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LoanAssistant™ is the only loan servicing add-on for QuickBooks® that allows you to efficiently manage multiple loans and credit lines.

Simple and intuitive integration with an unlimited number of QuickBooks® files

Transactions are posted instantly in QuickBooks®

LoanAssistant™ is used by midsize and small money lenders, and covers most segments of the lending industry...

Residential Mortgages

Commercial Mortgages

Construction Loans

Motor Finance

Installment Sales

Education Loans

It has always been difficult to find software flexible enough to meet the requirements of our business. At a reasonable cost, Loan Assistant 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

Seamless QuickBooks® Integration

Simple and intuitive integration with an unlimited number of QuickBooks® files. Transactions are posted instantly. Combined report of loan portfolios from different files.

Loan Management

Service unlimited number of loans & credit lines. Covers most segments of lending industry -- mortgages, construction & education loans, motor finance, installment sales.

Reporting Features

Borrower reports (amortization tables, billing, payoff & account statements). Managerial reports (payments & portfolio summaries, escrow collection, late accounts, and more).

Flexible Loan Servicing Support

Assignment of multiple borrowers and guarantors to a single loan; Multi-user network set up; Multi-currency support; Up to three levels of security for admins, and more.

Investor Tracking and Reporting

Track investor certificates of deposit. Investor allocation based on fixed percentages or the amount of capital invested. Comprehensive investor participation reports exportable into Excel, and more.

Interest Calculation Options

Options include self-amortized, balloon and interest-only loans. Interest calculation based on Actual/365, Actual/360 and 30/365, 30/360. Support for adjustable rate loans, and more.

646-561-9880

sales@iasolutions.info

www.iasolutions.info