LoanAssistant Reviews & Ratings

LoanAssistant

5.0 out of 5 stars

Ratings and Reviews 5 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is LoanAssistant?

LoanAssistant is an innovative and flexible loan management software crafted by a skilled group of accomplished software engineers, banking professionals, and financial experts. This unique solution is the sole loan servicing add-on compatible with QuickBooks, allowing users to efficiently oversee various loans and credit lines. With LoanAssistant, users can effortlessly sync loan data with QuickBooks without the need for duplicate entries, facilitating real-time financial reporting. The software is designed to automatically compute interest and principal amounts based on the specified payment date and amount, making it easy to manage and process any applicable charges and fees. Its user-friendly interface requires no advanced accounting or bookkeeping knowledge, making it accessible to a broad audience. The comprehensive loan management capabilities of LoanAssistant cater to multiple sectors within the lending industry, including residential and commercial mortgages, student loans, automotive financing, construction loans, installment sales, leases, and investor participation, among others. Additionally, the program offers extensive reporting options, which include personalized letters and tax documents such as the 1098 forms. Setting up the system is straightforward, requiring no extra hardware, and there are no additional costs based on the number of loans, customers, accounts, or transactions managed. Furthermore, it features an option for accrual accounting, as well as stand-alone and borrower-side servicing capabilities. Users can also take advantage of a complimentary 30-day trial to explore the software's features and capabilities.

What is Benedict Group?

Easily manage, supervise, and track your loan applications from one centralized platform. This system features personalized checklists, streamlined loan approval workflows, document and image tracking, and a convenient one-click transfer to servicing—everything necessary is at your fingertips. Customize your software specifically for commercial mortgages, offering unparalleled flexibility. You can handle a variety of loans such as commercial mortgages, participation loans, construction loans, and those requiring multiple escrow accounts or intricate asset management, among others. Navigating your loan accounting is made simple with thorough analytics, a complete financial history, and a customizable GL interface, optimizing the entire process. With a diverse selection of integrated standard reports, a user-friendly report writer, and full access to your data for easy investor reporting, we provide comprehensive solutions for all your loan management reporting needs. Our platform is designed to adapt efficiently to the diverse requirements of both small firms and large institutions, ensuring it evolves alongside your loan management challenges. This way, you can focus on what truly matters—growing your business and serving your clients effectively.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$999
Starting at $999

No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

Integrated Accounting Solutions

Date Founded

1999

Company Location

United States

Company Website

www.iasolutions.info/

Company Facts

Organization Name

Benedict Group

Date Founded

1990

Company Location

United States

Company Website

www.benedictgroup.com

Categories and Features

Accounting

Not specified

Finance

Not specified

Loan Management

Not specified

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Commercial Mortgages
Contact Management
Customer Statements
Document Management
Government Loans
Loan Servicing
Residential Mortgages

Real Estate

Not specified

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Pipeline Management
Risk Management

Loan Management

Not specified

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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