From the pre-loan application process to loan closing, lenders of all types strive to deliver the ultimate customer experience. However, this goal hasn’t always been possible due to the lender having to use many separate systems which creates a sluggish lending process.
That’s where IvyTek and Salesforce CRM can help.
Our end-to-end loan management solution makes it easy for lenders to simplify the way you build and manage your pipeline, take applications, calculate amortization schedules, close loans, take payments, and market to and follow up with current and potential clients all from within one platform.
IvyTek Finance, a native app on the Salesforce AppExchange, seamlessly integrates with Salesforce clouds you may already be using: Financial Services Cloud, Sales Cloud, Service Cloud, Government Cloud, and Marketing Cloud.
These Salesforce integrations save you time and money due to jumping from one platform to the next just to get your job done.
IvyTek Finance and Salesforce allow lenders to:
- Get a 360-degree view of the entire loan lifecycle
- Automate tasks, workflows, and collections processes
- Take applications and close loans faster through Digital Signatures and E-Doc ability
- Create and review applications, payment, and billing details directly through our Borrower/Client web portal
- Create customized reports and dashboards with drill-down analysis
- And more!
How IvyTek Integrates with Salesforce Clouds
The bottom line? Integration with the Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, Government Cloud, and Marketing Cloud provides an exceptional customer experience with end-to-end loan origination and servicing capabilities for lenders of all sizes.
Want to know more about how IvyTek and Salesforce CRM can help your organization? Schedule a Discovery Call to speak with a representative today.
About Us
IvyTek, Inc. is a family-owned and operated company that produces custom software. The Griggs family has been in the software development business for over 25 years, spanning three generations.