LoanAssistant

LoanAssistant

Integrated Accounting Solutions
SYNDi Loan Manager

SYNDi Loan Manager

IndusFlow Systems
The Loan Office

The Loan Office

Applied Business Software
+

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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.

About

SYNDi Loan Manager is a powerful software package that streamlines every function in loan administration. Once you set up the loan, SYNDi takes over. It funds the loan, bills the borrower, receives payments, and continues the loan life cycle until the loan is renewed or discharged. SYNDi Loan Manager services loans funded by a single lender. It is typically used by finance and leasing companies, credit unions and private lenders. When a loan is set up and funded, loan installments and monthly payments are calculated until the loan is paid off. The system can generate reports, track missed payments, process returned checks, and creates journal entries to be exported to your accounting system. You may also link mortgage loans to real estate properties and calculate Loan-To-Value Ratios. SYNDi Loan Manager can be used as a stand-alone application or a multi-user application. SYNDi Loan Manager can be integrated with your existing Sage 300 ERP (Accpac) system.

About

The Loan Office is an affordable loan servicing software solution specifically designed for small lenders. Simple and easy to use, The Loan Office provides seamless QuickBooks and Microsoft Office integrations and built-in document scanning, recurring and event-driven reminders, track loan charges and advances, email statements and notices, unearned discounts, incremental funding, track insurance and senior liens, conversation log, unlimited user-defined fields, and much more. By using The Loan Office, users can service their own loans and/or service loans on behalf of others.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.

Audience

Credit unions aiming to automate loan servicing, enhance compliance, and simplify financial reporting

Audience

The Loan Office is purpose-built to meet the loan servicing needs of small lenders. This solution is ideal for hard-money lenders, note servicers, mortgage lender, and consumer finance lenders.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$999
Free Version
Free Trial

Pricing

$5000.00/one-time/user
Free Version
Free Trial

Pricing

$249.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.6 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Integrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/

Company Information

IndusFlow Systems
Founded: 1985
Canada
syndi.ca/loan-manager/

Company Information

Applied Business Software
Founded: 1978
United States
www.loan-servicing-software.com

Alternatives

Alternatives

LoanAssistant

LoanAssistant

Integrated Accounting Solutions

Alternatives

DownHome Loan Manager

DownHome Loan Manager

DownHome Solutions
LoanAssistant

LoanAssistant

Integrated Accounting Solutions
MORSERVw

MORSERVw

Butler & Associates
HES LoanBox

HES LoanBox

HES FinTech
SYNDi Loan Manager

SYNDi Loan Manager

IndusFlow Systems
LoanShark

LoanShark

Data Designs
HES LoanBox

HES LoanBox

HES FinTech

Categories

Categories

Categories

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

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

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

Integrations

Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online

Integrations

Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online

Integrations

Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Claim LoanAssistant and update features and information
Claim LoanAssistant and update features and information
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Claim SYNDi Loan Manager and update features and information
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