Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 5 Ratings

Total
ease
features
design
support

Description

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

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 

Screenshots View All

Screenshots View All

Integrations

Calyx Point Yes 
Encompass Yes 
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 
Salesforce Yes 
Spinify Yes 
TrustEngine Yes 
Zapier Yes 

Integrations

Calyx Point No 
Encompass No 
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 
Salesforce No 
Spinify No 
TrustEngine No 
Zapier No 

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
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Jungo

Founded

2005

Country

United States

Website

ijungo.com

Vendor Details

Company Name

Integrated Accounting Solutions

Founded

1999

Country

United States

Website

www.iasolutions.info/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages No 

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 

Alternatives

Alternatives

LoanShark Reviews

LoanShark

Data Designs
Mortgage Quest Reviews

Mortgage Quest

Market Focus
MORSERVw Reviews

MORSERVw

Butler & Associates