--- title: "LoanAssistant Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about LoanAssistant Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/128240/LoanAssistant/" page_type: "product" language: "en" --- # LoanAssistant Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) LoanAssistant ## What is LoanAssistant? Loan AssistantTM is an incredibly powerful and versatile loan amortization software. Painstakingly developed by a dedicated team of successful bankers, accountants, and software developers, Loan AssistantTM services your every need. It is the only loan servicing add-on for QuickBooks that allows you to efficiently manage multiple loans and credit lines. With Loan AssistantTM, your loan data will show up in QuickBooks without a double entry effort. Accrual Accounting option available. ## What is LoanAssistant used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $999 Flat Rate, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for LoanAssistant?[Manage this product listing](https://www.g2.com/products/loanassistant/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### LoanAssistant 4.8 (13) VS. [4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting Price $999 Flat Rate, Per Year Starting Price $75000 Other, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (13) Ease Of Use 4.9 (39) Value For Money 4.9 (9) Value For Money 4.9 (37) Customer Service 4.8 (12) Customer Service 4.9 (39) ## LoanAssistant alternatives [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (33)](https://www.capterra.com/p/147212/Construction-Loan-Manager/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/) [4.5 (52)](https://www.capterra.com/p/10003412/Lendsqr/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10003412/Lendsqr/) [View all alternatives](https://www.capterra.com/p/128240/LoanAssistant/alternatives/) ## FAQs about LoanAssistant Overview ### Which roles and teams benefit most from LoanAssistant? LoanAssistant is most used by lending operations teams, financial managers, and firm leaders who need to streamline loan origination, track borrower details, and manage documentation. Credit officers and mortgage administrators use it for daily processing, while accountants, owners, partners, and executives rely on it for oversight, accuracy, and workflow efficiency. Answer based on 11 reviews Overview ### What company size and specific industries is LoanAssistant built for? LoanAssistant is designed for banks, credit unions, hard-money lenders, loan servicers, note servicers, private lenders, accountants, cities, municipalities, and Indian tribes that manage lending and borrower-side loan tracking. It fits organizations of varied sizes involved in financial services and public-sector lending rather than a single company tier. Features and Usability ### What are the key features of LoanAssistant? LoanAssistant offers loan management and loan servicing, with borrower management, payment collection, payment tracking, and automatic funds distribution. It also includes amortization schedule, audit trail, compliance management, document management, customizable reports, third-party integrations, and support for auto loans, mortgages, commercial loans, and student loans. Pricing ### How much does it cost and what fees or limitations are included? LoanAssistant starts at $999 per year for the Professional Package License, which includes unlimited loans and credit lines and one user with up to 2 QuickBooks Company integrations. The Premium Package License costs $1,299 per year, and the Premimum Accrual Package License costs $1,500 per year. A free trial is available. Integrations ### Which third-party tools and platforms does LoanAssistant integrate with? LoanAssistant integrates with Microsoft Excel, Microsoft Outlook, and Microsoft Word. These Microsoft integrations cover spreadsheet, email, and document workflows, giving LoanAssistant compatibility with the core productivity tools many lending teams already use for daily file management and communication. Getting Started and Support ### What training and onboarding options does LoanAssistant offer? LoanAssistant provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does LoanAssistant offer? LoanAssistant provides email/help desk and phone support. Users can contact support through either channel for assistance with setup, account issues, or product questions. No reviewer feedback about response speed, helpfulness, or common support frustrations is available, so support experience cannot be characterized further. ## Features AI summary Based on 357 Loan Origination reviews Capterra data shows that buyers of loan servicing software rank the following features as their top priorities: - **Borrower Management** (**52%** of reviewers rated this feature as critical) - **Payment Collection** (**58%**) - **Loan Portfolio Management** (**66%**) LoanAssistant supports all three of the features reviewers consider most important: **Borrower Management**, **Payment Collection**, and **Loan Portfolio Management**. Together, these capabilities help businesses manage borrower relationships, collect payments consistently, and monitor loan performance across the portfolio, allowing teams to keep servicing operations organized and make better day-to-day decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. LoanAssistant 37 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Client Database: Electronic storage of stakeholder contact information - Collateral Tracking: Link and track collateral information associated with one or multiple loans - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Investor Management: Automated payments and reporting for investors - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Mortgages: Type of loan used to purchase real estate - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Tracking: Track sent and received payments, invoices, and bills. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period --- Features 4.8 (10) 4.8 Based on 10 reviews ## Pricing Value for money 4.9 (9) Free Trial [View pricing plan details](https://www.capterra.com/p/128240/LoanAssistant/pricing/) Proffesional Package License $999.00 Flat Rate,Per Year It includes: - Adjustable Rate Loans - Amortized - Balloon and Interest Only Loans - Installment Sale and Escrow Collection. - Revolving and Non-Revolving Credit Lines - Single User With up to 2 Quickbooks® Company Integrations - Unlimited Number of Loans and Credit Lines Premium Package License $1,299 Flat Rate,Per Year It includes: - 1098 Reporting - Balloon and Interest Only Loans; Adjustable Rate Loans; Revolving and Non-Revolving Credit Lines; Installment Sale and Escrow Collection - Connection to Unlimited Number of Quickbooks® Companies - Customer Communications Module - Customized Documents - Investor Participation Module - Network/Multiuser for up to 3 Users - Unlimited Number of Loans and Credit Lines; Single User With up to 2(Two) Quickbooks® Company Integrations; Amortized Premimum Accrual Package License $1,500 Flat Rate,Per Year It includes: - 1098 Reporting - Accrual Accounting Module; Network/Multiuser for up to 5 Users. - Balloon and Interest Only Loans; Adjustable Rate Loans; Revolving and Non-Revolving Credit Lines; Installment Sale and Escrow Collection - Connection to Unlimited Number of Quickbooks® Companies - Customer Communications Module - Customized Documents - Investor Participation Module - Network/Multiuser for up to 3 Users - Unlimited Number of Loans and Credit Lines; Single User With up to 2(Two) Quickbooks® Company Integrations; Amortized Stand-Alone Premium $999.00 Other,Per Year Value for money 4.9 (9) 4.9 Based on 9 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) ## Support, customer service and training options Customer Service 