LoanAssistantIntegrated Accounting Solutions
|
||||||
Related Products
|
||||||
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
TruStage provides digital-first insurance and financial services solutions designed to help individuals, credit unions, financial institutions, and businesses make confident financial decisions and protect what matters most. Its offerings span consumer insurance, lending protection, business protection, annuities, workplace solutions, compliance services, and wealth management. For lenders, TruStage provides a digitally oriented lending program that integrates payment protection directly into the loan application experience, giving borrowers real-time eligibility checks, contextual education, and the ability to select coverage without leaving the lending workflow. Supported protection products include Debt Protection, Credit Insurance, and Guaranteed Asset Protection (GAP). Member selections can flow directly into loan documents, reducing rekeying and additional staff steps, while integrations are designed to work with leading loan origination systems and lending platforms.
|
|||||
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
Individuals, financial institutions, and businesses wanting a tool to access digital-first insurance, lending protection, and services that support financial decisions
|
|||||
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
Starting at $999
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationIntegrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/
|
Company InformationTruStage
Founded: 1935
United States
www.trustage.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
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
|
||||||
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
|
|||||
|
|
|