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
    186 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • LoanPro Reviews & Ratings
    110 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    69 Ratings
    Company Website
  • Plaid Reviews & Ratings
    107 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    135 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • Xero Reviews & Ratings
    4,660 Ratings
    Company Website
  • QuickBooks Payroll Reviews & Ratings
    916 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 Lender Price?

Our PPE equips lenders with the ability to execute profitable lending strategies in real-time across various channels, guaranteeing that borrowers access the most advantageous products and pricing options without delay. Engineered with state-of-the-art technologies and frameworks, Lender Price’s Enterprise PPE is distinguished by its remarkable speed and reliability, outperforming competing solutions. We provide comprehensive integrations with common LOS, POS, and TPO Portals, in addition to customized solutions for unique systems. Moreover, you have the option to tailor the rate lock and concession management procedures through distinctive workflows and capital market features that are unavailable in other PPEs, thereby optimizing the entire process. Our intuitive interface allows for the self-management of products, pricing, and eligibility, although we can also manage these elements on your behalf if you so choose. This enterprise PPE functions as a cohesive pricing engine that efficiently prices across all channels, ultimately decreasing your total ownership costs while improving overall productivity. Furthermore, the adaptability and scalability of our solution are designed to meet the changing demands of lenders in a fast-paced market, ensuring that they remain competitive and responsive. By leveraging our innovative technology, lenders can not only enhance their operational capabilities but also foster better relationships with their borrowers.

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

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

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

Lender Price

Date Founded

2015

Company Location

United States

Company Website

lenderprice.com

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

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

Popular Alternatives

Popular Alternatives

LoanAssistant Reviews & Ratings

LoanAssistant

Integrated Accounting Solutions
MORSERVw Reviews & Ratings

MORSERVw

Butler & Associates
BESTX Reviews & Ratings

BESTX

Optimal Blue
LoanShark Reviews & Ratings

LoanShark

Data Designs