improvement

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

Why they chose it

"The features, the price and the team."

Mickey M.

Verified User
Used daily for more than 2 years
May 28, 2026

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

Used daily for more than 2 years

What they liked
  • 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
Room for improvement
  • 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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Margill Loan Manager

Margill Loan Manager

4.8
Pricing
Starting at $295.00 per month
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