An End-to-End Loan Management Solution

for CDFI Lenders

Ready to streamline, simplify and automate your loan management process for your CDFI?

At IvyTek, we have over 25 years of experience helping Community Development Financial Institutions (CDFIs) do what they do best—serve their local communities. We are proud to offer loan management software designed for the unique needs of CDFIs.

We leverage our strategic partnership with Salesforce, the number one CRM platform for CDFIs, on your behalf. That’s why our end-to-end loan management software is available through the Salesforce App Exchange for security, scalability, reliability, and accessibility. You just create an account and log into our app on the Salesforce App Exchange. Our software provides everything you need, including Metro 2 reporting

Get started by scheduling a Discovery Call, or take a Test Drive on the Salesforce App Exchange.

What Does IvyTek Provide for Community Development Financial Institutions?
  • Full-service Loan Management and Servicing—A 360-degree view from origination to collections

  • Available on the Salesforce App Exchange—providing SaaS enterprise capabilities to businesses of any size

  • Over 125 pre-built and customizable reports are at your fingertips on an intuitive, secure dashboard with need-to-know access privileges

  • Web services, including online loan applications, document uploads, borrower portals, and E-signature (DocuSign)

  • Accounting integrations with software like QuickBooks, ACH payments, and ACH funding

Streamline. Simplify. Automate.

IvyTek helps you navigate through the complex and ever-changing online lending industry with one flexible software solution.