---
description: LoanAssistantを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: LoanAssistantとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [ローンサービスソフト](/directory/30088/loan-servicing/software) > [LoanAssistant](/software/128240/loanassistant)

# LoanAssistant

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> このアプリケーションでは、融資や各種融資限度の会計処理を自動化することができます。QuickBooksとの統合機能搭載です。
> 
> 評価：13人のユーザーによる評価は**4.8/5**。**おすすめ度**で最高の評価。

-----

## 概要

### LoanAssistantの対象ユーザー

銀行家、会計士、ハードマネーローン業者、融資提供者、債権回収業者、都市、地方自治体、銀行、信用金庫、インディアン部族、民間金融機関など

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.8/5** | 13 レビュー |
| 使いやすさ | 4.8/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.8/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.9/5 | レビュー全体に基づく |
| 機能 | 4.8/5 | レビュー全体に基づく |
| おすすめ率 | 100% | (10/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Integrated Accounting Solutions
- **ロケーション**: Brooklyn, アメリカ
- **設立**: 1999

## ビジネスコンテキスト

- **価格プラン**: $999.00
- **価格モデル**:  (無料のトライアル)
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500
- **デプロイとプラットフォーム**: Windows（デスクトップ）, Windows（オンプレミス）
- **サポートされる言語**: 英語
- **利用可能な国**: アイスランド, アイルランド, アゼルバイジャン, アメリカ合衆国, アラブ首長国連邦, アルバ, アルバニア, アルメニア, アンギラ, アンティグア・バーブーダ, アンドラ, イギリス, イスラエル, イタリア, ウクライナ, エストニア, オランダ, オーストラリア, オーストリア, オーランド諸島 さらに69件

## 機能

- Payment Collection
- Third-Party Integrations
- エスクロー管理
- コンプライアンス管理
- データのインポート／エクスポート
- ドキュメント管理
- レポート／分析
- ローンポートフォリオ管理
- 借り手管理
- 償却計画
- 投資家管理
- 担保追跡
- 監査証跡
- 経理
- 自動資金配分
- 連絡先管理
- 顧客データベース

## 統合 (合計3件)

- Microsoft Excel
- Microsoft Outlook
- Microsoft Word

## サポートのオプション

- メール/ヘルプデスク
- 電話サポート

## Category

- [ローンサービスソフト](https://www.capterra.jp/directory/30088/loan-servicing/software)

## 関連カテゴリー

- [ローンサービスソフト](https://www.capterra.jp/directory/30088/loan-servicing/software)
- [住宅ローンソフト](https://www.capterra.jp/directory/30038/mortgage-and-loans/software)

## 代替製品

1. [timveroOS](https://www.capterra.jp/software/201030/timvero-core) — 5.0/5 (6 reviews)
2. [Creatio CRM](https://www.capterra.jp/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)
3. [FileInvite](https://www.capterra.jp/software/138728/fileinvite) — 4.7/5 (99 reviews)
4. [Turnkey Lender](https://www.capterra.jp/software/135052/turnkey-lender) — 4.6/5 (36 reviews)
5. [Financial Services Cloud](https://www.capterra.jp/software/166075/financial-crm) — 4.8/5 (5 reviews)

## レビュー

### "Good software for managing loans" — 4.0/5

> **nitish** | *2018年10月26日* | 金融サービス | おすすめ評価：7.0/10
> 
> **良いポイント**: Loan assistant is loan management software that our team recommend and suggest to our clients. Most important function of this software is it &#10;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.
> 
> **改善点**: 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.
> 
> Overall it's great software to work on as it can reduce to laborious work of managing loans into the simple one.

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### "Mortgage Loan Software integrated with Quickbooks" — 4.0/5

> **Kathleen** | *2020年9月11日* | 銀行 | おすすめ評価：10.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: The only con would be that I have not used another loan servicing software program....so I cannot offer comparisons.
> 
> 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\!

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### "Flexible, Comfortable and affordable software in managing loans" — 5.0/5

> **認証済みレビュアー** | *2018年8月28日* | 金融サービス | おすすめ評価：10.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: 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.

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### "A Great and Comfortable to use Software in managing loans" — 5.0/5

> **Emmanuel** | *2021年7月14日* | 銀行 | おすすめ評価：10.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: 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
> 
> 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

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### "Great software" — 5.0/5

> **Alex** | *2018年6月18日* | 不動産 | おすすめ評価：9.0/10
> 
> **良いポイント**: Great software for my business; saves my team a lot of time - amazing job integrating with QuickBooks\!&#10;The software is very user friendly and intuitive; reporting is excellent.&#10;The support staff has been very helpful with issues not covered in the help file.
> 
> **改善点**: Would be soo much better if they had 24x7 tech. support. Other than that, i cant think of anything  else.
> 
> reporting

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## リンク

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