Who Uses This Software?

Bankers, Accountants, Hard-Money Lenders, Loan Servicers, Note Servicers, Cities, Municipalities, Banks, Credit Unions, Indian Tribes, Private Lenders and more


Average Ratings

5 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $1,199.00/one-time
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Integrated Accounting Solutions
  • www.iasolutions.info/
  • Founded 1999
  • United States

About 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 double entry.


LoanAssistant Features

  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

LoanAssistant Reviews Recently Reviewed!

i want to know how your software works

Dec 08, 2016
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality

Comments: I have been lending money and i have been using excel as methods of keeping my records but i want to change this system.

Great product!

Oct 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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!!!!

I absolutely love this product

Oct 17, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I absolutely love this product. I was a bit skeptical at first because I didn┬┐t want

to have to learn an entirely new application. When I read that it worked with

QuickBooks I was thrilled because I was already using it for my accounting and

there would not be any significant learning curve. The transfer of the existing data

was not difficult. I am recommending this product to everyone who is looking for

powerful loan amortization software working with QuickBooks.

Excellent support

Oct 03, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I cannot speak more highly of this application and its support staff. I am not a

technical person and I was apprehensive about new technology, so I reached out to

the support team. They were, and still are, readily available as I became comfortable

making the transition to using Loan Assistant. Although I was generally familiar

with QuickBooks, loan management was new to me. The staff stayed with me and

continued to correspond with me until I became proficient.

Comfortable and functional product

Sep 27, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am a small business owner and financing is my side business to facilitate

sales of my primary product. I have been having a very difficult time finding loan

management software that is flexible enough to meet the requirements of my

business at reasonable price. This application has done everything I needed it

to and it was priced very competitively compared to other products with similar

functionality. It feels amazing knowing that I can produce all my accounting reports

for both my primary sales and my financing business using the same software.