---
description: ¿Qué piensan los usuarios de HES LoanBox? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de HES LoanBox gracias a Capterra Costa Rica.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: HES LoanBox - Opiniones, precios y características - Capterra Costa Rica 2026
---

Breadcrumb: [Inicio](/) > [Software para gestión de riesgos](/directory/30665/risk-management/software) > [HES LoanBox](/software/1032224/hes-loanbox)

# HES LoanBox

Canonical: https://www.capterra.co.cr/software/1032224/hes-loanbox

Página: 1 de 3\
Siguiente: [Página siguiente](https://www.capterra.co.cr/software/1032224/hes-loanbox?page=2)

> Plataforma de préstamos lista para usar con opciones de personalización. Automatización completa del proceso de gestión de préstamos.
> 
> Veredicto: 40 usuarios lo han valorado con **4.9/5**. De los mejores valorados en **Probabilidad de recomendación**.

-----

## Vista rápida

### ¿Quién usa HES LoanBox?

Diseñada para pymes y organizaciones financieras, incluidos bancos, cooperativas de crédito y prestamistas privados.

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.9/5** | 40 Opiniones |
| Facilidad de uso | 4.9/5 | Basado en las opiniones generales |
| Asistencia al cliente | 5.0/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.9/5 | Basado en las opiniones generales |
| Funciones | 4.9/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 100% | (10/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: HES FinTech
- **Constitución**: 2012

## Contexto comercial

- **Precio inicial**: USD 75 000,00
- **Modelo de precios**:  (Prueba gratis)
- **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000, 5 001-10 000, 10 000+
- **Despliegue y plataformas**: Cloud, SaaS, Web, Linux (local)
- **Idiomas admitidos**: alemán, español, francés, inglés, italiano, japonés, lituano, portugués, árabe
- **Países disponibles**: Alemania, Andorra, Arabia Saudita, Australia, Austria, Bulgaria, Bélgica, Canadá, Chequia, Chipre, Ciudad del Vaticano, Costa Rica, Croacia, Dinamarca, Emiratos Árabes Unidos, Eslovaquia, Eslovenia, España, Estados Unidos, Estonia y 46 más

## Funciones

- Alertas y notificaciones
- Base de datos de clientes
- Candidaturas en línea
- Comunicación multicanal
- Contabilidad
- Creación de informes/análisis
- Cualificación previa
- Distribución automática de fondos
- Gestión de carteras de préstamos
- Gestión de clientes
- Gestión de clientes
- Gestión de clientes potenciales
- Gestión de contactos
- Gestión de documentos
- Gestión de flujos de trabajo
- Gestión de la conformidad
- Gestión de prestatarios
- Gestión de transacciones
- Gestión del flujo de caja
- Gestión del pipeline
- Importación y exportación de datos
- Notificaciones automáticas
- Panel de comunicaciones
- Payment Collection
- Planificación de amortización
- Planificación de escenarios
- Portal de clientes
- Registro de auditoría
- Seguimiento de garantías
- Third-Party Integrations
- Toma de decisiones/evaluación de riesgo automatizada

## Integraciones (en total: 11)

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

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia 24/7
- Chat

## Categoría

- [Software para gestión de riesgos](https://www.capterra.co.cr/directory/30665/risk-management/software)

## Categorías relacionadas

- [Software para gestión de riesgos](https://www.capterra.co.cr/directory/30665/risk-management/software)
- [Software para prestamistas](https://www.capterra.co.cr/directory/20011/loan-origination/software)
- [Software para préstamos e hipotecas](https://www.capterra.co.cr/directory/30038/mortgage-and-loans/software)
- [Software de gestión de cobranzas](https://www.capterra.co.cr/directory/30234/debt-collection/software)
- [Software para préstamos](https://www.capterra.co.cr/directory/30088/loan-servicing/software)

## Alternativas

1. [The Mortgage Office](https://www.capterra.co.cr/software/9277/the-mortgage-office) — 4.8/5 (289 reviews)
2. [Fintech Market Core System](https://www.capterra.co.cr/software/1051572/fintech-market-core-system) — 5.0/5 (8 reviews)
3. [timveroOS](https://www.capterra.co.cr/software/201030/timvero-core) — 5.0/5 (10 reviews)
4. [abcoa Deal Pack](https://www.capterra.co.cr/software/96249/abcoa-deal-pack) — 4.8/5 (135 reviews)
5. [Intelligrow](https://www.capterra.co.cr/software/189232/Intelligrow) — 5.0/5 (3 reviews)

## Opiniones

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

> **Rachael** | *13 de febrero de 2023* | Servicios financieros | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: Ease of configuration, integration to other suppliers and HES technical team. This is a real turn key out of the box solution.
> 
> **Puntos en contra**: 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.

