Margill Loan Manager
Margill Loan Manager automates loan servicing and administration, with tools for interest calculations, amortization, payment tracking, reminders, fees, and …
What Margill Loan Manager is
Margill Loan Manager automates loan servicing and administration, with tools for interest calculations, amortization, payment tracking, reminders, fees, and reporting. It handles a broad set of lending workflows, including personal, corporate, mortgage, student, auto, and syndicated loans. Calculation options include simple, capitalized simple, and compound interest, APR, different day counts, and varied payment and compounding periods. Schedules can account for irregular, late, partial, extra, lump-sum, interest-only, principal-only, and mixed payments. Integrations include Salesforce, Sage, QuickBooks, Xodo eSignature, NACHA, SEPA, JSON, and Excel. Deployment choices include Windows-based installation, Azure cloud SaaS, and a customer's own cloud; Mac users can run it with Parallels. A borrower and investor portal is available with the cloud SaaS offering. Pricing depends on loan and user counts, with monthly fees for SaaS and web versions; licensed software has no monthly fee. There is no free plan, but a 30-day full-version trial is available. The cloud SaaS offering is described as SOC 2-compliant on Microsoft Azure, with data encrypted at rest.
Good
- Supports many loan types and payment patterns.
- Includes interest calculations, APR, and amortization schedules.
- Borrower and investor portal available with cloud SaaS.
- Integrates with Salesforce, Sage, QuickBooks, and others.
Watch out
- No free plan is offered.
- Pricing depends on loan and user counts.
- Investor Module is available only as an add-on.
Who it suits
It suits lenders and loan administrators handling varied loan types, calculations, and payment schedules. Organizations can choose among Windows-based, SaaS, and customer-cloud deployment options.
Verdict
Margill Loan Manager covers detailed servicing workflows, from varied interest calculations to borrower portals and integrations. Its pricing varies by loan and user counts, so request pricing for the intended deployment and scale.
Plans and prices
From Margill Loan Manager's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 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 |
The facts
Each one read from Margill Loan Manager's own pages, with the date it was checked.
What it does
- Calculations
- It supports simple, capitalized simple, and compound interest, APR calculations, multiple day counts, and multiple payment and compounding periods.checked 30 Sep 2026
- 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.checked 30 Sep 2026
- 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.checked 30 Sep 2026
- Integrations
- Listed integrations include Salesforce, Sage Cloud and Desktop, QuickBooks, Xodo eSignature, NACHA, SEPA, JSON, and Excel.checked 30 Sep 2026
- Loan types
- The product supports lending workflows including personal, installment, corporate, syndicated, mortgage, auto, student, and bridge loans.checked 30 Sep 2026
- Local security controls
- Detailed features list username and password login, optional mandatory strong passwords, multifactor authentication, and account lockout after five failed attempts.checked 30 Sep 2026
- Notable add-on
- The Investor Module for participation or syndicated loans is available only as an add-on module.checked 30 Sep 2026
- Payment schedules
- Schedules can handle regular, irregular, partial, late, extra, lump-sum, interest-only, principal-only, and mixed payments.checked 30 Sep 2026
- Purpose
- Automates loan management and servicing, including interest calculations, amortization schedules, payment tracking, reminders, fees, and reporting.checked 30 Sep 2026
- Scale
- The detailed features page states it can manage from 10 to 100,000+ loans.checked 30 Sep 2026
- 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.checked 30 Sep 2026
- 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.checked 30 Sep 2026
The company
- Company history
- Margill's company timeline says Margill Loan Manager version 1.0 launched in 2008.checked 30 Sep 2026
- Founded
- 1992checked 28 Sep 2026
- Headquarters
- Blainville, Quebec, Canadachecked 28 Sep 2026
Money
- 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.checked 30 Sep 2026
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