LoanAssistant

LoanAssistant

by Integrated Accounting Solutions

Who Uses LoanAssistant?

Bankers, Accountants, Hard-Money Lenders, Loan Servicers, Note Servicers, Cities, Municipalities, Banks, Credit Unions, Indian Tribes, Private Lenders and more

What Is LoanAssistant?

Loan AssistantTM is an incredibly powerful and versatile loan amortization software.
Painstakingly developed by a dedicated team of successful bankers, accountants, and software developers, Loan AssistantTM services your every need. It is the only loan servicing add-on for QuickBooks that allows you to efficiently manage multiple loans and credit lines. With Loan AssistantTM, your loan data will show up in QuickBooks without double entry.

LoanAssistant Details

Integrated Accounting Solutions

http://www.iasolutions.info/

Founded 1999

LoanAssistant Pricing Overview

LoanAssistant does not have a free version but does offer a free trial. LoanAssistant paid version starts at US$850.00.

Starting Price

Pricing Details

Unlimited number of loans and credit lines; Single user with 2 QuickBooks

Free Version

No

Free Trial

Deployment

Installed - Windows

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

LoanAssistant Features

Loan Management 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
Accounting Management
Amortization Schedule
Auto Loans
Automatic Funds Distribution
Borrower Management
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Document Management
Investor Management
Loan Processing
Student Loans

LoanAssistant Reviews

Showing 5 of 11 reviews

Overall
4.8/5
Ease of Use
4.7/5
Customer Service
4.8/5
Features
4.9/5
Value for Money
4.9/5
Verified Reviewer
Senior Tax Accountant
Financial Services, 10,001+ Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 28/08/2018

"Flexible, Comfortable and affordable software in managing loans"

Pros: LoanAssistant is a loan management software that my team and I suggest for some of our clients, especially those with loans due to business start-ups. It is a great beginner’s software. It calculates interests, manages billing and pay off statements and it is highly integrative with QuickBooks system. It also covers your mortgages, which is bothersome to most of our clients.

Cons: The software is only applicable for Windows users which limit their possible clients. But for those who are Windows users, none so far have shared any complaints with this software and this helps our institution.

  • Reviewer Source 
  • Reviewed on 28/08/2018
Alex Z.
Director
Real Estate, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 18/06/2018

"Great software"

Comments: reporting

Pros: Great software for my business; saves my team a lot of time - amazing job integrating with QuickBooks!
The software is very user friendly and intuitive; reporting is excellent.
The support staff has been very helpful with issues not covered in the help file.

Cons: Would be soo much better if they had 24x7 tech. support. Other than that, i cant think of anything else.

  • Reviewer Source 
  • Reviewed on 18/06/2018
Nitish B.
Associate Financial Analyst
Financial Services, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 26/10/2018

"Good software for managing loans"

Comments: Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one.

Pros: Loan assistant is loan management software that our team recommend and suggest to our clients. Most important function of this software is it
can organise large of loans that is very difficult for a manual job. It is simple in use and learn curve is simple. It can manage bills and amortization schedule easily and it works well with QuickBooks.

Cons: It can be used only on windows platform which some may find it a disadvantage but most of the user don't bother about it. Customer support is imporving but still lacks in its service.

  • Reviewer Source 
  • Reviewed on 26/10/2018
Ira G.
CFO
Financial Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/03/2020

"Great Program!"

Comments: Tracking loans and integrating with QuickBooks.

Pros: Integrates with QuickBooks and does a great job. Program is easy to use and maintain. Tracks various types of loans and has many features for a great price!

Cons: No complaints. The program does what I need it to do. If I ever have a issue, it is quickly resolved.

  • Reviewer Source 
  • Reviewed on 10/03/2020
Maria M.
Business Manager
Automotive, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 27/01/2020

"Great software!"

Comments: Very satisfied.

Pros: Loan Assistant is a great tool in tracking loan activity. It has definitely made my job easier posting payments and automating/updating the amortization schedules. Reporting in the system is also very easy and useful.

Cons: Sometimes the system closes out on its own, but all in all the software is very useful. If there are any issues, our rep [SENSITIVE CONTENT HIDDEN] is very helpful and knowledgeable. Always ready to help quickly and efficiently.

  • Reviewer Source 
  • Reviewed on 27/01/2020