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LoanAssistant Reviews & Product Details

LoanAssistant Overview

What is LoanAssistant?

LoanAssistant is a loan servicing add-on for QuickBooks designed to allow users to efficiently manage multiple loans and credit lines.

LoanAssistant Details
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Product Description

LoanAssistant is a loan servicing add-on for QuickBooks designed to allow users to efficiently manage multiple loans and credit lines.


Seller Details
Year Founded
2003
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Recent LoanAssistant Reviews

sanjana v.
SV
sanjana v.Small-Business (50 or fewer emp.)
4.5 out of 5
"One click to all solutions"
Loan assistant assists you on how you can managing multiple loans and credits. Apart from providing demo, it gives 30 days free trial of the softwa...
FK
Fahad K.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great Tool for Loan Processing and Assessment"
Single window loan management and analysis tool which spans from client information, product selection, analysis tools to loan reporting
Verified User
C
Verified UserEnterprise (> 1000 emp.)
4.0 out of 5
"Provides support and best options at every step"
Very intuitive and helps providing best possible options based on the requirement
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LoanAssistant Media

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6 LoanAssistant Reviews

3.8 out of 5
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6 LoanAssistant Reviews
3.8 out of 5
6 LoanAssistant Reviews
3.8 out of 5
G2 reviews are authentic and verified.
sanjana v.
SV
Trainee Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about LoanAssistant?

Loan assistant assists you on how you can managing multiple loans and credits. Apart from providing demo, it gives 30 days free trial of the software which instead builds customers confidence on the product Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

Loan assistance comes with pricing that aren't affordable for the common man. It gives benefits of multiple features with categories like Premium and Premium Accrul, which might demotivate one from going for the product Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

The application provides good service in wide range of industries included for example being in residential and commercial mortgages, motor finance, education loans, construction loans. And most importantly has Quickbooks. Review collected by and hosted on G2.com.

Taylor Frances B.
TB
Senior Operations Specialist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about LoanAssistant?

User friendly and easy to use. Great customer service, they respond quickly and thoroughly to questions and issues. Quickbooks integration is wonderful and convienent. Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

It is only compatible with Windows platform which limits use and restrict client base. Needs a 24/7 support team to help with questions and issues at all times. Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

Additional customization, integration with other software, and customer service responsiveness. They continue to work with specific needs to meet individually tailored solutions. Review collected by and hosted on G2.com.

FK
Senior Relationship Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about LoanAssistant?

Single window loan management and analysis tool which spans from client information, product selection, analysis tools to loan reporting Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

Nothing really. There are a host of options for users to manage their loans, generate reports and do much more Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

Quick book integration, periodic reporting, LTV and interest rate tracking. A lot of time saved by this tool otherwise we were doing these tasks independently Review collected by and hosted on G2.com.

LC
Member Services Specialist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about LoanAssistant?

LoanAssistant was very easy to use. I was able to link it to our QuickBooks. It's an efficient tool for loan servicing. Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

Honestly, there were no dislikes about LoanAssistant. Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

LoanAssistant is able to manage multiple lines of credit. This benefits me by allowing everything to be in one place rather than having multiple services and multiple add-ons. Review collected by and hosted on G2.com.

Mandy A.
MA
Corporate Controller
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about LoanAssistant?

The yearly price is very helpful for a small startup business. Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

I wish there were an option to have accrual basis since it imports into QuickBooks. Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

We use it to record our loan payments received, the amortization, monthly billing statements and QB import. Review collected by and hosted on G2.com.

Verified User in Banking
CB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about LoanAssistant?

Very intuitive and helps providing best possible options based on the requirement Review collected by and hosted on G2.com.

What do you dislike about LoanAssistant?

It takes time to auto identify certain fields Review collected by and hosted on G2.com.

What problems is LoanAssistant solving and how is that benefiting you?

Mortgage Analytics, Offer analytics. Helps in providing suitable offers. Saves a lot of time Review collected by and hosted on G2.com.