LoanAssistant

LoanAssistant

Integrated Accounting Solutions
+
+

Related Products

  • LendingPad
    302 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • LoanPro
    144 Ratings
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    92 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website

About

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

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

Mortgage lenders looking for a complete Mortgage and Loans solution

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

$79 per user per month
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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Floify
Founded: 2013
United States
floify.com

Company Information

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

Alternatives

Alternatives

MORSERVw

MORSERVw

Butler & Associates
QuickQual

QuickQual

LenderLogix
LoanShark

LoanShark

Data Designs

Categories

Categories

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

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

BluMortgage
Box
BytePro
DocMagic
Docusign
Dropbox
FormFree
MDE Pro
Microsoft 365
Microsoft Access
Microsoft Azure
Plaid
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Shape Software
Slack

Integrations

BluMortgage
Box
BytePro
DocMagic
Docusign
Dropbox
FormFree
MDE Pro
Microsoft 365
Microsoft Access
Microsoft Azure
Plaid
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Shape Software
Slack
Claim Floify and update features and information
Claim Floify and update features and information
Claim LoanAssistant and update features and information
Claim LoanAssistant and update features and information