LoanAssistant™
The Ultimate Software
For End-to-End Loan Servicing

Integrated With QuickBooks

LoanAssistant seamless Integration

Loan Servicing, Simplified


LoanAssistant™, is the only loan servicing software add-on for QuickBooks® that

allows you to efficiently manage multiple loans and credit lines.

Works with any Desktop / Online QuickBooks®.

Operates for lender and/or borrower side of loan servicing.

Option without QuickBooks® integration is available.


Welcome to LoanAssistant! We provide an end-to-end loan servicing software solution for financial institutions and individual lenders.


Our software can accommodate a large number of different loans, including auto, microfinance, commercial, mortgage, small business, equipment, construction, private, asset-based, medical, and credit union loans.


LoanAssistant creates and uses a well-defined and structured accounting system into your QuickBooks.


You can use default accounts or link your existing accounts to keep your account names and existing balances while onboarding LoanAssistant.


Accounting structure that LoanAssistant builds with real time QuickBooks® integration, enables full power of QuickBooks® reporting in real-time, including usage of QuickBooks® classes.


Our class-leading software makes the entire loan servicing process easy and efficient.


Using QuickBooks® Desktop or QuickBooks® Online, our software seamlessly works with hundreds of loans and lines of credit from both sides: lender and borrower.


If you do not use QuickBooks®, we also have a stand-alone version that provides all useful loan management features you need without requiring a subscription to QuickBooks®.


Our platform improves servicing and payment management within commercial and mortgage lending.


We also help manage small business, auto and equipment loans with efficient tools for managing funds.


In construction, private, asset-based and credit lending, LoanAssistant provides special features like draw schedules, tracking collateral, and flexible payment plans.


Loan assistant brings smart loan servicing software solutions to your operations.


Contact us today to learn how we could make your loan servicing process smoother!

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    "Going into a lending business requires a good support base. I understood that I needed software that would help me process loans, post payments in an accounting software, and manage allocation to investors. I found all of these features in LoanAssistant."

    Don Ross

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    "Having QuickBooks integration saves a lot of effort and money as we have limited accountant involvement. Handles many types of loans and provides ability to customize multiple reports, which worked very well with our several business lines. Reasonable price is great for the value."

    David Z., CMB

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    "The program I was looking for needed to be very flexible to correctly process my payments, break them down into principal and interest, and record them in QuickBooks®. Loan Assistant did it for me. I am very happy with Loan Assistant…"

    Chris Psihos, Entrepreneur

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    "Loan Assistant was precisely the software that I needed to manage my business, but also the support staff was extraordinarily patient with me. They were always readily available as I became comfortable using this new tool. I am using the software to manage a rather large portfolio of personal investments consisting of installment loans."

    Ric Fox, President Hammond Finance LLC

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    "LoanAssistant has accommodated the needs of our lending operations and, most importantly, provided ability to seamlessly integrate loan processing with QuickBooks®. We save time and money, and can now completely rely on our accounting records…"

    Jana Vargas, Director of Retail Technology

Your Solution For Loan Servicing System That

Covers Every Step

Supercharge your loan process with LoanAssistant's loan servicing system software. Our platform focuses on loan servicing and supports all stages, from disbursement to collection for financial institutions.


We understand that speed and precision are crucial, and that is why everything is automated in our tool and is convenient for both the lender and the borrower.


Our software simplifies those tricky parts of loan servicing, saving you time and reducing mistakes.

LoanAssistant begins at the disbursement stage, where we make it easier for lenders to collect and check data.


The elements included, such as electronic document management and automatic credit checks, step up the process and maintain its accuracy and compliance.


Our easy-to-use system simplifies inputting and tracking borrower information so that your team is out of the paperwork and into a mindful decision-making process.

Our loan servicing system incorporates smart algorithms and risk assessment tools to provide fast yet comprehensive scrutiny of loan transactions.


That is what will lead to an automated procedure, quicker judgments, and improved credit check quality with LoanAssistant.


You can confidently service loans based on real-time, detailed data and make your lending operations less risky.


Finally, LoanAssistant arranges the disbursement phase.


Our loan servicing software makes accurate and timely funding transfers possible.


