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LoanAssistant reviews and summary
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. 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 main...
Best 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.
Starting price
$999.00 Per-Year
Category
Mortgage Software
Vendor
Integrated Accounting Solutions
Key takeaways
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.
Quick facts
LoanAssistant at a glance
Overall rating
4.8/5
Reviews
13
Starting price
$999.00 Per-Year
Vendor
Integrated Accounting Solutions
Founded
1999
Location
United States
Category
Mortgage Software
Ratings
LoanAssistant ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
LoanAssistant pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses LoanAssistant?
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.
Feature research
LoanAssistant features
These are common features buyers compare in Mortgage Software. Product-specific availability should be confirmed with the vendor.
Loan Amortization Schedule
Generate a detailed loan payment table, including dates, principal and interest amounts, and outstanding balance.
Client Contact Database
A digital repository for storing and managing stakeholder and client contact details.
Document Management for Closings
Manages the creation, review, and signing of all necessary closing documents for transactions.
Mortgages for Commercial Properties
Manages commercial mortgage applications, processing, and servicing for businesses.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Credit Reporting
Generate detailed reports on creditworthiness, payment history, and financial standing for individuals or businesses.
Client Account Summaries
Detailed summaries provided to clients highlighting their billing history, recent payments, and current account totals.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Applications Electronically
Facilitates online submission and processing of applications, streamlining workflows.
Loans from Government Programs
Manages the application and servicing of government-backed loans, ensuring compliance.
Origination of Loans
Automates and streamlines the entire loan origination process from application to funding.
Servicing of Loans
Manages all aspects of loan servicing, including payments, escrow, and customer support.
Pricing
LoanAssistant pricing
Starting price
$999.00 Per-Year
Visit Website
Pricing model: Other
Pricing can change. Confirm current plans and terms with the vendor.
Compare
LoanAssistant alternatives
Compare LoanAssistant with other Mortgage Software tools that buyers often evaluate.
MyCRMDashboard by Continuity Programs
MyCRMDashboard is a mortgage-specific Customer Relationship Management (CRM) system built exclusively for residential lenders, particularly suited for companies with five or more l...
LendingPad by LendingPad Corp
LendingPad is an innovative, secure, and powerful cloud-based mortgage loan origination system (LOS) created by mortgage professionals to modernize a traditionally complex and cost...
Loanzify by LenderHomePage
Loanzify is a fully customizable, cutting-edge point-of-sale (POS) and client management platform designed specifically for mortgage lenders and loan officers. The platform provide...
Mortgage Quest by Market Focus, Inc.
Mortgage Quest is a proven marketing automation and customer relationship management (CRM) system built exclusively for the mortgage industry. It is designed to help loan officers...
Mortgage Loan Calculator by Pine Grove Software
Mortgage Loan Calculator by Pine Grove Software is a specialized financial calculation tool designed to solve for key unknowns in a standard mortgage scenario. It operates by evalu...
Pre-Approve Me by Pre-Approve Me
Pre-Approve Me is a specialized digital mortgage application focused on streamlining the initial stages of the home loan process for companies and individual loan officers. It prov...
Lendstream by Lendstream
Lendstream is a modern, API-driven loan management platform that provides an end-to-end solution for automating and managing lending processes. Its architecture is built around sea...
Software reviews
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FAQ
LoanAssistant FAQs
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.
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.
LoanAssistant pricing is listed from $999.00 Per-Year. Pricing can change. Confirm current plans and terms with the vendor.
LoanAssistant is listed in Mortgage Software.
LoanAssistant is listed with Integrated Accounting Solutions as the vendor.
Buyers often compare LoanAssistant with other Mortgage Software tools such as Surefire CRM, MyCRMDashboard, LendingPad, Loanzify. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for LoanAssistant.
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