LoanAssistant Overview
What is LoanAssistant?
Loan Assistant from Integrated Accounting Solutions is a powerful and versatile loan amortization software, meticulously developed by a team of bankers, accountants, and software developers. Its key differentiator is being the only loan servicing add-on for QuickBooks that allows efficient management of multiple loans and credit lines directly within the popular accounting software. It eliminates double entry by seamlessly flowing loan data into QuickBooks, and also offers an accrual accounting option for more complex needs.
Who it's for:
This software is perfectly suited for small to mid-sized lenders, accountants, or businesses that already use QuickBooks for their core accounting and need to integrate loan servicing. It is ideal for users who want to avoid maintaining separate systems and manual data entry between their lending activities and their general ledger.
Our verdict:
Our final assessment is that Loan Assistant is an incredibly valuable tool for QuickBooks-centric lending operations. Its deep integration eliminates a major pain point—data silos and duplicate entry—making it an essential add-on for any lender or business that manages loans and relies on QuickBooks as their financial system of record.
LoanAssistant Details
LoanAssistant Platforms supported
Desktop Windows
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
LoanAssistant Support options
Email Help Desk
Phone Support
LoanAssistant Training options
Documentation
Live Online
Videos
Webinars
In-Person
LoanAssistant Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
LoanAssistant Pricing
Tiered pricing system
LoanAssistant Features
Most valued LoanAssistant features by users
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
Auto Loans
Automatic Funds Distribution
Borrower Management
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