LoanAssistant
5.0 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 5 Ratings
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What is PowerBooks?
To build genuine connections between your enterprise and its clientele, it is crucial to have the right technological tools in place, and delivering that is our primary objective. With PowerBooks, you can be confident that all your data is integrated smoothly and is easily accessible whenever you need it. We focus on removing unnecessary features and inflexible processes that may disrupt your workflow. PowerBooks is designed to function in the cloud, perfectly complementing the way you run your business. This ensures that all your operations utilize consistent data, allowing you to access your information from any place at any time. While encountering challenges and issues is a natural part of using any software, our team is always on hand to help—approaching your concerns with the same urgency as our own to guarantee a satisfactory resolution. Our dedication to your success is demonstrated by our outstanding customer satisfaction ratings, as we recognize that your accomplishments ultimately lead to the satisfaction of your clients as well. We firmly believe that strong partnerships are forged through trust, open communication, and a unified vision for achieving success together. By prioritizing these values, we aim to create a thriving ecosystem around your business.
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.
Integrations Supported
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$999
Starting at $999
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
Windows
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
PowerBooks
Company Location
India
Company Website
powerbooks.in/PowerBooksWebSite/Home.html
Company Facts
Organization Name
Integrated Accounting Solutions
Date Founded
1999
Company Location
United States
Company Website
www.iasolutions.info/
Categories and Features
Accounting
Not specified
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