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IvyTek Finance: Loan Origination and Servicing

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

Rating

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5
Lifetime average
Showing 6 of 6 Reviews
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Great team to work with, great product too!

IvyTek Finance (or ITF as we've come to call it now) has proven to be a nimble, cost-effective loan servicing platform that more than met our needs. The ITF team worked with us on migrating our loan & application data from a different vendor, and helped customize the solution to meet our unique needs. Would recommend them without hesitation!

The ONLY system that worked for us

The Scholarship Foundation of St. Louis is a small nonprofit that has, over the last several decades, provided tens of millions in INTEREST-free and FEE-free student loans to help low-income students attend college. For many years we have been in need of a system that is both something that we can afford and something that will work with our very unusual style of lending. Every system we evaluated was designed for big banks with deep pockets and simply couldn't work for us. IvyTek was the ONLY system that we've found that even came close to meeting our needs. Our implementation was not easy, but the IvyTek team was patient, supportive and collaborative along the way and they have helped us build a system that not only WORKS, but works in exactly the (highly customized) way we need it it to. Thank goodness for IvyTek!!!

Excellent Loan Software

IvyTek is one of the few programs that was compatible to our Salesforce Platform. We are pleased with its ability to meet our varied payment schedules and creative financing. The IvyTek team is well-versed in its knowledge of what we need and how their product can fulfill those needs. We look forward to a long relationship with them.

Powerful and scalable loan management system in Salesforce

In a crunch last year I turned to IvyTek to transition our loan portfolio to their solution. They were able to identify our processes that differed from the 'out of box' solution and quickly configure their system to accommodate. Any data migration is a challenge, as was this one but, IvyTek worked closely with us for an incredibly accurate transfer of data, in a timely manner. After our go-live any issues that arose were quickly addressed and solutions implemented. As we move into our support phase, I appreciate their dedication to delivering the work that is requested in the time frame set. I would recommend the IvyTek LMS to anyone as a stand alone solution and as the best solution on the Salesforce platform.

Tomeka Hudson

They have great customer service. They help with the smallest problems or questions and will stay with you until it is fix. Learning the new program was easy with them. It is easier to move threw it and find what I'm looking for. Thank you guys for all your hard work...

Amanda Pool (FB)

GREAT CUSTOMER SERVICE.....

The folks at Ivytek have been great, they are quick to help if we have a question or a mess up. They even transferred our accounts to the new system from the old system in no time. Mike and his team have been awesome and very friendly!!!!