LoanAssistant
LoanAssistant : Reviews, Pricing, Features & AlternativesLoanAssistant is a Mortgage Software. Price : $999 (free trial available). Review LoanAssistant : Overview & Pricing
LoanAssistant Overview : Features, Pricing, Reviews & Alternatives
LoanAssistant is a Mortgage Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
LoanAssistant is listed as a Mortgage Software and Finance Software for companies and is used for Mortgage, Loan Servicing …
LoanAssistant price starts from $ 999 per user and per month (free trial available).
LoanAssistant is a QuickBooks loan management and administration companion tool for managing multiple loans and lines of credit.
Loan Management Plugin for QuickBooks
What is LoanAssistant ?
LoanAssistant is a loan management add-on for QuickBooks designed to help businesses in various segments of the lending industry, including education, vehicle, construction, and residential or commercial mortgages, manage multiple loans and lines of credit. Allows servicers to assign multiple borrowers and guarantors to a single loan and generate custom reports through a unified platform.
Pros & Cons
When it comes to finding the right Mortgage tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is LoanAssistant, and as you may have guessed from the title, this review will tell you more about LoanAssistant’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
LoanAssistant Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
LoanAssistant Cons
– Con : Custom integrations can come at a price.
LoanAssistant Features
Here is the list of the main features of this computer software :
– Accounting
– Alerts/Notifications
– Amortization Schedule
– Audit Trail
– Auto Loans
– Automatic Funds Distribution
– Borrower Management
– Business Loans
– Client Database
– Collateral Tracking
– Collections Management
– Commercial Mortgages
– Compliance Management
– Construction Loans
– Contact Management
– Customer Accounts
– Customer Statements
– Customizable Reports
– Customizable Templates
– Data Import/Export
Main function & Pro Features
– Direct Mail Management
– Document Management
– Document Storage
– Email Marketing
– Escrow Management
– For Borrowers
– Historical Reporting
– Integrated Vendor Services
– Investor Management
– Loan Management
– Student Loans
– Loan Processing
– Transaction History
– Loan Servicing
– Visual Presentation
– Mortgages
– Multi-Company
– Multi-Currency
– Payment Tracking
– Reporting & Statistics
LoanAssistant Integrations
LoanAssistant integrates with more than 1 applications & plugins like QuickBooks (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 LoanAssistant integrations
– QuickBooks
LoanAssistant Pricing
The LoanAssistant pricing plan starts from $ 999 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
LoanAssistant offers several pricing plans :
– Free Trial : $ 999,00 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –
Free Trial | Start | Professional | Enterprise | Premium |
$999,00 | – | – | – | – |
Per year | Per year | Per year | Per year | Per year |
Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Pricing Details
Pricing Model : Subscription
Free trial : Available (No Credit Card Required)
Free plan : No information
Freemium : No information
Starting price : $ 999,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
LoanAssistant is a cloud-based Mortgage platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
loanassistant is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows and Mac OS …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, Phone Support, Online Support …
Hotline : Yes
Training options : Documentation, Live Online, Videos, Webinars …
Industry & Customers
Who use LoanAssistant ?
This software package is tailored to business needs : Entrepreneur, Medium Company, SME …
This web-based application is recommended for trades : Administrative, Accounting, Management, Finance …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Large Company …)
LoanAssistant Screenshots & Images : UI, dashboard …
Videos
This video is no longer available
LoanAssistant Reviews
Here is our opinion on LoanAssistant : this is a great mortgage software to know .
LoanAssistant User Reviews & Ratings
Online and customer reviews of LoanAssistant software are quite plentiful and overall very positive :
Overall rating : 4,9/5
Value for money : 4,8/5
Functionality : 4,7/5
Usefulness : 4,8/5
Ease of use : 4,8/5
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on LoanAssistant
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend LoanAssistant ? What is your likelihood to renew ?
FAQs
Why use a Mortgage Software ?
Loans software (loans – mortgages) makes it possible to manage the loans and loans granted to customers and suppliers.
According to various sources, most used business software are : Calyx Software (market share : 24,80%), LaserPro (12,60%), Ellie Mae (10,20%), Lender Processing Services (5,40%), Fusion MortgageBot (4,70%), Accenture Mortgage Cadence (2,70%), SunGard Loanet (2,40%), Mortgage Builder (2,30%), Xerox BlitzDocs (2,30%), defi SOLUTIONS (1,90%), EasyLender (1,60%), LoansPQ (1,40%), MortgageFlex (1,30%), Nortridge Software (1,30%), FICO Debt Manager (1,20%), ISGN MORvision (1,10%), CRIF Lending Solutions (0,90%), The Loan Office (0,80%), LendingQB (0,70%)
Main functions are : Loan follow-up, Accessibility 24-51, Import – Export data, Business management, CRM
Main characteristics are : Loan Software, Mortgage Software, California Loan Software Company, Mortgage Loan Software, Loan Management Software, Loan Management, Loan Management Software, Loan Automation, Collections, Collections, Retail, commercial, leasing, dealer portal, auto finance
We have identified more than 62 competitors on the market.
Company details
Developed by LOANASSISTANT, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Mortgage Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website :
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on LoanAssistant is independent in order to highlight the strengths and weaknesses of this Mortgage Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
LoanAssistant Alternatives
If you’re understanding the drawbacks and you’re looking for a LoanAssistant alternative, there are more than 23 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to LoanAssistant
– Turnkey Lender
– FileInvite
– LendingPad
– Plaid
– Bryt
– Lendingqb
– Visionet
– Mortgage Quest
– E Closing
– Sureclose
You can also take a look at other business apps, like our MONEI review and our SIGNAO review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Mortgage Software compare to LoanAssistant when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !