LoanAssistantIntegrated Accounting Solutions
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Related Products
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About
LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting.
Accrual Accounting option available. Stand-alone option available. Borrower side servicing available.
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
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About
Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance from rate lock to loan sale and delivery. Improve loan sale execution by enabling data-driven decision-making with the industry's most innovative suite of tools. Effortlessly configure rules, dynamically manage margin strategies, and quickly distribute pricing across all of your channels to stay ahead of the competition and win more business. Apply your business logic to ensure loans are never sold to the wrong investor and investor hit rates are optimized with our rule system. Create custom investor eligibility with a code-free rule editor. Send loans to all of your investors with automatically filtered bid tapes based on eligibility with a single click. Never sell a loan that an investor cannot purchase.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.
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Audience
Anyone looking for a capital market solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$999
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIntegrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/
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Company InformationPolly
Founded: 2019
United States
polly.io
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Categories |
Categories |
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Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Loan Servicing Features
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
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Integrations
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
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Integrations
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
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