LoanAssistant

LoanAssistant

Integrated Accounting Solutions
Sales Boomerang

Sales Boomerang

TrustEngine
+
+

Related Products

  • Mortgage Automator
    189 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • LoanPro
    141 Ratings
    Visit Website
  • CREDITONLINE
    16 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Axe Credit Portal
    3 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • SBS Financing Platform
    3 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    94 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website

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

Know where your customers are in their journey now, and where they can go next, to win borrowers for life. Sales Boomerang provides borrower intelligence to hundreds of the highest-performing lenders of all types in the industry. Our SaaS platform is designed to, among other things, automate the qualified lead generation process within your current CRM and monetize the data living in your CRM. This tool turns your mortgage lending organization into a customer success powerhouse by putting your team in the right place at the best time. Sales Boomerang combines big data and machine learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events. Sales Boomerang, combines the power of customer analytics and engagement automation with borrower intelligence, ensuring your teams are communicating with their customers at the appropriate touchpoints.

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

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

Audience

Organizations and companies seeking a solution to notify lenders when a borrower is ready for a loan

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

$999
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.6 / 5
support 5.0 / 5

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

TrustEngine
Founded: 2022
United States
trustengine.com/sales-boomerang/

Alternatives

Alternatives

MORSERVw

MORSERVw

Butler & Associates
LoanShark

LoanShark

Data Designs
Lender Optimus

Lender Optimus

Lender Software Solutions

Categories

Categories

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

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

Integrations

Cimmaron Mortgage Manager
HubSpot CRM
HubSpot Customer Platform
Jornaya
Loangility
Microsoft 365
Microsoft Access
Mortgage iQ
Nomis Solutions
QuickBooks Accountants
QuickBooks Cash
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Salesforce
Sugar Connect
TrustEngine
Velocify
Volly

Integrations

Cimmaron Mortgage Manager
HubSpot CRM
HubSpot Customer Platform
Jornaya
Loangility
Microsoft 365
Microsoft Access
Mortgage iQ
Nomis Solutions
QuickBooks Accountants
QuickBooks Cash
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Salesforce
Sugar Connect
TrustEngine
Velocify
Volly
Claim LoanAssistant and update features and information
Claim LoanAssistant and update features and information
Claim Sales Boomerang and update features and information
Claim Sales Boomerang and update features and information