CANDID vs. LoanAssistant Comparison


CANDID CANDID APP	LoanAssistant Integrated Accounting Solutions 5.0 out of 5 stars
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CANDID	LoanAssistant
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CANDID: About CANDID is a mortgage CRM and lending workflow platform for mortgage lenders and loan officers. The web-based system brings borrower and referral-partner relationship management together with loan pipelines, task and communication workflows, and reporting. Teams can track prospects and applications, coordinate follow-up, and manage the borrower journey from initial inquiry through closing. CANDID also provides automation and AI-assisted tools for lead engagement and operational work, with integrations to mortgage loan-origination systems including Encompass, LendingPad, ARIVE, and Nano. The platform is intended for independent mortgage banks, mortgage brokers, credit unions, and other lending teams seeking to manage sales and borrower relationships alongside their lending workflows.	LoanAssistant: About LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting. Accrual Accounting option available. Stand-alone option available. Borrower side servicing available. No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
CANDID: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	LoanAssistant: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
CANDID: Audience Mortgage companies, banks, credit unions, mortgage brokers, and lending teams, including loan officers and mortgage sales, marketing, and operations teams.	LoanAssistant: Audience LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.
CANDID: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	LoanAssistant: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
CANDID: API Offers API Not Supported	LoanAssistant: API Offers API Supported
CANDID: Screenshots and Videos No images available	LoanAssistant: Screenshots and Videos View more images or videos
CANDID: Pricing No information available. Free Version Not Supported Free Trial Not Supported	LoanAssistant: Pricing $999 Starting at $999 No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders Free Version Not Supported Free Trial Supported
CANDID: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	LoanAssistant: Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.8 / 5 design 4.6 / 5 support 5.0 / 5 Read all reviews
	LoanAssistant: Pros & Cons from Real Users Pros Easy to use and customize for our in-house loan servicing. Constant updates. Great integration w/ QB. I have used this software for our four QuickBooks companies. The program is easy to use and you can figure out most things by yourself, but there is a robust support available if needed. Participation module rocks! QuickBooks integration is a gem for my business!! As an accountant and systems analyst, this program is the best I've used so far. The best thing about it is that it is capable of calculating installment gains. It connects directly with QuickBooks, so no need to transfer data, it's all automatic. We service our own loans for hundreds of properties so this is perfect! Loan assistant is also quickly responsive with any questions or new capabilities to suit our needs. It's capable of creating custom reports too! We have been using this software since 2016. It does exactly what we need; constantly growing functionality and options. Having QuickBooks integration saves a lot of effort and money as we have limited accountant involvement. Handles many types of loans and provides ability to customize multiple reports, which worked very well with our several business lines. Fixed price, no additional pricing based on features or volume. Works on any PC, no additional software or hardware needed. Reasonable price is great for the value. You will have the ability to board your loans, tract payments, send 1098s etc in a professional way with Loan Assistant. The seamless integration with QuickBooks makes this software extremely powerful and reduces the amount of time it takes to tract and input loan payments. The reports are top notch and will give you a snapshot of your portfolio in an instant. Each report is customizable and allows you to view the information that is most important and critical to your business. I would highly recommend Loan Assistant! Cons Does not have "fancy" dashboards, etc. Haven't tried with QB online. No automatic updates, no ACH built-in, no web portal. They won't give me the password to the database 😁 No direct ACH module – we have to use QuickBooks functionality No mobile app as of time of writing. N/A.
CANDID: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	LoanAssistant: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
CANDID: Company Information CANDID APP Founded: 2020 United States candid.inc/	LoanAssistant: Company Information Integrated Accounting Solutions Founded: 1999 United States www.iasolutions.info/
CANDID: Alternatives LendingPad 4.6 out of 5 stars	LoanAssistant: Alternatives Mortgage Automator 4.9 out of 5 stars
CANDID: Fiserv Mortgage Director Fiserv	LoanAssistant: ABLE Platform 5.0 out of 5 stars
CANDID: ReverseVision LOS ReverseVision	LoanAssistant: MORSERVw Butler & Associates
CANDID: Tavant Touchless Tavant	LoanAssistant: LoanShark Data Designs
CANDID: SettlementOne View All	LoanAssistant: LOAN SERVICING SOFT View All
CANDID: Categories CRM Supported	LoanAssistant: Categories Accounting Supported Finance Supported Loan Management Supported Loan Servicing Supported Mortgage and Loans Supported Real Estate Supported
	LoanAssistant: Show More Features Loan Servicing Features Accounting Management Supported Amortization Schedule Supported Application Management Supported Auto Loans Supported Automatic Funds Distribution Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Not Supported Construction Loans Supported Customer Database Supported Fee Management Supported Investor Management Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Not Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Supported
CANDID: Integrations ARIVE Supported Encompass Supported LendingPad Supported Microsoft 365 Not Supported Microsoft Access Not Supported QuickBooks Accountants Not Supported QuickBooks Cash Not Supported QuickBooks Commerce Not Supported QuickBooks Desktop Premier Not Supported QuickBooks Desktop Pro Not Supported QuickBooks Enterprise Not Supported QuickBooks Online Not Supported Show More Integrations View All 3 Integrations	LoanAssistant: Integrations ARIVE Not Supported Encompass Not Supported LendingPad Not Supported Microsoft 365 Supported Microsoft Access Supported QuickBooks Accountants Supported QuickBooks Cash Supported QuickBooks Commerce Supported QuickBooks Desktop Premier Supported QuickBooks Desktop Pro Supported QuickBooks Enterprise Supported QuickBooks Online Supported Show More Integrations View All 9 Integrations
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