LoanAssistant Overview

LoanAssistant is an advanced loan servicing software designed to simplify the management of loan portfolios for financial institutions. With its intuitive user interface, the platform allows lenders to track loan applications, monitor payment schedules, and manage customer communications seamlessly. Key features include automated payment reminders, customizable reporting tools, and real-time access to loan details, enabling organizations to stay organized and compliant. LoanAssistant enhances operational efficiency by automating routine tasks, such as generating statements and managing collections, which reduces the risk of errors and improves response times. Additionally, the software offers robust analytics capabilities, helping lenders assess portfolio performance and identify trends. By improving transparency and communication throughout the loan servicing process, LoanAssistant empowers lenders to provide exceptional service and foster strong relationships with borrowers.

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LoanAssistant Screenshot & Video

Contact Details

  • Vendor Name Integrated Accounting Solutions
  • Founded 1999
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • On-Premise On-Premise
  • Windows Windows

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Financial Services, Real Estate

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LoanAssistant Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

LoanAssistant Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Proffesional Package License

$999 Per Year

LoanAssistant FAQs

LoanAssistant is an advanced loan servicing software designed to simplify the management of loan portfolios for financial institutions. With its intuitive user interface, the platform allows lenders to track loan applications, monitor payment schedules, and manage customer communications seamlessly. Key features include automated payment reminders, customizable reporting tools, and real-time access to loan details, enabling organizations to stay organized and compliant. LoanAssistant enhances operational efficiency by automating routine tasks, such as generating statements and managing collections, which reduces the risk of errors and improves response times. Additionally, the software offers robust analytics capabilities, helping lenders assess portfolio performance and identify trends. By improving transparency and communication throughout the loan servicing process, LoanAssistant empowers lenders to provide exceptional service and foster strong relationships with borrowers.

  • No, LoanAssistant does not offer a free version.

  • Yes, LoanAssistant offers a free trial.

  • No, Credit Card details are not required for the LoanAssistant trial.

  • LoanAssistant offers the following pricing plans & packages:

    Proffesional Package License

    $999 Per Year

  • LoanAssistant supports the following payment frequencies:

    • Annual Subscription

  • No, LoanAssistant does not offer an API.

  • LoanAssistant offers support with the following options:
    • Email , Phone

  • LoanAssistant offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • LoanAssistant supports the following languages:
    • English

  • Following are the typical users of the LoanAssistant:
    • Self-Employed , Small-Business , Midsize-Business

  • LoanAssistant supports the following deployment:
    • On-Premise

  • LoanAssistant supports the following devices and operating systems:
    • Windows

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