--- description: Review of mysherpas Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: mysherpas | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/4505/loan-servicing/software) > [mysherpas](/software/550263/mysherpas) # mysherpas Canonical: https://www.softwareadvice.co.nz/software/550263/mysherpas Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/550263/mysherpas?page=2) > mysherpas is an enterprise AI lending platform designed for professional business lenders. It centralizes loan document management, automates workflows, and facilitates borrower communications to streamline business lending processes. Financial institutions such as credit unions, community development financial institutions, and commercial lenders use the platform to manage SBA 7(a) loans, 504 loans, agricultural lending, and other commercial loan products. The platform includes centralized loan document management, consolidating files, checklists, and borrower requests in a single repository with version control. Workflow automation features trigger tasks, route approvals, and track pipeline progress without manual input. Data integration capabilities automatically pull information such as credit reports, background checks, insurance verification, UCC filings, and environmental reports into loan packages. The borrower hub provides a portal for applicants to submit documents, track loan status, and complete e-signature workflows. Digital applications capture leads and route non-qualifying applicants appropriately. Centralized messaging stores all loan-related communications in auditable threads within each loan file. The platform supports multiple deployment configurations to align with existing technology systems. It can operate alongside current CRM, loan origination, and core banking tools, replace a CRM while maintaining other systems, or replace both CRM and loan origination functions while integrating with core banking systems. The platform is SOC 2 certified. > > Verdict: Rated **4.9/5** by 7 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 7 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: mysherpas ## Commercial Context - **Starting Price**: US$29,999.00 - **Pricing model**: Other - **Pricing Details**: Tailored Enterprise Pricing At mysherpas, our pricing structure is designed to align directly with the unique operational scale and strategic objectives of your financial institution. Rather than enforcing a rigid, one-size-fits-all model, our plans are calculated using two primary variables: the size of your lending business and the functional scope of the platform required to support it. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Arabic, Brazilian Portuguese, English, French, German, Hindi, Italian, Portuguese, Spanish, Swedish - **Available Countries**: Australia, Canada, France, Germany, Ireland, Italy, Mexico, Netherlands, New Zealand, Singapore, Switzerland, United Arab Emirates, United Kingdom, United States ## Features - AI Copilot - API - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Trail - Automated Decisioning/Underwriting - Borrower Management - Business Loans - CRM - Client Management - Client Portal - Communication Management - Compliance Management - Configurable Workflow - Contact Management - Credit Reporting - Customer Database ## Integrations (87 total) - 0CodeKit - 0xProcessing - 0xpay - 1 Dance School - 1 EDI Source - 1-Click AI Blog Article App - 10 Time Tracking - 10-8 Systems Dispatch - 1000minds - 100Hires - 100Plus - 1099 Pro - 1099-Etc - 1099FIRE Software - 10Duke Licensing ... and 72 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Loan Servicing Software](https://www.softwareadvice.co.nz/directory/4505/loan-servicing/software) ## Related Categories - [Loan Servicing Software](https://www.softwareadvice.co.nz/directory/4505/loan-servicing/software) - [Loan Origination Software](https://www.softwareadvice.co.nz/directory/4557/loan-origination/software) - [Commercial Loan Software](https://www.softwareadvice.co.nz/directory/4758/commercial-loan-software/software) ## Reviews ### "More Than a Platform - A True Partner in Improving Our Lending Process" — 5.0/5 > **Heidi** | *3 June 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: mysherpas has transformed our document intake process by eliminating manual workflows, reducing back-and-forth, and improving efficiency and visibility across the loan lifecycle. It has allowed us to deliver more consistent, complete loan packages while speeding up underwriting timelines. > > **Cons**: The main areas for improvement are around continued refinement as the platform evolves. That said, the mysherpas team is highly responsive and actively incorporates feedback, so improvements are consistently being made. > > What truly sets them apart is their team—they are incredibly responsive, collaborative, and proactive. They actively seek feedback and continuously improve the platform, making it feel like a true partnership rather than a typical vendor relationship. ----- ### "Loan Operations Manager" — 5.0/5 > **Pauline** | *11 June 2026* | Banking | Recommendation rating: 8.0/10 > > **Pros**: The application is easy to use and highly intuitive. The team clearly put significant thought into the user experience, designing an interface that feels natural and efficient for end users. > > **Cons**: While the application offers a strong user experience, the underwriting and risk rating modules are not yet available. This creates a gap in functionality and requires the use of a separate solution to complete those processes. > > Overall, I love the application. It provides a great user experience, and it's clear the company is committed to continuous improvement through regular feature releases and enhancements. I'm looking forward to seeing what new capabilities and innovations they introduce in the future. ----- ### "Good software with amazing support with room for improvements" — 4.0/5 > **Deiny** | *9 June 2026* | Banking | Recommendation rating: 8.0/10 > > **Pros**: Organization piece and the customer support. It feels easy to organize documents and name them, especially the use of the "requested" items. When assistance is needed, our representative Aaron is always there. I do like the different phases/status and the easiness to add/remove people to loan packages. I also like that when I create a shortcut in my internet browser, the shortcut stays regardless of the status of the loan. > > **Cons**: It takes sometimes too many clicks on s documents to just open it, especially when coming back from another screen. Sometimes it takes too long to load. I also don't like that I need to edit the hyperlinks every time I copy a link since they are too long. > > My experience has been OK. I understand that for some other departments it could be a plus due to the member interface advantages, but I personally do not find any advantages myself compared to our previous software. ----- ### "Making our application process more efficient" — 5.0/5 > **Amy** | *9 June 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Love the customer support and loan management. \[sensitive content hidden\] always gets back to us when we have an issue. This process has greatly improved our overall efficiency, > > **Cons**: It is sometimes hard for me to keep up with all of the changes and new features. \[sensitive content hidden\] is great to offer assistance any time to help me with new things. > > I have had a great overall experience with mysherpas. Working with \[sensitive content hidden\] has been a pleasure. This has really helped our process become more uniform. ----- ### "A True Partner in Delivering Client-Centric Business Lending Solutions" — 5.0/5 > **Michael** | *12 June 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: As a vendor working closely with mysherpas, what stands out most is how deeply their team invests in understanding their clients. They do not try to force institutions into a rigid framework. Instead, they take the time to learn each client’s unique lending process and challenges. This approach carries through in how they engage, including highly tailored demos that directly address real friction points and operational needs. > > **Cons**: Because the platform is continuously evolving and innovating, it can occasionally be challenging for clients to keep pace with new features. That said, mysherpas is proactive in supporting adoption > > From a vendor perspective, mysherpas sets a high standard for client engagement. They combine forward-thinking technology with a hands-on, collaborative approach that truly prioritizes client success. Their ability to partner closely with institutions elevates both internal teams and the borrower experience. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/550263/mysherpas?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/550263/mysherpas) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data