5 / 5 5 reviews

Who Uses This Software?

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

Average Ratings

5 reviews
  • 5 / 5
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • 5 / 5
  • 5 / 5
    Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Unlimited number of loans and credit lines; Single user with 2 QuickBooks
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Integrated Accounting Solutions
  • Founded 1999

About This Software

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.

  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Auto Loans
  • Automatic Funds Distribution
  • Business Loans
  • Client Database
  • Closing Documents
  • Collateral Tracking
  • Collections Management
  • Commercial Mortgages
  • Compliance Management
  • Construction Loans
  • Consumer Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Statements
  • Direct Mail Management
  • Document Management
  • Electronic Applications
  • Email Marketing
  • Escrow Management
  • Fee Management
  • Flyer Printing
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Integrated Vendor Services
  • Investor Management
  • Lead Management
  • Lender Search
  • Loan Level Pricing
  • Loan Origination
  • Loan Processing
  • Loan Searching
  • Loan Servicing
  • Loan Submission Control
  • Marketing Management
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Refinance Management
  • Residential Mortgages
  • Student Loans
  • Third Party Loan Origination
  • Visual Presentation

LoanAssistant Latest Reviews

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Comfortable and functional product

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: I am a small business owner and financing is my side business to facilitate sales of my primary product. I have been having a very difficult time finding loan management software that is flexible enough to meet the requirements of my business at reasonable price. This application has done everything I needed it to and it was priced very competitively compared to other products with similar functionality. It feels amazing knowing that I can produce all my accounting reports for both my primary sales and my financing business using the same software.

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I absolutely love this product

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: I absolutely love this product. I was a bit skeptical at first because I didn┬┐t want to have to learn an entirely new application. When I read that it worked with QuickBooks I was thrilled because I was already using it for my accounting and there would not be any significant learning curve. The transfer of the existing data was not difficult. I am recommending this product to everyone who is looking for powerful loan amortization software working with QuickBooks.