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LoanAssistant is a specialized loan servicing software designed to integrate seamlessly with QuickBooks®, enabling efficient management of multiple loans and credit lines. It supports both lender and borrower operations, offers flexible loan servicing options, and provides robust reporting tools. Available with or without QuickBooks® integration, LoanAssistant caters to various lending segments, including mortgages, construction loans, and education financing.
Preguntas frecuentes
To install LoanAssistant, first ensure QuickBooks is installed. Download the LoanAssistant test installation package and save the file. Run the setup file as an administrator (especially on Windows 7). Follow the onscreen instructions, and note that the default password is 'admin'.
Yes, there is a stand-alone version of LoanAssistant available that excludes QuickBooks integration. This version includes trial balance reporting and all other features of the Premium Package.
LoanAssistant covers a wide range of loan types, including residential and commercial mortgages, construction loans, motor finance, education loans, installment sales, and investor participation loans.
LoanAssistant seamlessly integrates with both QuickBooks Online and QuickBooks Desktop, allowing you to connect to unlimited QuickBooks companies. All transactions are posted instantaneously in QuickBooks, and you can generate combined reports of loan portfolios from different QuickBooks companies.
LoanAssistant provides comprehensive reporting features, including amortization tables, customizable billing and pay-off statements, payments summary reports, escrow collection reports, and IRS 1098 and 1096 forms. It also includes a custom reporting module for creating your own reports.
LoanAssistant offers three pricing packages: Professional at $999 annually, Premium at $1,299 annually, and Premium Accrual at $1,500 annually. There is also a stand-alone Premium Package available for $999 annually without QuickBooks integration.
Yes, the Premium Package supports network/multi-user access for up to 3 users, while the Premium Accrual Package supports up to 5 users. This allows multiple team members to access and manage loans simultaneously.
You can contact technical support at support@iasolutions.info or sales support at sales@iasolutions.info. Additionally, there is a phone number provided for further assistance: (646) 561-9880.
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