LoanAssistantIntegrated Accounting Solutions
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QuickQualLenderLogix
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Related Products
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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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About
QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual.
Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets.
Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot.
Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual.
Independent mortgage lenders, brokers, banks, and credit unions love QuickQual!
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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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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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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Audience
Mortgage lenders looking for a custom branded mortgage calculator that loan officers send via text message to their borrowers directly from the loan origination system.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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
$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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PricingPricing is based on the number of Loan Officers that are in your organization.
Free Version
Not Supported
Free Trial
Not 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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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationIntegrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/
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Company InformationLenderLogix
Founded: 2016
United States
www.lenderlogix.com
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Categories |
Categories |
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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
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
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Mortgage and Loans Features
Amortization Schedule
Not Supported
Client Database
Not Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Contact Management
Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Not Supported
Electronic Applications
Not Supported
Government Loans
Not Supported
Loan Origination
Supported
Loan Servicing
Not Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Not Supported
Residential Mortgages
Supported
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Integrations
Calyx Point
Not Supported
Encompass
Not Supported
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
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Integrations
Calyx Point
Supported
Encompass
Supported
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
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