Average Ratings 5 Ratings
Average Ratings 0 Ratings
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
Description
We are a mortgage point-of-sale system for the future. We assist Loan Officers with the most time-consuming tasks they face. Pre-Approve me can reduce the time it takes to complete a file, eliminate weekends and evening calls for payment scenarios and Pre-Approval Letter request, and help loan officers attract new partners like no other in the market.
These are the core features:
Industry leading smart 1003,
- Automated, AI-powered document request and management system
- Loan Status updates, notifications
- Automated Pre-Approval Letters
- Mobile app with custom branding
- Co-Branded Realtor portals and apps, as well as notifications
API Access
Has API
Yes
API Access
Has API
No
Integrations
Calyx Point
No
Docusign
No
Dropbox
No
Encompass
No
LendingPad
No
Microsoft 365
Yes
Microsoft Access
Yes
QuickBooks Accountants
Yes
QuickBooks Cash
Yes
QuickBooks Commerce
Yes
Integrations
Calyx Point
Yes
Docusign
Yes
Dropbox
Yes
Encompass
Yes
LendingPad
Yes
Microsoft 365
No
Microsoft Access
No
QuickBooks Accountants
No
QuickBooks Cash
No
QuickBooks Commerce
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
Pricing Details
$129 per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
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
Integrated Accounting Solutions
Founded
1999
Country
United States
Website
www.iasolutions.info/
Vendor Details
Company Name
Pre-Approve Me
Founded
2003
Country
United Stated
Website
www.preapprovemeapp.com
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
Product Features
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
No
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes