LoanAssistant vs. MonitorBase Comparison


LoanAssistant Integrated Accounting Solutions	MonitorBase	+	+
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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.	About Get daily alerts when customers in your database are shopping for mortgages. Our periodic prescreen process notifies you when your client has improved their score and now meets your credit minimums. Our predictive algorithm identifies prospects that are likely in the market. Then our system produces and distributes a corporate, compliance-approved, highly responsive offer. Today's credit denials can be tomorrow's closings. With just a name and address you can monitor prospects with less-than-perfect credit for credit migration and be notified when they make the changes in their financial situation that bumps them up above your credit threshold. Our pre-mover algorithm tracks your customer's property address for events like real estate listings or for sales by owner postings. In many cases a pre-mover alert will trigger before an inquiry alert!
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	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.	Audience Mortgage lenders
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $999 Starting at $999 No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders Free Version Not Supported Free Trial Supported	Pricing $150 per month Free Version Not Supported Free Trial Supported
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	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
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 Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Integrated Accounting Solutions Founded: 1999 United States www.iasolutions.info/	Company Information MonitorBase Founded: 2007 United States www.monitorbase.com
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ABLE Platform	Factual Data
MORSERVw Butler & Associates	Sales Boomerang TrustEngine
LoanShark Data Designs	Chariot
LOAN SERVICING SOFT View All	OpenClose View All
Categories Accounting Supported Finance Supported Loan Management Supported Loan Servicing Supported Mortgage and Loans Supported Real Estate Supported	Categories Mortgage and 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 Show More Features 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
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 Surefire CRM Not Supported View All 9 Integrations	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 Surefire CRM Supported View All 1 Integration
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