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LoanAssistant
5
10
4
3
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan servicing add-on for QuickBooks /Stand-alone available
Table of Contents
LoanAssistant - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
LoanAssistant overview
What is LoanAssistant?
LoanAssistant is a loan servicing add-on for QuickBooks designed to help businesses across various segments of lending industries including education, vehicle, construction loans, and residential or commercial mortgages manage multiple loans and credit lines. It enables managers to assign multiple borrowers and guarantors to a single loan and generate custom reports via a unified platform.
Features of LoanAssistant include multi-currency support, security management, analytics, data export, and more. It offers an escrow module, which allows an external mediator to temporarily hold insurance payments, paperwork, or other assets for the primary transacting parties. The application also lets administrators stamp documents with usernames and dates for audit purposes and add additional notes or photos.
LoanAssistant helps firms track investors’ certificates of deposits (CD) and calculate deferred interest and non-interest-bearing loan amounts. It assists organizations with the modification of loan parameters and investor allocation processes based on the amount of capital invested.
Starting price
per year
Alternatives
with better value for money
LoanAssistant’s user interface
LoanAssistant reviews
Overall rating
4.8
/5
13
Positive reviews
88
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.88/10
5
4
3
2
1
10
3
0
0
0
Who uses LoanAssistant?
Based on 13 verified user reviews.
Company size
- Not enough reviewsSmall Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
- Not enough reviewsLoanAssistant's key features
Most critical features, based on insights from LoanAssistant users:
All LoanAssistant features
Features rating:
LoanAssistant alternatives
LoanAssistant
Starting from
999
Per year
The Mortgage Office
Starting from
No pricing info
Mortgage Automator
Starting from
No pricing info
LendingWise
Starting from
149
/user
Per month
LoanAssistant pricing
Pricing plans
Pricing details:
User opinions about LoanAssistant price and value
Value for money rating:
LoanAssistant integrations (3)
Top integrations
LoanAssistant support options
Typical customers
Platforms supported
Support options
Training options
LoanAssistant FAQs
LoanAssistant has the following typical customers:
Mid-size Business, Small Business, Freelancers
These products have better value for money
Q. What level of support does LoanAssistant offer?
LoanAssistant offers the following support options:
Email/Help Desk, Phone Support