-----

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

> **Cameron** | *7 de abril de 2026* | Servicios financieros | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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.

-----

### "Smoother underwriting with better servicing support" — 5.0/5

> **sophie** | *16 de septiembre de 2026* | Servicios financieros | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: The underwriting workflow is the strongest part for me. It helps organize applications and supports more consistent decisioning when volumes are high. I also like the servicing capabilities because they can make repayment tracking and customer support cases easier to manage. The flexibility is useful when different lending or customer situations require different workflows
> 
> **Puntos en contra**: The flexibility means there is some initial configuration and learning involved before everything fits naturally into the way the team works. I also think the user experience around some servicing workflows could be more straightforward, particularly for new users.
> 
> HES LoanBox has been useful in helping us manage a lending operation where speed and consistency are important. With applications coming through a large dealer and broker network, having a more structured underwriting workflow helps reduce some of the manual work involved in reviewing and progressing applications. I also find the servicing side valuable, particularly when customers need additional support or forbearance, because having those cases organized within a structured workflow makes them easier to manage and follow up. Overall, it gives our team more consistency without taking away the human judgment that is still important in lending.

-----

### "a practical platform for managing lending processes" — 5.0/5

> **Werner** | *29 de agosto de 2026* | Servicios financieros | Valoración de la recomendación: 5.0/10
> 
> **Puntos a favor**: Having the lending process organized in one platform makes it easier for our team to follow applications and keep information consistent between stages. The ability to adapt the process to our existing lending requirements was also useful during implementation.
> 
> **Puntos en contra**: The initial transition required our team to spend time adjusting to the new process and understanding how the different stages worked together. Some parts of the setup also needed additional clarification before we were comfortable using them.
> 
> We introduced HES LoanBox to bring our loan application and servicing processes into one system. Before implementation, our team was handling several steps across separate processes, which made it harder to keep borrower and loan information consistent between teams. LoanBox gave our staff a more structured process and a clearer view of each case moving from application through servicing. The biggest improvement has been reducing the disconnect between these stages.

-----

### "Helpful for organizing loan operations across multiple programs" — 5.0/5

> **Lily** | *15 de septiembre de 2026* | Organización cívica y social | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: The main advantage is having borrower and loan information centralized instead of relying on separate tracking systems. It provides useful visibility across different lending programs and makes it easier to follow loan activity and repayments. The reporting capabilities are also helpful when working with portfolio information and accountability requirements.
> 
> **Puntos en contra**: The initial setup takes some time, particularly when workflows need to be configured around specific lending programs and reporting requirements. Some reporting may also require additional configuration to match the exact needs of funders or partners.
> 
> After using HES LoanBox for a few months, I found it helpful for bringing different loan activities into one place. Having borrower information, loan activity, repayment details, and portfolio information more organized makes it easier to keep track of relationships across different lending programs. It also provides better visibility for managing a growing portfolio and preparing reporting for partners and funders.

-----

Página: 1 de 3\
Siguiente: [Página siguiente](https://www.capterra.co.cr/software/1032224/hes-loanbox?page=2)

## Enlaces

- [Ver en Capterra](https://www.capterra.co.cr/software/1032224/hes-loanbox)

