Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

IvyTek Finance: Loan Origination and Servicing

Automate all your loan origination & servicing needs in one place

Overview

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.

See How IvyTek Finance: Loan Origination and Servicing Works

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.

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.