LoanAssistant Reviews & Ratings

LoanAssistant

5.0 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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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

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What is Precurra Amortization?

Introducing an intuitive amortization software that not only guarantees accuracy and reliability but also fosters collaboration by enabling effortless sharing of amortization schedules with both colleagues and clients, ensuring that everyone remains in the loop. With Precurra Amortization software, you can operate from any location, giving you the flexibility to access crucial information whenever necessary, free from the constraints of a fixed workstation. This innovative tool delivers quick and precise insights, allowing users to easily verify loan balances and print payment schedules without hassle. Additionally, it facilitates the restructuring or organization of loans, effectively minimizing loan loss reserves, and empowers users to explore different loan structures through "what if" scenarios. The software simplifies calculations for officer notes related to multiple loans and payments, while also providing the convenience of accessing and modifying schedules on mobile and tablet devices. The integrated dashboard enhances efficiency in managing and viewing all your schedules, and the cloud feature maintains a comprehensive history of changes for straightforward tracking. Moreover, the automatic backup system for cloud data files guarantees that your information remains secure and consistently updated, offering you peace of mind as you navigate through your tasks. Overall, this software optimizes your workflow and enhances productivity while ensuring that your financial operations are smooth and transparent.

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.

Media

Media

Integrations Supported

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
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Precurra

Company Location

United States

Company Website

www.precurra.com

Company Facts

Organization Name

Integrated Accounting Solutions

Date Founded

1999

Company Location

United States

Company Website

www.iasolutions.info/

Categories and Features

Loan Servicing

Accounting Management
Amortization Schedule
Auto Loans
Business Loans
Construction Loans
Loan Processing
Student Loans

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

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