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.

Key Setuply features:

Project Management Case Management Secure Data Staging Client Impact Control Panel

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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.

Key Encompass360 features:

Comprehensive Functionality Customization Options Cloud-Based Accessibility Compliance Management

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

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

Automate borrower evaluation, decision making and loan management.

Key Turnkey Lender features:

Comprehensive Loan Management Automated Decision-Making Regulatory Compliance Customizable Features

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

Loan soft Pro is a comprehensive mortgage lending solution.

Key LoanSoft Pro features:

User-friendly Interface Comprehensive Features Customer Support Integration Capabilities

Simplify digital adoption with smart on screen guidance and support.

freemium $100.0 / Monthly

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

Key DecisionLender features:

User-Friendly Interface Comprehensive Loan Management Customizability Integration Capabilities

Loan Origination.

Key LoansPQ features:

User-Friendly Interface Quick Processing Comprehensive Functionality Integration Capabilities