--- description: Review of LoanAssistant Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: LoanAssistant | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/4208/mortgage/software) > [LoanAssistant](/software/192139/loanassistant) # LoanAssistant Canonical: https://www.softwareadvice.co.uk/software/192139/loanassistant Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/192139/loanassistant?page=2) > LoanAssistant is a loan servicing solution for QuickBooks that assists lending businesses across various segments including residential mortgages, education loans and installment sales with preparation and management of loans. It allows money lenders to manage credit lines and track and monitor transactions in real-time. The application enables finance teams to conduct audit logs and calculate interest based on Actual/365, Actual/360 and 30/365 methods. Features of LoanAssistant include accounting, automated alerts, borrower management, collateral tracking and more. Additionally, it comes with a reporting module, which lets supervisors generate reports related to billing statements, escrow collection, portfolio summary and due payments. LoanAssistant helps managers review transaction history and track investors’ certificates of deposits (CD). Pricing is available on an annual subscription and support is extended via phone, email and other online measures. > > Verdict: Rated **4.8/5** by 13 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 13 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Integrated Accounting Solutions - **Location**: Brooklyn, US - **Founded**: 1999 ## Commercial Context - **Starting Price**: US$999.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Professional - $999 per year (flat rate, no additional charges); Premium - $1299 per year (flat rate, no additional charges); Premium Accrual - $1500 per year (flat rate, no additional charges); Premium NO QuickBooks Integration - $999 per year (flat rate, no additional charges). - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Windows (Desktop), Windows (On-Premise) - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Anguilla, Antigua & Barbuda, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bosnia & Herzegovina, British Virgin Islands, Bulgaria, Cambodia, Canada and 69 more ## Features - API - Accounting - Activity Tracking - Alerts/Notifications - Amortisation Schedule - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Client Database - Collateral Tracking - Commercial Mortgages - Compliance Management - Construction Loans - Contact Management - Customer Statements - Customisable Reports - Customisable Templates - Data Import/Export ## Integrations (3 total) - Microsoft Excel - Microsoft Outlook - Microsoft Word ## Support Options - Email/Help Desk - Phone Support ## Category - [Mortgage Software](https://www.softwareadvice.co.uk/directory/4208/mortgage/software) ## Related Categories - [Mortgage Software](https://www.softwareadvice.co.uk/directory/4208/mortgage/software) - [Loan Servicing Software](https://www.softwareadvice.co.uk/directory/4505/loan-servicing/software) ## Alternatives 1. [Mortgage Automator](https://www.softwareadvice.co.uk/software/211774/mortgage-automator) — 4.9/5 (112 reviews) 2. [BNTouch Mortgage CRM](https://www.softwareadvice.co.uk/software/127795/bntouch) — 4.5/5 (95 reviews) 3. [LendingWise](https://www.softwareadvice.co.uk/software/76638/lendingwise) — 4.6/5 (72 reviews) 4. [The Mortgage Office](https://www.softwareadvice.co.uk/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) 5. [Calyx Point](https://www.softwareadvice.co.uk/software/76107/calyx-software) — 3.5/5 (53 reviews) ## Reviews ### "Good software for managing loans" — 4.0/5 > **nitish** | *26 October 2018* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: Loan assistant is loan management software that our team recommend and suggest to our clients. Most important function of this software is it can organise large of loans that is very difficult for a manual job. It is simple in use and learn curve is simple. It can manage bills and amortization schedule easily and it works well with QuickBooks. > > **Cons**: It can be used only on windows platform which some may find it a disadvantage but most of the user don't bother about it. Customer support is imporving but still lacks in its service. > > Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one. ----- ### "Mortgage Loan Software integrated with Quickbooks" — 4.0/5 > **Kathleen** | *11 September 2020* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Integrating with our existing accounting software (Quickbooks) is the most important aspect for us using this software. The ease and simplicity of the program is second and the affordably pricing is also important. The program offers customization to your specific needs if necessary. The superior customer service responsiveness is amazing. I've never waited long for any response and the staff is always pleasant. > > **Cons**: The only con would be that I have not used another loan servicing software program....so I cannot offer comparisons. > > I've been very impressed with the entire process of Loan Assistant. We have been using this program for over 3 years. Our company has addressed issues, given ideas, and asked for help many times. The Loan Assistant team always responds promptly and with resolutions to our questions or concerns. When something doesn't work quite like we need it to they have always provided assistance and advice on whether we can make adjustments in the software to accommodate our needs. Outstanding Service\! ----- ### "Flexible, Comfortable and affordable software in managing loans" — 5.0/5 > **Verified Reviewer** | *28 August 2018* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: LoanAssistant is a loan management software that my team and I suggest for some of our clients, especially those with loans due to business start-ups. It is a great beginner’s software. It calculates interests, manages billing and pay off statements and it is highly integrative with QuickBooks system. It also covers your mortgages, which is bothersome to most of our clients. > > **Cons**: The software is only applicable for Windows users which limit their possible clients. But for those who are Windows users, none so far have shared any complaints with this software and this helps our institution. ----- ### "A Great and Comfortable to use Software in managing loans" — 5.0/5 > **Emmanuel** | *14 July 2021* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Loan assistant is a great a software to use in managing loans. This app has been recommended by myself to many users, banks and other financial institutions. We are able to integrate with quick books, calculate and manage interests on credit facilities and mortgages. > > **Cons**: Windows users only applicable.it would be of great usage to others as I am enjoying the app when other softwares are been instituted.. GREAT APP > > Much impressed with how the application works.. I have been using this app for years now and have recommended to many users and institutions.. Good work done... Cudos ----- ### "Great software" — 5.0/5 > **Alex** | *18 June 2018* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: Great software for my business; saves my team a lot of time - amazing job integrating with QuickBooks\! The software is very user friendly and intuitive; reporting is excellent. The support staff has been very helpful with issues not covered in the help file. > > **Cons**: Would be soo much better if they had 24x7 tech. support. Other than that, i cant think of anything else. > > reporting ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/192139/loanassistant?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/192139/loanassistant) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data