LoanAssistant

LoanAssistant

Integrated Accounting Solutions
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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

For over 20 years, SettlementOne has been a nationally recognized leader providing credit and data verification solutions to U.S. banks, mortgage lenders, mortgage brokers and credit unions nationwide. SettlementOne provides innovative, fully compliant web-based platforms that help mitigate risk, while improving operational efficiency and streamlining the lending process. Established in 1999, SettlementOne is one of the nation’s largest suppliers of mortgage data, providing financial institutions and consumers with secure, efficient and cost-effective solutions that streamline the mortgage origination and lending process. Contact us for more information on how we can help your business. Assessing a borrower’s creditworthiness is built on quick and accurate data analysis from all three bureaus. Experian, TransUnion and Equifax. SettlementOne’s credit report solutions provide easy-to-read report formats that go well beyond the FICO scores alone.

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

Companies searching for a solution to manage and improve their operations

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:

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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

SettlementOne
Founded: 1999
United States
www.settlementone.com

Alternatives

Alternatives

Finmo

Finmo

Lendesk
MORSERVw

MORSERVw

Butler & Associates
Metro2

Metro2

Switch Labs
LoanShark

LoanShark

Data Designs

Categories

Categories

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

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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 LoanAssistant and update features and information
Claim LoanAssistant and update features and information
Claim SettlementOne and update features and information
Claim SettlementOne and update features and information