---
description: Tudo sobre HES LoanBox: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: HES LoanBox - Preço, avaliações e classificação - Capterra Portugal 2026
---

Breadcrumb: [Home](/) > [Software de Criação de Empréstimos](/directory/20011/loan-origination/software) > [HES LoanBox](/software/1032224/hes-loanbox)

# HES LoanBox

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> Plataforma de empréstimo pronta para uso com opções de personalização. Automação completa do processo de gestão de empréstimos.
> 
> Verdict: Rated **4.9/5** by 29 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa HES LoanBox?

Desenvolvida para PMEs e organizações financeiras, inclusive bancos, cooperativas de crédito e credores privados.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **4.9/5** | 29 Avaliações |
| Praticidade | 4.9/5 | Based on overall reviews |
| Suporte ao cliente | 5.0/5 | Based on overall reviews |
| Relação qualidade/preço | 4.9/5 | Based on overall reviews |
| Recursos | 4.9/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: HES FinTech
- **Founded**: 2012

## Commercial Context

- **Preço inicial**: 75 000,00 US$
- **Modelo de preços**:  (Teste Grátis)
- **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+
- **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Linux (local)
- **Idiomas**: espanhol, francês, inglês, italiano, japonês, lituano, árabe
- **Available Countries**: Alanda, Alemanha, Andorra, Arábia Saudita, Austrália, Bulgária, Bélgica, Canadá, Chipre, Chéquia, Cidade do Vaticano, Costa Rica, Croácia, Dinamarca, Emirados Árabes Unidos, Eslováquia, Eslovénia, Espanha, Estados Unidos, Estónia and 46 more

## Recursos

- Acompanhamento de caução
- Alertas/notificações
- Banco de dados de clientes
- Candidaturas online
- Comunicação multicanal
- Contabilidade
- Cronograma de amortização
- Distribuição automática de fundos
- Gerenciamento de contatos
- Gerenciamento de documentos
- Gestão da carteira de empréstimos
- Gestão de clientes
- Gestão de clientes
- Gestão de leads
- Gestão de mutuários
- Gestão de transações
- Gestão do fluxo de caixa
- Gestão do fluxo de trabalho
- Gestão do pipeline
- Importação/exportação de dados
- Notificações automáticas
- Painel
- Payment Collection
- Planejamento de cenários
- Portal do cliente
- Pré-qualificação
- Registro de auditoria
- Relatórios e análise de dados
- Third-Party Integrations
- Tomada de decisão/avaliação de risco automatizada

## Integrations (11 total)

- APLYiD
- Camunda
- GiniMachine
- Jumio
- Ondato
- PandaDoc
- Plaid
- SendGrid
- Twilio
- VoPay
- digiRunner

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Assistência 24/7
- Bate-papo

## Category

- [Software de Criação de Empréstimos](https://www.capterra.pt/directory/20011/loan-origination/software)

## Categorias relacionadas

- [Sistemas de Gestão de Riscos](https://www.capterra.pt/directory/30665/risk-management/software)
- [Software de Criação de Empréstimos](https://www.capterra.pt/directory/20011/loan-origination/software)
- [Software de Hipotecas](https://www.capterra.pt/directory/30038/mortgage-and-loans/software)
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- [Software de Serviço de Empréstimos](https://www.capterra.pt/directory/30088/loan-servicing/software)

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5. [Margill Loan Manager](https://www.capterra.pt/software/79849/margill-loan-manager) — 4.8/5 (48 reviews)

## Avaliações

### "Revolutionising the way we do business and this is just the start" — 4.0/5

> **Rachael** | *13 de fevereiro de 2023* | Serviços financeiros | Recommendation rating: 10.0/10
> 
> **Vantagens**: Ease of configuration, integration to other suppliers and HES technical team. This is a real turn key out of the box solution.
> 
> **Desvantagens**: It could be built to allow the Admin user to have increased control over back end processes and Database, creating an admin UI that is simple to use to amend workflows, integrations and reduce the ongoing costs for development or quick simple changes.
> 
> It was important that we were able to move to something that was Simple, Helpful and Clear for our people whilst ensuring it was proportionate and relevant for our not-for-profit company. We needed a system that was easy to config allowing us to remain flexible, make quick and easy changes to meet our strategy and business operating model. The HES team partnered with us in true partner style, working together to use the skills across both of our teams. It has allowed us to automate our back-end loan management system reducing the operational costs and using some simple gamification techniques to help us test and learn.

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### "Scalable and Transparent Lending Platform for Institutional-Grade Operations" — 5.0/5

> **Cameron** | *7 de abril de 2026* | Serviços financeiros | Recommendation rating: 10.0/10
> 
> **Vantagens**: As Co-President and Global Head of Trading at TXSE Group Inc, I’ve worked with several financial platforms, and HES LoanBox stands out for its strong automation and operational clarity. The platform simplifies complex loan servicing and origination processes, particularly in areas like payment tracking, interest calculations, and reporting. Its flexibility allows us to adapt workflows to match evolving institutional requirements, which is critical in a fast-moving financial environment. The system also provides excellent visibility into portfolio performance, supporting data-driven decisions and risk oversight. Additionally, the interface is intuitive, which has made adoption across teams relatively smooth.
> 
> **Desvantagens**: While the platform is robust, initial setup and customization can take time, especially for organizations with complex structures and requirements. Some reporting dashboards could benefit from additional customization options, and more advanced notification features would improve real-time monitoring. However, these are relatively minor compared to the overall capabilities of the system.
> 
> HES LoanBox has proven to be a reliable and scalable solution that aligns well with the needs of modern financial institutions. It supports efficiency, transparency, and accuracy across the loan lifecycle, which are essential for maintaining high operational standards. For organizations seeking a flexible and enterprise-ready lending platform, it is a strong choice.

-----

### "Efficient and user friendly tool" — 5.0/5

> **Debora** | *30 de março de 2026* | Contabilidade | Recommendation rating: 8.0/10
> 
> **Vantagens**: HES loanbox is Easy to use with a clear interface fast processing it helps save time improves workflow efficiency.
> 
> **Desvantagens**: Some features feel limited and there can be occasional delays or minor technical issues during use..
> 
> Overall my expériences has been positive&#10;• The platform is reliable and practical for managing loane processes despite a few small drawback

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### "Enhancing Financial Coordination and Operational Efficiency with HES LoanBox" — 5.0/5

> **James** | *30 de abril de 2026* | Bancos | Recommendation rating: 10.0/10
> 
> **Vantagens**: HES LoanBox improves coordination through strong workflow automation and structured processes, making it easier to manage financial activities linked to events. Its tracking and reporting tools provide clear visibility, helping ensure accuracy, transparency, and better collaboration with finance and compliance teams in a regulated environment.
> 
> **Desvantagens**: Some features are primarily designed for lending operations, so adapting them to event-related workflows required extra effort. Additionally, the initial onboarding and customization process took time to align with internal systems and procedures.
> 
> Overall, HES LoanBox is a reliable platform that enhances efficiency, supports structured financial management, and improves cross-team collaboration despite minor adaptation challenges.

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### "Reliable Lending Automation for SME Financing Expansion" — 5.0/5

> **Abhilash** | *6 de novembro de 2025* | Bancos | Recommendation rating: 10.0/10
> 
> **Vantagens**: One of the strongest advantages we experienced with HES LoanBox was the way it automated repetitive tasks, especially in the early stages of SME loan process. Previously our analysts manually reviewed documents, verified customer submissions and follow up regularly with relationship managers to clarify missing infomation. LoanBox streamlined these steps by centralizing all borrower files and creating a smooth approval sequence that required far less intervention. A big thank you to HES LoanBox.
> 
> **Desvantagens**: The challenges we faced was the customization of dashboards and user roles. setting up reporting views that matched our internal monitoring structure took longer than anticipated and in several cases, required multiple rounds of adjustments with the vendor. They can improve on that
> 
> Just to cut it short, our experience with HES LoanBox has been very positive. the system has significantly strengthened our loan processing efficiency and improved communication across teams. Although the customization phase demanded patience, the long term benefits far outweigh the early hurdles. Today, our SME lending operation run with better structure, faster decision making and clearer oversight, which ultimately enhances our ability to serve business clients more effectively.

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