Sobre LoanAssistant

LoanAssistant is a loan servicing solution for QuickBooks that assists lending businesses across various segments including residential mortgages, education loans and installment sales with preparation and management of loans. It allows money lenders to manage credit lines and track and monitor transactions in real-time. The application enables finance teams to conduct audit logs and calculate interest based on Actual/365, Actual/360 and 30/365 methods. Features of LoanAssistant include accounting, automated alerts, borrower management, collateral tracking and more. Additionally, it comes with a reporting module, which lets supervisors generate reports related to billing statements, escrow collection, portfolio summary and due payments. LoanAssistant helps managers review transaction history and track investors’ certificates of deposits (CD). Pricing is available on an annual subscription and support is extended via phone, email and other online measures.
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LoanAssistant Software - 1 - miniatura
LoanAssistant Software - 2 - miniatura
LoanAssistant Software - 3 - miniatura

Precios de LoanAssistant

LoanAssistant no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de LoanAssistant está disponible a partir de 999,00 US$/año.

Precio inicial:
999,00 US$/año Ver precios
Versión gratuita:
No
Prueba gratuita:

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Opiniones de LoanAssistant

Calificación general

¡Escribe una reseña!

Evaluación de función

Relación calidad-precio
5
Funcionalidad
4,5
Facilidad de uso
5
Asistencia al cliente
5
5 opinones sobre 13 Ver todas las opiniones
Alex Z.
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 18/6/2018

Great software

reporting

Puntos a favor

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.

Desventajas

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

Nitish B.
  • Sector: Servicios financieros
  • Tamaño de la empresa: 1001-5000 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la opinión
Relación calidad-precio
4
Funcionalidades
4
Facilidad de uso
4
Asistencia al cliente
3

4
Publicado el 26/10/2018

Good software for managing loans

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

Puntos a favor

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.

Desventajas

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.

Emmanuel M.
  • Sector: Banca
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 14/7/2021

A Great and Comfortable to use Software in managing loans

Much impressed with how the application works.. I have been using this app for years now and have recommended to many users and institutions.. Good work done... Cudos

Puntos a favor

Loan assistant is a great a software to use in managing loans. This app has been recommended by myself to many users, banks and other financial institutions. We are able to integrate with quick books, calculate and manage interests on credit facilities and mortgages.

Desventajas

Windows users only applicable.it would be of great usage to others as I am enjoying the app when other softwares are been instituted.. GREAT APP

Kathleen W.
  • Sector: Banca
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
4
Facilidad de uso
5
Asistencia al cliente
5

4
Publicado el 11/9/2020

Mortgage Loan Software integrated with Quickbooks

I've been very impressed with the entire process of Loan Assistant. We have been using this program for over 3 years. Our company has addressed issues, given ideas, and asked for help many times. The Loan Assistant team always responds promptly and with resolutions to our questions or concerns. When something doesn't work quite like we need it to they have always provided assistance and advice on whether we can make adjustments in the software to accommodate our needs. Outstanding Service!

Puntos a favor

Integrating with our existing accounting software (Quickbooks) is the most important aspect for us using this software. The ease and simplicity of the program is second and the affordably pricing is also important. The program offers customization to your specific needs if necessary. The superior customer service responsiveness is amazing. I've never waited long for any response and the staff is always pleasant.

Desventajas

The only con would be that I have not used another loan servicing software program....so I cannot offer comparisons.

Usuario verificado
  • Sector: Servicios financieros
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 28/8/2018

Flexible, Comfortable and affordable software in managing loans

Puntos a favor

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.

Desventajas

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.

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