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IvyTek Finance: Loan Origination and Servicing

By IvyTek, Inc.

Automate all your loan origination & servicing needs in one place

Starting at $750   USD/user/month

Discounts available for nonprofits

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Industries
Financial Services
Government
Public Sector
Business Need
IT & Administration
Finance
Accounting
Requires
Platform Cloud
Compatible With
Sales Cloud
Experience Cloud
Nonprofit 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.

Highlights

Automate everything needed to service a loan from start to finish all in one place and eliminate manual entry process. Whether CDFI, single payment, installment, revolving lines of credit for cash advances or purchases on credit - IvyTek has a solution.

IvyTek’s in-depth customization tools will send your workflows to autopilot. Track all CSR actions while gaining valuable insights to help you streamline technical and business processes.

Make funding decisions at lightning speed with IvyTek’s credit decisioning and verification features, all done on one platform. Including: Metro 2 reporting, NACHA (ACH) processing, and credit reporting from Experian, Equifax, or TransUnion.

Provider Details

IvyTek, Inc.
Jacksonville, Florida
Founded
1996
Website
Email
Phone
337-212-0994

Streamline your entire operation with a solution built natively on the Salesforce platform, offering the unparalleled flexibility to design and manage custom loan products tailored to your unique business model. From initial origination to final payoff, IvyTek automates the essential lifecycle of a loan in one centralized location, eliminating the need for manual data entry. Focused on CDFI initiatives, IvyTek provides a robust, scalable architecture to support your growth

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

IvyTek Finance annual base pricing begins at $9,000 per year for 4 users. We offer a 2 month trial for $1,000 upfront to use the software with up to 5 loans. At the end, we can deploy solution for an additional $19,000 with 100 hours of services.

Annual Base Pricing

$750 USD/user/month

Lowest Starting Price

Make It Your Own Trial

$1,000 USD/One Time/month

Free trial available for 60 days

Lowest Starting Price