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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

$20.00/month/user
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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

Integrations

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