4.8 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (12) 4.8 Based on 12 reviews ## User reviews Overall rating 4.8 Based on 13 reviews Filter by rating 5(10) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent EM Emmanuel M. Credit Officer Banking ### "A Great and Comfortable to use Software in managing loans" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2021 Much impressed with how the application works.. I have been using this app for years now and have recommended to many users and institutions.. Good work done... Cudos Pros Loan assistant is a great a software to use in managing loans. This app has been recommended by myself to many users, banks and other financial institutions. We are able to integrate with quick books, calculate and manage interests on credit facilities and mortgages. Cons Windows users only applicable.it would be of great usage to others as I am enjoying the app when other softwares are been instituted.. GREAT APP Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KW Kathleen W. MLO / Office Admin. Banking ### "Mortgage Loan Software integrated with Quickbooks" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2020 I've been very impressed with the entire process of Loan Assistant. We have been using this program for over 3 years. Our company has addressed issues, given ideas, and asked for help many times. The Loan Assistant team always responds promptly and with resolutions to our questions or concerns. When something doesn't work quite like we need it to they have always provided assistance and advice on whether we can make adjustments in the software to accommodate our needs. Outstanding Service! Pros Integrating with our existing accounting software (Quickbooks) is the most important aspect for us using this software. The ease and simplicity of the program is second and the affordably pricing is also important. The program offers customization to your specific needs if necessary. The superior customer service responsiveness is amazing. I've never waited long for any response and the staff is always pleasant. Cons The only con would be that I have not used another loan servicing software program....so I cannot offer comparisons. Reasons for choosing LoanAssistant No other product would allow our specific loan terms and conditions which have been used for over 100 years to work with their product software. Loan Assistant was able to work with our specific needs and has been wonderful. Each year we are growing together and they have made significant improvements since the first program we implemented in 2017. We will continue to be a loyal customer. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IG Ira G. CFO Financial Services ### "Great Program!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2020 Tracking loans and integrating with QuickBooks. Pros Integrates with QuickBooks and does a great job. Program is easy to use and maintain. Tracks various types of loans and has many features for a great price! Cons No complaints. The program does what I need it to do. If I ever have a issue, it is quickly resolved. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GS GREGORY S. Owner Real Estate ### "A need to have fo a small business" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2020 The overall experience is excellent. User friendly and powerful software. The support is also great. The most important benefit is connection to Quickbooks Online, which I have not found anywhere else. It is a an excellent product for its price. Pros Loan Assistant is an easy to use application. I was able to integrate to my QuickBooks Online file within minutes. Very straightforward loan set up and payment posting processes. The reporting module is very flexible, especially the portfolio summary report, I have not seen such flexibility in any previously used applications. The billing invoices can distributed by email and/or even sms messages. Cons Need to have a module to accept ACH payments. Although I was told that it will be released in 2020. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MM Maria M. Business Manager Automotive ### "Great software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2020 Very satisfied. Pros Loan Assistant is a great tool in tracking loan activity. It has definitely made my job easier posting payments and automating/updating the amortization schedules. Reporting in the system is also very easy and useful. Cons Sometimes the system closes out on its own, but all in all the software is very useful. If there are any issues, our rep \[SENSITIVE CONTENT HIDDEN\] is very helpful and knowledgeable. Always ready to help quickly and efficiently. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NB nitish B. Associate Financial Analyst Financial Services ### "Good software for managing loans" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 26, 2018 Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one. Pros Loan assistant is loan management software that our team recommend and suggest to our clients. Most important function of this software is it can organise large of loans that is very difficult for a manual job. It is simple in use and learn curve is simple. It can manage bills and amortization schedule easily and it works well with QuickBooks. Cons It can be used only on windows platform which some may find it a disadvantage but most of the user don't bother about it. Customer support is imporving but still lacks in its service. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Senior Tax Accountant Financial Services ### "Flexible, Comfortable and affordable software in managing loans" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 28, 2018 Pros LoanAssistant is a loan management software that my team and I suggest for some of our clients, especially those with loans due to business start-ups. It is a great beginner’s software. It calculates interests, manages billing and pay off statements and it is highly integrative with QuickBooks system. It also covers your mortgages, which is bothersome to most of our clients. Cons The software is only applicable for Windows users which limit their possible clients. But for those who are Windows users, none so far have shared any complaints with this software and this helps our institution. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AZ Alex Z. Director Real Estate ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 18, 2018 reporting Pros Great software for my business; saves my team a lot of time - amazing job integrating with QuickBooks! The software is very user friendly and intuitive; reporting is excellent. The support staff has been very helpful with issues not covered in the help file. Cons Would be soo much better if they had 24x7 tech. support. Other than that, i cant think of anything else. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EM Ebenezer M. ### "i want to know how your software works" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 December 8, 2016 I have been lending money and i have been using excel as methods of keeping my records but i want to change this system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jay G. ### "Great product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 27, 2016 I was really surprised by the product. I have a quite complicate loan portfolio and had to spend long hours making adjustments and entering the transactions into QuickBooks. Buying LoanAssistant was a game changer. Having more than 150 active loans, I only spent several hours per months to handle payments/statements, no manual entries to QuickBooks anymore!! Thank you LoanAssistant!!!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/128240/LoanAssistant/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.