Best Onboarding Software in 2025

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.

Key Encompass360 features:

Comprehensive Functionality Customization Options Cloud-Based Accessibility Compliance Management

The most intuitive platform to manage projects and teamwork.

Key monday.com features:

User-Friendly Interface Customization Collaboration Integrations

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

Key Calyx Point features:

Integrated Solutions Customization Cloud-Based Access Compliance Support

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

Key TValue features:

Versatility Accuracy User-Friendly Interface Time-Saving

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

Key Finflux features:

Comprehensive Financial Solutions Scalability User-Friendly Interface Cloud-Based Platform

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

Key Hosted Loan Servicing features:

Scalability Reduced IT Burden Regulatory Compliance Security

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.

Key Setuply features:

Project Management Case Management Secure Data Staging Client Impact Control Panel

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Mortgage point of sale (POS) solution.

Key Floify features:

Streamlined Document Management Customization Options Borrower Friendly Integration Capabilities

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

Key DecisionPro features:

Comprehensive Consumer Lending Solution Advanced Analytics Customizable Workflow Regulatory Compliance

WalkMe is a game-changing platform that instantly simplifies the online user experience.

Key WalkMe features:

User-Friendly Customizable Solutions Comprehensive Analytics Integration Capabilities

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

Key LendingSpace features:

User-Friendly Interface Comprehensive Loan Management System Cloud-Based Access Customization Options

Simplify digital adoption with smart on screen guidance and support.

freemium $100.0 / Monthly

Whatfix Enterprise: Enhancing self-service capability of any web product.

Key Whatfix features:

Ease of Use Customization Options Analytics and Insights Integration Capabilities

Improve user onboarding, feature activation & more — no code required! Stop waiting on dev and start increasing customer engagement today. Try it for free.

Key Appcues features:

Ease of Use Customization Integrations Analytics