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

8 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $500.00/year
    See pricing details
  • Pricing Details
    Unlimited number of loans and credit lines; Single user with 2 QuickBooks
  • 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!


Flexible, Comfortable and affordable software in managing loans

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Great software

Jun 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
Likely

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.

Overall: reporting

Good software for managing loans

Oct 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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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.

Overall: Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one.

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.

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.

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 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.