IntellistantInfolink Technologies Pvt.Ltd
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LoanAssistantIntegrated Accounting Solutions
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Related Products
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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.
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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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Businesses of all kinds
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Audience
LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20.00/month/user
Free Version
Not Supported
Free Trial
Supported
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Pricing
$999
Starting at $999
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationInfolink Technologies Pvt.Ltd
Founded: 2004
India, USA
www.intellistant.com
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Company InformationIntegrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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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
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