LoanAssistant

LoanAssistant

Integrated Accounting Solutions
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About

Dancing Numbers simplifies QuickBooks data management by enabling businesses, accountants, and bookkeepers to import, export, delete, modify, and migrate data in bulk. It reduces manual data entry and repetitive accounting tasks by allowing users to process data from supported formats such as Excel, CSV, and IIF. Users can efficiently manage customers, vendors, invoices, bills, payments, estimates, sales receipts, purchase orders, journal entries, inventory items, bank transactions, and other QuickBooks lists and transactions. With bulk processing and data mapping capabilities, Dancing Numbers helps streamline complex QuickBooks data operations, migration, and cleanup. Dancing Numbers supports QuickBooks Desktop and QuickBooks Online, making it suitable for businesses, accountants, bookkeepers, and accounting professionals who need efficient, reliable, and scalable QuickBooks data management.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

SMBs searching for an accounting automation software

Audience

LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10.00/- Per Month
$10.00/- Per Month
$25.00/- Per Month
$40.00/- Per Month
$49.99/- Per Month
$799.99/- Per Year
$999.99/- Per Year
Free Version
Free Trial

Pricing

$999
Starting at $999

No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.6 / 5
support 5.0 / 5

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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dancing Numbers
Founded: 2020
United States
www.dancingnumbers.com

Company Information

Integrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/

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LoanShark

LoanShark

Data Designs

Categories

Categories

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

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

Integrations

QuickBooks Online
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise

Integrations

QuickBooks Online
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Claim Dancing Numbers and update features and information
Claim Dancing Numbers and update features and information
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Claim LoanAssistant and update features and information