COMPARE PACKAGES

LoanAssistant is all about making loan servicing easier. Our state-of-the-art digital tool will enable automation and management of an end-to-end loan process for every type of loan: from auto to microfinance, commercial, mortgages, small business, equipment, construction, private lending, asset-based loans, medical and credit lending.

We realize that everyone has different needs, and we offer versatile pricing plans to align with your requirements. All our plans are flexible, scalable, and with no extra cost for number of loans, transactions, and entities. Better still, say goodbye to extra hardware or software—our solution is convenient and cost effective.

Below are all our subscription plans and features. We have ensured to pack in great value and efficiency in each plan for your respective needs. For something more bespoke, then get in touch with our sales team to get a quote that is specifically designed around what suits you the best.

Professional Package License

Ideal for smaller institutions and individual users or those that are just starting to offer digital loan servicing, this bundle contains basic features and multiple loan product incorporation, providing an ideal platform to enhance digital loan servicing.

• Manage as many loans or lines of credit as you want with a single-user license.
• Link QuickBooks Company files.
• Supports all kinds of loans, like amortized, balloon, and interest-only.
• Manage Adjustable Rate Loans and both Revolving and Non-Revolving Credit Lines.
• Take care of installment sales, escrow collections, and more.
• Extra modules available for extra features.
  

Premium Package License

It is more useful for institutions with either large sizes or those having complex requirements in accounting. It builds on all features of accounting but with more developed, supported features, making it ideal for an organization using financial management tools.

• Contains all of the Professional package.
• Connect to as many QuickBooks® companies as you need.
• 1098 Tax Reporting.
• Create and customize documents just the way you want them to be.
• Investor Participation Module for investor relations management. Network/Multi-User Access - it can accommodate up to three users.
• Customer Communications module for enhanced borrower contacts.
• Advanced Features: Investor features, customization, integration with other software, even beyond QuickBooks.
  

Premium Accrual Package License

It is more useful for institutions with either large sizes or those having complex requirements in accounting. It builds on all features of accounting but with more developed, supported features, making it ideal for an organization using financial management tools.

• Includes everything in premium.
• Advanced financial management with an extra accrual accounting module. - Network/Multiuser access for up to five users.
• Detailed Financial Management: Ideal for businesses that need detailed reporting and management for multiple users.
• Extensive Reporting Requirements: It has advanced accounting features and thorough network capabilities.
  

Premium Stand-Alone Package License

For companies that do not need QuickBooks® integration but want more functionality and more robust reporting tools. Appropriate for all businesses that need more comprehensive tools and do not need QuickBooks®.

• All features in the Premium package, but without QuickBooks integration.
• Built-in trial balance reporting for easy tracking of all financial information.
• No Integration with QuickBooks®: Perfect for the user who doesn't need QuickBooks® integration but is looking to receive top-notch functionality.
• Standard Financial Reporting: Includes Trial Balance Reporting for robust reporting without extra integrations.
• Single Users or Smaller Operations: Great for persons who need full features but do not need the complex features of a multi-user setup.

How to Select the Right Plan

Choosing the best plan for you entails evaluating your needs and comparing them to what each plan offers.

Here's a quick guide to help you decide:

Number of Loans: In case your group is currently processing many loans, or you feel that this number will increase in the near future, consider choosing the Premium Plan or Premium with Accrual Plan to get more versatile and resourceful tools and support.

Features: Think about what features are most important to you. If it's seamless integration with QuickBooks, either Premium or the Premium Accrual Plan will do if one needs a little more in-depth accounting needs. Otherwise, if detailed reporting is what you are looking for and QuickBooks isn't that big of a deal, then Stand-Alone Premium may be your best option.

Budget: If you are really on a tight budget, the Professional Plan provides you with the essential features at lower price. These plans are flexible and adjust to your needs. They manage to keep costs under control while rendering you all the core functions that you want to have at your disposal.

Choosing the right plan is only the beginning of growing your loan servicing.

We are here to get you up and running with LoanAssistant.

Feel free to contact us today to simplify your loan servicing operations.

We always provide the best tools and support for all your loan servicing needs.

Thank you for considering LoanAssistant.

We are excited to serve you and elevate your loan servicing experience.

Ready to transform your loan-servicing experience?

Contact us today to discover what works best for your institution.

Let's make your loan servicing process easier and more efficient together!