Through real-time tracking and auto-update features, LoanAssistant keeps everyone well informed and every single payment planned out.


Step into the future of loan servicing with LoanAssistant and see how a fully integrated loan system can work for you.


Reach out to LoanAssistant and let us assist you in streamlining your loan servicing.

Comprehensive Loan Servicing Software

Solution To Small Business Loan Products

Small business financing can be tough, and that is where LoanAssistant makes it so much easier for you. From SBA loans to business lines of credit, our loan servicing software caters to different loan options open to small businesses.


Advanced digital tools from LoanAssistant are designed to help financial institutions handle the wholesale process of loans seamlessly—right from releasing funds and collecting payments to generating payoff quotes.


With advanced features like autofill systems, it makes process faster and greatly reduces errors.


LoanAssistant has top-notch small business lending servicing software for SBA loans.


A ton of paperwork goes into making an SBA loan, and oftentimes, it is overwhelming.


Our platform makes all of this much more accessible to execute with automated steps and easy data management.

LoanAssistant helps institutions quickly retrieve needed information and check it to speed up extension approvals. Our software ensures that SBA loan applicants receive quick responses to their applications by reducing manual work and lots of paperwork.


One more advantage is the ability of service business credit lines..


Flexible payment methods need to be carefully managed and frequently checked; our digital technology is excellent in both of these areas. 


The LoanAssistant loan servicing software for small business, helps institutions track the use of credits, manage payments, and monitor borrowers, it traces their behavior in real-time to avoid probable issues with overspending on credit lines.


With such functionality inside, LoanAssistant helps small business owners stay financially flexible and make smart decisions related to credit.


Learn how LoanAssistant will revolutionize the way you service loans and lines of business credit with our innovative loan servicing software.


Contact us today for a demo on how to optimize your loan servicing!


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Empower Your Lending Operations With Our Compliant Commercial Lending Software

At LoanAssistant, we understand how critical accounting and vendor management systems are to keeping your financial institution running. We engineered our commercial lending servicing software to integrate with these very systems so that we can offer you an easy way to manage and service your loan portfolio.


By hooking into your current QuickBooks accounting application, LoanAssistant ensures a smooth flow of all your loan-related financial information, reduces errors from manual entry, and eliminates extra data management.


This configuration can help you save time and ensure that your financial records are accurate enough to comply with requirements and handle accounts with assurance.


As soon as you create an enrolment in LoanAssistant, our software automatically synchronizes real-time with your QuickBooks accounting system. Any transaction, payment, or change you make will thus be updated automatically in your financial data.


Our software also features tools for vendor management, enabling all processes to go much more smoothly by pulling data from diverse sources into one place. Through such integration, you will get correct records, generate detailed reports, and see the full picture of your financial situation.


Using LoanAssistant, you will be getting a comprehensive commercial loan servicing software solution to improve efficiency and achieve better decision-making.

This link between LoanAssistant's software and the QuickBooks accounting systems brings tremendous accuracy and efficiency to all financial tasks.


Manual data entry and checks may result in errors and additional work.


Our integration eliminates this by updating information on its own, ensuring the uniformity and correctness of all data.


It will considerably reduce financial mistakes, saving your team precious time to deal with more important issues—not routine data work.


LoanAssistant ensures that everything is done with the utmost regard for accuracy and maximum output in your organization.


Find out more about how LoanAssistant's high-end integration features can help unlock your financial management systems.


Our commercial lending servicing software integrates with a host of accounting and vendor management tools, so you get to have it both ways: automated loan servicing with full financial visibility.


From loans to vendor payments, LoanAssistant provides a smooth operations solution that supports your business. 


Contact LoanAssistant today, and let us show you how we can simplify your loan servicing operations!

How Our Mortgage Lending Software Enhances

Home Purchase Loans

Homebuyers have to choose between fixed-rate and adjustable-rate mortgages. Both types can be easily handled with our mortgage lending software at LoanAssistant. It automates how these loans will be processed and serviced so that financial institutions can give their clients a smooth and efficient user experience.


Through LoanAssistant, it would be easy for financial institutions to make proper comparisons and custom options.


