Average Ratings 0 Ratings
Average Ratings 5 Ratings
Description
Our innovative loan management software seamlessly connects standalone administration systems, payment gateways, and credit bureaus, encompassing the entire financial cycle for any business that extends credit, products, or services on credit terms. By leveraging our software, both your business and its clients can enjoy the advantages of tailored, completely integrated, automated business solutions. We simplify the process of sending professional, customized invoices to your clients and facilitate payment collection through our distinctive and secure payment options. Additionally, we offer the flexibility to integrate your management software with our payment gateway to meet your specific requirements. With the solution you’ve been seeking just a conversation away, reach out to us and let us assist you in discovering the perfect fit for your distinct business and market. Furthermore, our Theme Studio provides you with access to user-friendly, designer-crafted templates, enabling you to design your own personalized website with ease. This combination of tools and resources empowers you to elevate your business operations to new heights.
Description
LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. 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, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. 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, leases, Investor Participation and others.
Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions.
--- Accrual Accounting option available;
---- Stand-alone and Borrower side servicing options available.
FREE 30-days trial
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
No
Microsoft Access
No
QuickBooks Accountants
No
QuickBooks Cash
No
QuickBooks Commerce
No
QuickBooks Desktop Premier
No
QuickBooks Desktop Pro
No
QuickBooks Enterprise
No
QuickBooks Online
No
Integrations
Microsoft 365
Yes
Microsoft Access
Yes
QuickBooks Accountants
Yes
QuickBooks Cash
Yes
QuickBooks Commerce
Yes
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$999
Starting at $999
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
UPAY Technology
Founded
2015
Country
United States
Website
www.upaytechnology.com
Vendor Details
Company Name
Integrated Accounting Solutions
Founded
1999
Country
United States
Website
www.iasolutions.info/
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
Yes
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Loan Servicing
Accounting Management
Yes
Amortization Schedule
Yes
Application Management
Yes
Auto Loans
Yes
Automatic Funds Distribution
Yes
Business Loans
Yes
Collateral Tracking
Yes
Collections Management
Yes
Compliance Management
No
Construction Loans
Yes
Customer Database
Yes
Fee Management
Yes
Investor Management
Yes
Loan Processing
Yes
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
No
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
No
Government Loans
Yes
Loan Origination
No
Loan Servicing
Yes
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
Yes