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
Since its launch in 1993, TENA’s SECONDLOOK Audit Software has consistently adapted to meet the growing complexities of the mortgage quality control landscape. This robust tool is not only customizable and scalable but also cost-effective, packed with thousands of prewritten inquiries to ensure compliance with federal laws, state regulations, and various agency lending or servicing standards. Whether you are engaged in lending, servicing, or both, SECONDLOOK Audit Software simplifies your quality control operations with user-friendly tools designed to effectively manage your portfolio. The collaborative efforts of TENA’s Legal Team, Rules and Compliance Group, and Internal QA Team ensure that all products and services remain aligned with the latest agency standards. Ongoing monitoring and analysis of statutory and regulatory changes, along with relevant interpretations, bulletins, and memoranda, guarantee that the software stays up-to-date. Any modifications that impact residential lending and servicing requirements are promptly integrated into the updates of the audit questions, ensuring users are always informed and compliant. This adaptability positions SECONDLOOK Audit Software as a vital resource for professionals navigating the intricate world of mortgage quality control.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Integrations
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Pricing Details
$999
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Integrated Accounting Solutions
Founded
1999
Country
United States
Website
www.iasolutions.info/
Vendor Details
Company Name
TENA Companies
Founded
1982
Country
United States
Website
www.tenaco.com/secondlook-software/
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management