## Esta página se encuentra disponible en los siguientes idiomas

| Local | URL |
| de | <https://www.capterra.com.de/software/1032224/hes-loanbox> |
| de-AT | <https://www.capterra.at/software/1032224/hes-loanbox> |
| de-CH | <https://www.capterra.ch/software/1032224/hes-loanbox> |
| en | <https://www.capterra.com/p/254642/HES-LoanBox/> |
| en-AE | <https://www.capterra.ae/software/1032224/hes-loanbox> |
| en-AU | <https://www.capterra.com.au/software/1032224/hes-loanbox> |
| en-CA | <https://www.capterra.ca/software/1032224/hes-loanbox> |
| en-GB | <https://www.capterra.co.uk/software/1032224/hes-loanbox> |
| en-IE | <https://www.capterra.ie/software/1032224/hes-loanbox> |
| en-IL | <https://www.capterra.co.il/software/1032224/hes-loanbox> |
| en-IN | <https://www.capterra.in/software/1032224/hes-loanbox> |
| en-NZ | <https://www.capterra.co.nz/software/1032224/hes-loanbox> |
| en-SG | <https://www.capterra.com.sg/software/1032224/hes-loanbox> |
| en-ZA | <https://www.capterra.co.za/software/1032224/hes-loanbox> |
| es | <https://www.capterra.es/software/1032224/hes-loanbox> |
| es-AR | <https://www.capterra.com.ar/software/1032224/hes-loanbox> |
| es-CL | <https://www.capterra.cl/software/1032224/hes-loanbox> |
| es-CO | <https://www.capterra.co/software/1032224/hes-loanbox> |
| es-CR | <https://www.capterra.co.cr/software/1032224/hes-loanbox> |
| es-DO | <https://www.capterra.do/software/1032224/hes-loanbox> |
| es-EC | <https://www.capterra.ec/software/1032224/hes-loanbox> |
| es-MX | <https://www.capterra.mx/software/1032224/hes-loanbox> |
| es-PA | <https://www.capterra.com.pa/software/1032224/hes-loanbox> |
| es-PE | <https://www.capterra.pe/software/1032224/hes-loanbox> |
| fr | <https://www.capterra.fr/software/1032224/hes-loanbox> |
| fr-BE | <https://fr.capterra.be/software/1032224/hes-loanbox> |
| fr-CA | <https://fr.capterra.ca/software/1032224/hes-loanbox> |
| fr-LU | <https://www.capterra.lu/software/1032224/hes-loanbox> |
| it | <https://www.capterra.it/software/1032224/hes-loanbox> |
| nl | <https://www.capterra.nl/software/1032224/hes-loanbox> |
| nl-BE | <https://www.capterra.be/software/1032224/hes-loanbox> |
| pl | <https://www.capterra.pl/software/1032224/hes-loanbox> |
| pt | <https://www.capterra.com.br/software/1032224/hes-loanbox> |
| pt-PT | <https://www.capterra.pt/software/1032224/hes-loanbox> |

-----

## Datos estructurados

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Costa Rica","address":{"@type":"PostalAddress","addressLocality":"Ciudad de México","addressRegion":"CMX","postalCode":"CP 11000","streetAddress":"Boulevard Manuel Ávila Camacho no. 36, Piso 10 Col. Lomas de Chapultepec CP 11000 México, D.F"},"description":"Capterra Costa Rica ayuda a millones de usuarios a encontrar el software adecuado. Descubre opiniones, valoraciones, infografías y las listas más exhaustivas de software empresarial.","email":"info@capterra.co.cr","url":"https://www.capterra.co.cr/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.cr/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"HES LoanBox","description":"HES LoanBox es una solución de automatización de servicios de préstamos lista para usar. Está impulsada con notación de cálculo inteligente, motor de productos, herramienta avanzada de gestión de roles, soluciones de BI para creación de informes personalizados, plantillas de documentos y transacciones y mucho más. LoanBox ofrece un portal de navegador totalmente funcional con calculadora de préstamos incorporada, paneles, notificaciones por SMS/correo electrónico, etc. El sistema ha sido diseñado por un equipo de HES experto y proporciona una mayor transparencia, seguridad, precisión de cálculo y escalabilidad.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/29e54fdc-8f8b-40a0-ba9e-320e8a98cf8a.png","url":"https://www.capterra.co.cr/software/1032224/hes-loanbox","@id":"https://www.capterra.co.cr/software/1032224/hes-loanbox#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.cr/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":40,"ratingValue":4.9},"offers":{"price":"75000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Linux on premise"},{"@id":"https://www.capterra.co.cr/software/1032224/hes-loanbox#faqs","@type":"FAQPage","mainEntity":[{"name":"¿Qué es HES LoanBox?","@type":"Question","acceptedAnswer":{"text":"HES LoanBox es una solución de automatización de servicios de préstamos lista para usar. Está impulsada con notación de cálculo inteligente, motor de productos, herramienta avanzada de gestión de roles, soluciones de BI para creación de informes personalizados, plantillas de documentos y transacciones y mucho más. LoanBox ofrece un portal de navegador totalmente funcional con calculadora de préstamos incorporada, paneles, notificaciones por SMS/correo electrónico, etc. El sistema ha sido diseñado por un equipo de HES experto y proporciona una mayor transparencia, seguridad, precisión de cálculo y escalabilidad.","@type":"Answer"}},{"name":"¿Quién usa HES LoanBox?","@type":"Question","acceptedAnswer":{"text":"Diseñada para pymes y organizaciones financieras, incluidos bancos, cooperativas de crédito y prestamistas privados.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.cr/software/1032224/hes-loanbox#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Inicio","position":1,"item":"/","@type":"ListItem"},{"name":"Software para gestión de riesgos","position":2,"item":"/directory/30665/risk-management/software","@type":"ListItem"},{"name":"HES LoanBox","position":3,"item":"/software/1032224/hes-loanbox","@type":"ListItem"}]}]}
</script>
