LoanAssistant

LoanAssistant

Integrated Accounting Solutions
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About

EnFi is an AI-driven lending platform that automates and accelerates complex credit workflows for banks, private lenders, and financial institutions by ingesting and transforming raw documents and data into structured, analysis-ready insights that power deal screening, underwriting, portfolio monitoring, and risk analysis. Its multi-agent AI architecture deploys specialized agents trained on financial documents to extract data, normalize financial information, generate comprehensive credit memos and term sheets, and conduct in-depth risk assessments with explainable outputs and full decision traceability. It dramatically reduces manual data entry, speeds spreading and evaluation processes, and supports continuous portfolio monitoring by detecting covenant issues, synthesizing borrower information, and providing actionable insights in real time.

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

Financial institutions and commercial lenders that need AI-powered automation and analytics to streamline credit decisioning, underwriting, and portfolio risk management at scale

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

No information available.
Free Version
Free Trial

Pricing

$999
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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EnFi
United States
www.enfi.ai/

Company Information

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

Alternatives

Alternatives

MORSERVw

MORSERVw

Butler & Associates
LoanShark

LoanShark

Data Designs
Lending Manager

Lending Manager

CloudMaven, Inc

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

ChatGPT
Claude
Gemini
Microsoft 365
Microsoft Access
OpenAI
Perplexity
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online

Integrations

ChatGPT
Claude
Gemini
Microsoft 365
Microsoft Access
OpenAI
Perplexity
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Claim EnFi and update features and information
Claim EnFi and update features and information
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