LoanAssistant icon
LoanAssistant icon

LoanAssistant

Enables institutions and individual lenders to manage auto, mortgage, commercial, small business, equipment, and construction loans, with QuickBooks integration for real-time reporting, standalone operation, flexible payment plans, collateral tracking, and onboarding tools.

LoanAssistant screenshot 1

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Windows
LoanAssistant screenshot 1
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LoanAssistant was added to AlternativeTo by IAS_sales on and this page was last updated .
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What is LoanAssistant?

LoanAssistant is a loan servicing software designed for financial institutions and individual lenders. It manages various loans such as auto, microfinance, commercial, mortgage, small business, equipment, construction, private, asset-based, medical, and credit union loans.

The software integrates with QuickBooks for a structured accounting system. Users can maintain their existing accounts and balances during the onboarding process. The real-time integration with QuickBooks allows for comprehensive reporting, compatible with both QuickBooks Desktop and Online. It can manage numerous loans and lines of credit from both lender and borrower perspectives. LoanAssistant also offers a stand-alone version without requiring a QuickBooks subscription.

LoanAssistant improves servicing and payment management in commercial and mortgage lending, offering tools for managing small business, auto, and equipment loans. It has special features for construction, private, asset-based, and credit lending, including draw schedules, collateral tracking, and flexible payment plans.

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