About Us

About Us

Lowenstein and Associates, PC is a licensed CPA firm that develops software to help lenders do their work smarter and faster. Our dynamic tools cut through the complexity of data transfers, construction loan servicing, loan review, and tracking charged-off loans, making these difficult tasks as simple as a few keystrokes.

Lowenstein brings simplicity, flexibility, strong internal controls, outstanding service and, most important, profitability. Our software tools pay for themselves over and over again in time saved, revenues increased, and costs reduced.

Lowenstein’s unique solutions help our clients:

  • Simplify the transfer of data between loan origination and core
  • Generate automated batch uploads of monetary and file maintenance transactions (from any source) to core
  • Manage construction loan servicing and builder relationships
  • Automate ALLL calculation and monitor impaired/watch loans
  • Track charged-off loans

When you purchase software from us, you get the best of both worlds: a top-notch software application developed and supported by certified public accountants and former regulators. No wonder financial institutions ranging from community credit unions to multi-billion dollar banking companies have counted on Lowenstein for almost 30 years.

Meet Our Team

Don Lowenstein

Grand Poobah


CPA and visionary, Don’s energy and enthusiasm drive everything we do, every day.

Perry Nichols

Code King


The man with the plan, Perry keeps all our solutions fresh and compliant.

Neva Woody

Sharpshooter


Let Neva show you how to hit the bullseye when you board loans.

Tuck Ackerman

The Answer Man


How do our products support sound lending? Ask former regulator Tuck.

Crystal Polsgrove

Sunshine


Call us any time.

Zach Lowenstein

The Emissary


Zach’s mission is to spread the word about our time-tested solutions.

Katie McKay

The Queen


When it comes to construction lending and loan review, CPA Katie rules!

Luke Lowenstein

The Linkster


When you absolutely, positively have to connect two systems, Luke’s your guy.

Ruth Lowenstein

Marketing Maven


Living the brand every day: great products and fabulous service!

Ray Kurian

The Goalie


No team is complete without a 'quality assurance' backstop, and Ray is ours.

Julie Harris

Link Lady


If you need an automated way to transfer data from one system to another, Julie can link you up!
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