Intellistant

Intellistant

Infolink Technologies Pvt.Ltd
LoanAssistant

LoanAssistant

Integrated Accounting Solutions
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About

Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.

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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Businesses of all kinds

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20.00/month/user
Free Version Not Supported
Free Trial Supported

Pricing

$999
Starting at $999

No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.4 / 5
design 4.1 / 5
support 5.0 / 5

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

  • Fast, lightweight and user-friendly. Currently, are on the free trial and so far we like it.
  • User friendly, organised, easy to monitor, it provides daily reports according to my activities, helps in resource planning, good team support provided always
  • I have been use this CRM application, past 2 years. It has many features which helped in managing business.
  • I have been using this software application from past 9 months. It helped me in keeping track of reports, daily activities and manage my business with the great support from the INTELLISTANT.
  • I like the experience with the INTELLISTANT, it is very organised and monitors my daily tasks, reports & many others. Mainly it is user friendly. Has all kinds of access which is necessary for a business organisation.

Cons

  • Wish they had more graphs and analytics, their mobile app could also use an update as it feels dated.
  • small bug fix required, could make it better in the next version
  • Nothing has specific. Would like to see more updates upcoming.
  • Too many features are there that are not been used.
  • Not good for small scale industries/firms because the provisions provided wouldn't be needed completely because this is a complete set of package which is required for daily purposes in a business which is suitable for large scale/ big firms

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 Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Infolink Technologies Pvt.Ltd
Founded: 2004
India, USA
www.intellistant.com

Company Information

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

Alternatives

MergeWare CRM

MergeWare CRM

J&J Technology Consulting

Alternatives

MORSERVw

MORSERVw

Butler & Associates
LoanShark

LoanShark

Data Designs

Categories

CRM Supported

Categories

Accounting Supported
Finance Supported
Loan Management Supported
Loan Servicing Supported
Mortgage and Loans Supported
Real Estate Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

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

Integrations

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

Integrations

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
Claim Intellistant and update features and information
Claim Intellistant and update features and information
Claim LoanAssistant and update features and information
Claim LoanAssistant and update features and information