Ratings and Reviews 5 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Mortgage Automator Reviews & Ratings
    189 Ratings
    Company Website
  • LendingPad Reviews & Ratings
    302 Ratings
    Company Website
  • LoanPro Reviews & Ratings
    144 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Bravo POS for Pawnbrokers Reviews & Ratings
    94 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,530 Ratings
    Company Website

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 BusinessBANKER?

BusinessBANKER, developed by Cognitive Group, is a flexible and cloud-based Loan Origination Solution that enables lenders to efficiently oversee documents, collaterals, risk assessments, workflows, and compliance measures. It streamlines the commercial loan journey from the initial application to the final closing phase. By utilizing a one-screen system founded on a distinct scientific cognitive methodology and AI-enhanced automations, BusinessBANKER enhances employee productivity significantly. The platform features customizable interfaces tailored for branch staff, mobile users, and web-based self-service options, allowing users to generate intricate credit applications in less than five minutes. The BusinessBANKER system is composed of five essential modules, which include the DIGITAL INTERFACE MANAGER, RISK MODEL MANAGER, DECISION ENGINE, WORKFLOW MANAGER, and CONFIGURATOR, and additional modules can also be incorporated as needed. This comprehensive approach ensures that all aspects of loan origination are efficiently managed and adaptable to the varying needs of lenders.

Media

Media

Integrations Supported

Amplitude
Docusign
Equifax BusinessConnect
Freshping
Mambu
Microsoft 365
Microsoft Access
Microsoft Dynamics 365
Oracle API Management
Orion ERP
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Salesforce
Twilio

Integrations Supported

Amplitude
Docusign
Equifax BusinessConnect
Freshping
Mambu
Microsoft 365
Microsoft Access
Microsoft Dynamics 365
Oracle API Management
Orion ERP
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Salesforce
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$999
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Integrated Accounting Solutions

Date Founded

1999

Company Location

United States

Company Website

www.iasolutions.info/

Company Facts

Organization Name

Cognitive Group

Date Founded

1995

Company Location

Canada

Company Website

cognitivegroup.com/products/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Popular Alternatives

Popular Alternatives

LENDperfect Reviews & Ratings

LENDperfect

SysArc Infomatix
MORSERVw Reviews & Ratings

MORSERVw

Butler & Associates
VeriBranch Reviews & Ratings

VeriBranch

VeriPark
LoanShark Reviews & Ratings

LoanShark

Data Designs