# LoanAssistant Reviews **Vendor:** Integrated Accounting Solutions **Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination) **Average Rating:** 3.8/5.0 **Total Reviews:** 6 ## About LoanAssistant LoanAssistant is a loan servicing add-on for QuickBooks designed to allow users to efficiently manage multiple loans and credit lines. ## LoanAssistant Reviews ### 1. One click to all solutions **Rating:** 4.5/5.0 stars **Reviewed by:** sanjana v. | Trainee Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2022 **What do you like best about LoanAssistant?** Loan assistant assists you on how you can managing multiple loans and credits. Apart from providing demo, it gives 30 days free trial of the software which instead builds customers confidence on the product **What do you dislike about LoanAssistant?** Loan assistance comes with pricing that aren't affordable for the common man. It gives benefits of multiple features with categories like Premium and Premium Accrul, which might demotivate one from going for the product **What problems is LoanAssistant solving and how is that benefiting you?** The application provides good service in wide range of industries included for example being in residential and commercial mortgages, motor finance, education loans, construction loans. And most importantly has Quickbooks. ### 2. LoanAssistant **Rating:** 2.5/5.0 stars **Reviewed by:** Taylor Frances B. | Senior Operations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about LoanAssistant?** User friendly and easy to use. Great customer service, they respond quickly and thoroughly to questions and issues. Quickbooks integration is wonderful and convienent. **What do you dislike about LoanAssistant?** It is only compatible with Windows platform which limits use and restrict client base. Needs a 24/7 support team to help with questions and issues at all times. **What problems is LoanAssistant solving and how is that benefiting you?** Additional customization, integration with other software, and customer service responsiveness. They continue to work with specific needs to meet individually tailored solutions. ### 3. Great Tool for Loan Processing and Assessment **Rating:** 4.5/5.0 stars **Reviewed by:** Fahad K. | Senior Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2022 **What do you like best about LoanAssistant?** Single window loan management and analysis tool which spans from client information, product selection, analysis tools to loan reporting **What do you dislike about LoanAssistant?** Nothing really. There are a host of options for users to manage their loans, generate reports and do much more **What problems is LoanAssistant solving and how is that benefiting you?** Quick book integration, periodic reporting, LTV and interest rate tracking. A lot of time saved by this tool otherwise we were doing these tasks independently ### 4. Great service that has attractive rates and easy approval **Rating:** 3.0/5.0 stars **Reviewed by:** Leevon C. | Member Services Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about LoanAssistant?** LoanAssistant was very easy to use. I was able to link it to our QuickBooks. It's an efficient tool for loan servicing. **What do you dislike about LoanAssistant?** Honestly, there were no dislikes about LoanAssistant. **What problems is LoanAssistant solving and how is that benefiting you?** LoanAssistant is able to manage multiple lines of credit. This benefits me by allowing everything to be in one place rather than having multiple services and multiple add-ons. ### 5. Very good for the price. **Rating:** 4.0/5.0 stars **Reviewed by:** Mandy A. | Corporate Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about LoanAssistant?** The yearly price is very helpful for a small startup business. **What do you dislike about LoanAssistant?** I wish there were an option to have accrual basis since it imports into QuickBooks. **What problems is LoanAssistant solving and how is that benefiting you?** We use it to record our loan payments received, the amortization, monthly billing statements and QB import. ### 6. Provides support and best options at every step **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2022 **What do you like best about LoanAssistant?** Very intuitive and helps providing best possible options based on the requirement **What do you dislike about LoanAssistant?** It takes time to auto identify certain fields **What problems is LoanAssistant solving and how is that benefiting you?** Mortgage Analytics, Offer analytics. Helps in providing suitable offers. Saves a lot of time - [View LoanAssistant pricing details and edition comparison](https://www.g2.com/products/loanassistant/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+14%3A10%3A51+-0500&secure%5Bsession_id%5D=ce2ff87f-682e-4cc0-91ed-94691405b753&secure%5Btoken%5D=a3c183bbb12ca28c9ce38bf8c34ff3a73496b215f579451e87f719ff9831618b&format=llm_user) ## LoanAssistant Features **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top LoanAssistant Alternatives - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews) - [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) - 5.0/5.0 (123 reviews) - [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) - 4.6/5.0 (104 reviews)