---
description: Review of mysherpas Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: mysherpas | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/4505/loan-servicing/software) > [mysherpas](/software/550263/mysherpas)

# mysherpas

Canonical: https://www.softwareadvice.com.au/software/550263/mysherpas

> 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 \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: mysherpas

## Commercial Context

- **Starting Price**: USD 29,999.00
- **Pricing model**: Usage Based
- **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**: English
- **Available Countries**: Ireland, Switzerland, 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
- Client Management
- Client Portal
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Management
- Customer Database
- Customer Management
- Customisable Branding
- Customizable Reports

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Loan Servicing Software](https://www.softwareadvice.com.au/directory/4505/loan-servicing/software)

## Related Categories

- [Loan Servicing Software](https://www.softwareadvice.com.au/directory/4505/loan-servicing/software)
- [Loan Origination Software](https://www.softwareadvice.com.au/directory/4557/loan-origination/software)
- [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/550263/mysherpas)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/550263-mysherpas/> |
| en-AU | <https://www.softwareadvice.com.au/software/550263/mysherpas> |
| en-GB | <https://www.softwareadvice.co.uk/software/550263/mysherpas> |
| en-IE | <https://www.softwareadvice.ie/software/550263/mysherpas> |
| en-NZ | <https://www.softwareadvice.co.nz/software/550263/mysherpas> |

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