Best Onboarding Software in 2025

Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.

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Encompass360 is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record to close compliant loans.

TValue amortization software to structure loans, loan modifications, leases,troubled debt restructurings (TDRs), and to solve any time value of money calculations.

Calyx Point, Point-PointCentral and WebCaster provide mortgage origination, automation solutions for mortgage businesses. Read more about Calyx Point.

Finflux is a cloud lending platform to accelerate the transformation of your lending business.

Nelnet is more than a loan servicer. Our family of companies helps customers achieve educational dreams through every part of the education lifecycle.

Mortgage point of sale (POS) solution

DecisionPro is a consumer loan origination system that automates credit underwriting steps to help process a credit application by providing policy-based autoamted decisions.

Automate borrower evaluation, decision making and loan management.

LendingSpace is a lending solution that helps you manage your correspondent lending channel and transfer loans to the secondary market.

Loan soft Pro is a comprehensive mortgage lending solution.

Simplify digital adoption with smart on screen guidance and support

freemium $100.0 / Monthly

Loan Origination

Decision Lender is an internet based SaaS system that automates origination of consumer loans for cars and other purchases.