The software handles stability by automatically adjusting the payment schedule and doing pertinent interest calculations. This ensures that mortgage payments are precisely recorded and controlled right from the start.


Our mortgage servicing software feature integrates top-notch reporting tools about trends in payments and performances to guide institutions in giving personalized attention and addressing any problems at the early stages.

LoanAssistant gives institutions the ability to provide their borrowers with a dependable, transparent fixed-rate mortgage experience.


On the other hand, adjustable-rate mortgages may offer money savings when the first interest rates are lower and vary under market conditions.


LoanAssistant software simplifies the servicing of ARMs with the automation of rate adjustments, recalculations, and changes to payments.


This helps both the lender and the borrower in keeping track of any changes in the interest rates and how such affects the payments.


ARMs servicing is made incredibly easy with our software.


LoanAssistant allows financial institutions to provide real-time updates, making accurate and timely information available to clients based on market changes.


The choice of the right kind of mortgage servicing software is one of the significant decisions, and LoanAssistant can make that easy.


Our advanced software provides the tools to easily handle servicing of fixed-rate and adjustable-rate mortgages while increasing all-around efficiency and accuracy in mortgage servicing.


Contact us today, and let us help you offer great mortgage experiences to your clients!

Managing Personal Finances Made Easy With Consumer Lending Servicing Software

Credit risk assessment has become very important today if you want to make good lending decisions. LoanAssistant's consumer lending servicing software really emerges as the best for this task.


Advanced tools in the software aid a financial institution in figuring out credit risk.


By ensuring that every step of the credit assessment process is smooth and effective, powered by cutting-edge technology and sophisticated data analytics, LoanAssistant offers an end-to-end solution to assist our clients in making wise loan servicing decisions.


LoanAssistant's software considers varied data points, such as payment history and debt levels.


With LoanAssistant, financial institutions are assured of making a quality assessment of current borrowers, thereby reducing the possible risk of default and improving the loan portfolio quality.


The best part about LoanAssistant's consumer lending software is that it works really well with existing banking systems and third-party data providers.


All of the important information can be integrated into one comprehensive view of a borrower's financial condition.

Integrated data in LoanAssistant will increase the accuracy of reporting, making the loan servicing process smoother for faster and better customer service.


At LoanAssistant, we are dedicated to providing the means necessary for financial institutions and individual lenders to be successful in a very competitive market.


Our consumer lending software is built to simplify credit risk assessment and provide accurate and helpful insights for our clients.


Contact LoanAssistant today and see how our innovative solutions can help you take control of your loan servicing and loan management!

Effortless Auto Loan Origination Through

Innovative Auto Loan Servicing Software

Handling auto loans can become challenging for any financial institution.


The process begins with loan funding and continues with servicing, both of which have their own set of concerns. 


One important aspect is tracking payments properly and ensuring collections are timely.


Many institutions find managing delinquencies and handling repossessions in the event of defaults quite a challenge.


This is where LoanAssistant's auto loan servicing software feature helps by automating these processes so as not to miss any payment or delinquency.


Another strong point of LoanAssistant's software is its adherence to the federal and state regulations for auto loans.


It's difficult to keep track of changing rules, but our software makes it much easier by providing automatic compliance checks and updates.


In this way, you can be certain that your institution will always be compliant with the law and avoid potential penalties.


Using LoanAssistant allows financial institutions to focus on their core business while being fully assured about compliance with all applicable regulations.

Another issue in loan servicing is providing a good user experience to the borrowers.


Borrowers want efficiency in communication and support with their finances.


LoanAssistant auto loan servicing software improves borrower interactions through its user-friendly interface and auto-systems for communicating with them. This provides the borrower with a positive user experience and builds trust and loyalty.


Our software allows financial institutions and individual lenders to provide real-time updates and support that will surely make the borrowing experience smooth and easy.


LoanAssistant's
loan portfolio management software feature also handles and incorporates tools for performance tracking, scheduling payments, and accurate reporting.


This helps the institutions make sensible decisions and optimize their loan portfolios for better profits.


Contact LoanAssistant today and learn how we can help streamline your operations and transform your borrower experience!

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