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IvyTek Finance: Loan Origination and Servicing
Automate all your loan origination & servicing needs in one place
- Industries
- Financial ServicesGovernmentPublic Sector
- Business Need
- IT & AdministrationFinanceAccounting
- Requires
- Platform Cloud
- Compatible With
- Sales CloudExperience CloudNonprofit Solutions
Streamlines & automates end-to-end loan management needs - origination, underwriting, closing, funding & servicing. Simplifies online credit apps, automates credit approvals, calculates loans, monitors cash flow, collections, delinquency, & reporting.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudExperience CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Ivytek Finance/July 2025 1.282.0
- Listed On
- 08/07/2014
- Latest Release
- 07/02/2025
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 88Custom Tabs: 59Custom Apps: 3
- Lightning Components
- Global: 14App Builder: 0Community Builder: 1
- Languages
- English
Security
Additional Details
Step out of the silo and into the future of loan origination and servicing software with IvyTek. Built on business intelligence and our over 20 years of experience, IvyTek’s unique software will allow you to customize dashboards and reports while automating your workflows. With our social collaboration feature, you can communicate in real time via chatter and chat - a real time instant messaging client. Our mobile access will allow you to keep a pulse on all aspects of your business and stay in touch with colleagues, clients and staff. ~Quickly integrates with 3rd party providers ~Loan Application from internal/external(website) sources and customizable workflows ~Upload credit applications from a borrower portal ~Quickly calculate the best payment terms for your borrower ~Dynamic Settings for Revolving Credit Loans ~Easy to use tools to create collection workflow actions ~Integrated Document management - compliance logging for customer touch points ~Intuitive Interface ~Streamline cash drawer actions Ready to take a test drive? Step into the future of loan serving today. Contact us to schedule your discovery call here.
Need help?
IvyTek, Inc.
Jacksonville, Florida
Utilize tiered managed service packages to continuously improve your daily work flow. IvyTek has a team of Certified Salesforce Consultants who understand your business and financial landscapes.