LoanAssistant

Loan Servicing Made Simple for QuickBooks

Key benefits

  • Simple and intuitive integration with unlimited number of QuickBooks files. All transactions are posted instantaneously in QuickBooks. Combined report of loan portfolios in from different QuickBooks files.
  • Service unlimited number of loans and credit lines. Covers most segments of lending industry: - Residential & Commercial mortgages - Construction loans - Motor finance - Educ
  • Borrower reports: - Amortization tables and payment coupons; - Comprehensive billing statements; - Pay-off statements; - Borrower account statements; Managerial reports: - Payments summary reports; - Escrow collection and payments reports; -

How it works with QuickBooks

Customer and vendor data, as well as all transactions are posted instantaneously in QuickBooks.

Details

LoanAssistant™, is the only loan servicing add-on for QuickBooks® that allows you to efficiently manage multiple loans and credit lines. Service unlimited number of loans and credit lines. Covers most segments of lending industry: - Residential & Commercial mortgages - Construction loans - Motor finance - Education loans - Installment sales and others - Simple and intuitive integration with unlimited number of QuickBooks files. - All transactions are posted instantaneously in QuickBooks®. - Combined report of loan portfolios in from different QuickBooks files - Tracking of investors’ certificates of deposits - Participation pools

LoanAssistant


PLAN PRICE USERS DETAILS
Premium - Annual Subscription 850 3 Unlimited number of loans and credit lines; Multiple users and books. Additional users/features available.
Professional - Annual Subscription 500 1 Unlimited number of loans and credit lines; Single user with up to 2 (two) QuickBooks® file integrations

support@iasolutions.info

Contacts

(646) 561-9880
Online support:
http://www.iasolutions.info/


FAQ

Does it work with QuickBooks Online?
Yes, the application work with QuickBooks Online as well as any Windows Desktop version.
What operating system does LoanAssistant support?
LoanAssistant will work on any Microsoft Windows Operating system. (Windows XP/2000/7/8/10)
What internet browser should be used?
LoanAssistant will only work with Microsoft Internet Explorer