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.

Pricing

Price Starts At:
$999
Price Overview:
Starting at $999

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

Integrations

Offers API?:
Yes, LoanAssistant provides an API
All LoanAssistant Integrations
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Screenshots and Video

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Company Facts

Company Name:
Integrated Accounting Solutions
Date Founded:
1999
Company Location:
United States
Company Website:
www.iasolutions.info/
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Product Details

Deployment
Windows
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

LoanAssistant Categories and Features

Real Estate Software

Mortgage and Loans Software

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

Loan Servicing Software

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

Loan Management Software

Finance Software

Accounting Software

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

More LoanAssistant Categories

LoanAssistant Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great help servicing loans

    Date: Apr 09 2023
    Summary

    Great product, constantly adding new features, integration with QuickBooks works awesome. Good support.

    Positive

    I have used this software for our four QuickBooks companies. The program is easy to use and you can figure out most things by yourself, but there is a robust support available if needed. Participation module rocks! QuickBooks integration is a gem for my business!!

    Negative

    No automatic updates, no ACH built-in, no web portal.

    Read More...
  • Reviewer Name: Greg P.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Software for Servicing Loans

    Date: May 25 2023
    Summary

    Used this software for years. Has everything we need to service our loans and continues to improve.

    Positive

    Easy to use and customize for our in-house loan servicing. Constant updates. Great integration w/ QB.

    Negative

    Does not have "fancy" dashboards, etc. Haven't tried with QB online.

    Read More...
  • Reviewer Name: Samantha D.
    Position: Accounting Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Loan Manager

    Date: Dec 30 2022
    Summary

    We have been using this system for about ten years now and no one else can compete. I can't wait to see what else this program expands to and can't wait for new updates! It is great.

    Positive

    As an accountant and systems analyst, this program is the best I've used so far. The best thing about it is that it is capable of calculating installment gains. It connects directly with QuickBooks, so no need to transfer data, it's all automatic. We service our own loans for hundreds of properties so this is perfect! Loan assistant is also quickly responsive with any questions or new capabilities to suit our needs. It's capable of creating custom reports too!

    Negative

    They won't give me the password to the database 😁

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Real estate
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Fantastic Loan Software!

    Date: Oct 24 2022
    Summary

    If you are looking for loan software that will help you scale your business look no further than Loan Assistant.

    Positive

    You will have the ability to board your loans, tract payments, send 1098s etc in a professional way with Loan Assistant. The seamless integration with QuickBooks makes this software extremely powerful and reduces the amount of time it takes to tract and input loan payments. The reports are top notch and will give you a snapshot of your portfolio in an instant. Each report is customizable and allows you to view the information that is most important and critical to your business. I would highly recommend Loan Assistant!

    Negative

    N/A.

    Read More...
  • Reviewer Name: David Z.
    Position: Administrator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best price/value loan servicing software

    Date: Nov 16 2022
    Summary

    The software is user-friendly and easy to implement and integrate.
    Customer service has been excellent, including help with accounting features and QuickBooks.
    Great integration of loan servicing with accounting. Excellent reporting module.
    Will recommend it to anyone

    Positive

    We have been using this software since 2016. It does exactly what we need; constantly growing functionality and options.
    Having QuickBooks integration saves a lot of effort and money as we have limited accountant involvement.
    Handles many types of loans and provides ability to customize multiple reports, which worked very well with our several business lines.
    Fixed price, no additional pricing based on features or volume.
    Works on any PC, no additional software or hardware needed.
    Reasonable price is great for the value.

    Negative

    No direct ACH module – we have to use QuickBooks functionality

    No mobile app as of time of writing.

    Read More...
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