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SPECIFICTION
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Margill Loan Manager

margill.com

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Spec score 7.8 #9 of 30 in Loan Management Software

What it is

Margill Loan Manager automates loan servicing tasks including interest calculations, amortization schedules, payment tracking, reminders, fees, and reporting. It supports workflows for personal, installment, corporate, syndicated, mortgage, auto, student, and bridge loans, among others. Calculation options include simple, capitalized simple, and compound interest, APR, multiple day counts, and different payment and compounding periods. Schedules can accommodate regular, irregular, partial, late, extra, lump-sum, interest-only, principal-only, and mixed payments. Listed integrations include Salesforce, Sage, QuickBooks, Xodo eSignature, NACHA, SEPA, JSON, and Excel. Deployment choices include Windows-based installation, Margill Azure Cloud SaaS, or a customer's own cloud; Mac users can run it with Parallels. A borrower and investor portal is available for the cloud SaaS version, with the organization controlling which loan information users see. The product is described as managing 10 to 100,000+ loans. Pricing depends on loan and user counts; SaaS and web versions have a monthly fee, while licensed software has no monthly fee. A 30-day full-version trial is offered.

Spec sheet

Purpose
Automates loan management and servicing, including interest calculations, amortization schedules, payment tracking, reminders, fees, and reporting.Read 30 Sep 2026 · margill.com
Deployment
The software is Windows-based and supports Citrix or Remote Desktop, Mac running Parallels, network installation, Margill Azure Cloud SaaS, and a customer's own cloud.Read 30 Sep 2026 · margill.com
Integrations
Listed integrations include Salesforce, Sage Cloud and Desktop, QuickBooks, Xodo eSignature, NACHA, SEPA, JSON, and Excel.Read 30 Sep 2026 · margill.com
Security
The cloud SaaS offering is described as SOC 2-compliant on Microsoft Azure, and the product page says data at rest is fully encrypted.Read 30 Sep 2026 · margill.com
Headquarters
Blainville, Quebec, CanadaRead 28 Sep 2026 · margill.com
Founded
1992Read 28 Sep 2026 · margill.com
Calculations
It supports simple, capitalized simple, and compound interest, APR calculations, multiple day counts, and multiple payment and compounding periods.Read 30 Sep 2026 · margill.com
Company history
Margill's company timeline says Margill Loan Manager version 1.0 launched in 2008.Read 30 Sep 2026 · margill.com
Electronic funds transfer
Listed EFT options include NACHA and VoPay in the United States, VoPay and ACCEO in Canada, SEPA in Europe, BAKS in the UK, and Standard Bank in South Africa.Read 30 Sep 2026 · margill.com
Loan types
The product supports lending workflows including personal, installment, corporate, syndicated, mortgage, auto, student, and bridge loans.Read 30 Sep 2026 · margill.com
Local security controls
Detailed features list username and password login, optional mandatory strong passwords, multifactor authentication, and account lockout after five failed attempts.Read 30 Sep 2026 · margill.com
Notable add-on
The Investor Module for participation or syndicated loans is available only as an add-on module.Read 30 Sep 2026 · margill.com
Payment schedules
Schedules can handle regular, irregular, partial, late, extra, lump-sum, interest-only, principal-only, and mixed payments.Read 30 Sep 2026 · margill.com
Scale
The detailed features page states it can manage from 10 to 100,000+ loans.Read 30 Sep 2026 · margill.com
Trial and support
The maker offers a 30-day full-version trial and lists phone and email support, video guides, a knowledge base, and a user guide available upon request.Read 30 Sep 2026 · margill.com
Web portal
A borrower and investor web portal is available for the cloud SaaS offering, with the organization deciding which loan data users can see.Read 30 Sep 2026 · margill.com

Plans and prices

Margill Loan Manager Priced on request Price based on number of loans and users · Monthly fee for SaaS and web versions; licensed software has no monthly fee Read 30 Sep 2026 · margill.com

Every Margill Loan Manager plan and price →

Strong points and limits

Strong points

  • Supports varied loan types and payment schedules.
  • Calculates several interest methods and APR.
  • Borrower and investor portal available with cloud SaaS.
  • 30-day full-version trial is offered.

Limits

  • Pricing depends on loan and user counts.
  • Investor Module is an add-on for participation or syndicated loans.
  • Licensed software has no monthly fee, but SaaS and web versions do.

Who it suits

It suits lenders handling varied loan products, payment patterns, or interest calculations. The cloud portal and multiple deployment options may fit organizations with borrower or investor access needs and differing hosting preferences.

Verdict

Margill Loan Manager covers detailed servicing calculations and a broad range of loan workflows, with deployment options spanning local and cloud installations. Buyers should confirm pricing for their loan and user volume, and whether the Investor Module is needed.

Where Specifiction places it

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