Was ist LoanAssistant?
Loan AssistantTM ist eine unglaublich leistungsstarke und vielseitige Software zur Darlehenstilgung. Sorgfältig von einem engagierten Team erfolgreicher Bankiers, Buchhalter und Software-Entwickler entwickelt. Loan AssistantTM Services erfüllt all deine Bedürfnisse. Es ist der einzige Kredit-Add-on-Service für QuickBooks zur effizienten Verwaltung mehrerer Darlehen und Kreditlinien. Mit Loan AssistantTM werden deine Kreditdaten in QuickBooks ohne doppelte Buchführung angezeigt, .
Wer verwendet LoanAssistant?
Bankiers, Buchhalter, Hartgeldverleiher, Kredit-Services, Geldschein-Dienstleister, Städte, Gemeinden, Banken, Sparkassen, Indian Tribes, private Leihgeber und mehr
LoanAssistant – Details
Integrated Accounting Solutions
1999 gegründet
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LoanAssistant – Details
Integrated Accounting Solutions
1999 gegründet
LoanAssistant – Videos und Bilder
Kosten ähnlicher Produkte wie LoanAssistant vergleichen
Startpreis
Kostenlose Version
Gratis Testen
LoanAssistant – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- Telefon-Support
Einsatz
- Windows (Desktop)
Training
- Live Online
- Webinare
- Dokumentation
- Videos
Funktionen von LoanAssistant
Hypotheken Software
- API
- Aktivitäts-Dashboard
- Anpassbare Berichte
- Aufgabenmanagement
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Darlehen-Entstehung
- Direktes Mailmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Drittanbieter-Integration
- Drittpartei-Darlehensvergabe
- Drucken von Flyern
- E-Mail Marketing
- Elektronische Applikationen
- Für Kreditnehmer
- Gewerbliche Hypotheken
- HUD Abrechnungserklärung
- Immobiliensteuer-Management
- Inkasso-Management
- Integrierte Anbieterdienste
- Kontakt-Datenbank
- Kontaktmanagement
- Kredit-Berichterstattung
- Kredit-Management
- Kredit-Serviceabwicklung
- Kreditgeber suchen
- Kundenaussagen
- Kundendatenbank
- Kundendatenbank
- Leadmanagement
- Marketing-Automatisierung
- Mehrere Branchen
- Mischkonzern
- Outsource-Verarbeitung
- Pipeline-Management
- Preismanagement
- Schließen von Dokumenten
- Solawechsel
- Staatliche Kredite
- Suchen / filtern
- Tilgungsplan
- Treuhandverwaltung
- Umfinanzierungs-Management
- Visuelle Präsentation
- Vorab-Qualifizierung
- Wohn-Hypotheken
- Workflow-Management
- Zahlung-Nachverfolgung
Kreditsoftware
- ACH Zahlungsabwicklung
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Vorlagen
- Asset Lifecycle Management
- Audit Trail
- Autokredite
- Automatische Fonds-Verteilung
- Baudarlehen
- Bearbeitung von Krediten
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Digitale Unterschrift
- Dokumentenmanagement
- Dokumentenspeicher
- Drittanbieter-Integration
- Elektronische Zahlungen
- Elektronischer Zahlungsverkehr
- Geschäftskredite
- Historische Berichte
- Hypotheken
- Inkasso-Management
- Investor-Management
- Kontaktmanagement
- Kontrolle des Genehmigungsprozesses
- Kreditnehmer-Management
- Kundendatenbank
- Kundenkonten
- Leadmanagement
- Mehrere Währungen
- Mischkonzern
- Multi-Channel-Kommunikation
- Pipeline-Management
- Regelbasierter Workflow
- Rollen-basierte Genehmigung
- Sicherheiten-Tracking
- Statusverfolgung
- Studiendarlehen
- Tilgungsplan
- Transaktionshistorie
- Treuhandverwaltung
- Visuelle Analytik
- Workflow-Management
- Zahlungsoptionen
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Erfahrungen mit LoanAssistant
Alle 13 Nutzerbewertungen lesenVerifizierter Rezensent
Flexible, Comfortable and affordable software in managing loans
Vorteile:
LoanAssistant is a loan management software that my team and I suggest for some of our clients, especially those with loans due to business start-ups. It is a great beginner’s software. It calculates interests, manages billing and pay off statements and it is highly integrative with QuickBooks system. It also covers your mortgages, which is bothersome to most of our clients.
Nachteile:
The software is only applicable for Windows users which limit their possible clients. But for those who are Windows users, none so far have shared any complaints with this software and this helps our institution.
Kathleen W.
Mortgage Loan Software integrated with Quickbooks
Kommentare: I've been very impressed with the entire process of Loan Assistant. We have been using this program for over 3 years. Our company has addressed issues, given ideas, and asked for help many times. The Loan Assistant team always responds promptly and with resolutions to our questions or concerns. When something doesn't work quite like we need it to they have always provided assistance and advice on whether we can make adjustments in the software to accommodate our needs. Outstanding Service!
Vorteile:
Integrating with our existing accounting software (Quickbooks) is the most important aspect for us using this software. The ease and simplicity of the program is second and the affordably pricing is also important. The program offers customization to your specific needs if necessary. The superior customer service responsiveness is amazing. I've never waited long for any response and the staff is always pleasant.
Nachteile:
The only con would be that I have not used another loan servicing software program....so I cannot offer comparisons.
Nitish B.
Good software for managing loans
Kommentare: Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one.
Vorteile:
Loan assistant is loan management software that our team recommend and suggest to our clients. Most important function of this software is it can organise large of loans that is very difficult for a manual job. It is simple in use and learn curve is simple. It can manage bills and amortization schedule easily and it works well with QuickBooks.
Nachteile:
It can be used only on windows platform which some may find it a disadvantage but most of the user don't bother about it. Customer support is imporving but still lacks in its service.
Alex Z.
Great software
Kommentare: reporting
Vorteile:
Great software for my business; saves my team a lot of time - amazing job integrating with QuickBooks! The software is very user friendly and intuitive; reporting is excellent. The support staff has been very helpful with issues not covered in the help file.
Nachteile:
Would be soo much better if they had 24x7 tech. support. Other than that, i cant think of anything else.
Emmanuel M.
A Great and Comfortable to use Software in managing loans
Kommentare: Much impressed with how the application works.. I have been using this app for years now and have recommended to many users and institutions.. Good work done... Cudos
Vorteile:
Loan assistant is a great a software to use in managing loans. This app has been recommended by myself to many users, banks and other financial institutions. We are able to integrate with quick books, calculate and manage interests on credit facilities and mortgages.
Nachteile:
Windows users only applicable.it would be of great usage to others as I am enjoying the app when other softwares are been instituted.. GREAT APP
