Finmo vs. LoanAssistant Comparison


Finmo Lendesk	LoanAssistant Integrated Accounting Solutions	+	+
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Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website RegDesk RegDesk is a Regulatory Information Management System (RIMS) that helps medical device companies manage global regulatory submissions, product registrations, and compliance in one centralized platform. It streamlines regulatory workflows, organizes regulatory data, and provides global regulatory intelligence to help teams navigate complex requirements across multiple markets. Regulatory affairs and quality teams benefit by reducing manual work, improving submission accuracy, and accelerating time to market. Our capabilities are as follows: • AI Application Builder • Regulatory Intelligence • Change Assessment • Standards Management • Country-Specific Templates • Distributor Collaboration • AI Document Management • Tracking & Reporting • Alerts and Notification • Product Management • Claims Management • EUDAMED For more information, visit our website. 19 Ratings Visit Website
About Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application.	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 Brokers and professionals searching for a digital platform to manage their mortgage services	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 View more images or videos	Screenshots and Videos View more images or 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 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Lendesk Founded: 2017 Canada www.lendesk.com/finmo	Company Information Integrated Accounting Solutions Founded: 1999 United States www.iasolutions.info/
Alternatives QuickQual LenderLogix	Alternatives ABLE Platform
Floify	Mortgage Automator
Fiserv Mortgage Director Fiserv	MORSERVw Butler & Associates
LendingPad	LoanShark Data Designs
Lender Optimus Lender Software Solutions View All	LOAN SERVICING SOFT View All
Categories Mortgage and Loans	Categories Accounting Finance Loan Management Loan Servicing Mortgage and Loans Real Estate
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	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 Show More Features 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
Integrations Axis LMS Lendesk Microsoft 365 Microsoft Access QuickBooks Accountants QuickBooks Cash QuickBooks Commerce QuickBooks Desktop Premier QuickBooks Desktop Pro QuickBooks Enterprise QuickBooks Online Stackreaction Show More Integrations View All 3 Integrations	Integrations Axis LMS Lendesk Microsoft 365 Microsoft Access QuickBooks Accountants QuickBooks Cash QuickBooks Commerce QuickBooks Desktop Premier QuickBooks Desktop Pro QuickBooks Enterprise QuickBooks Online Stackreaction Show More Integrations View All 9 Integrations
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