Simplifying Loan Management 

IvyTek’s custom loan management software is as versatile as it is user-friendly for you and your customers.

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Loans Simplified

Let Us Do the Heavy Lifting

In addition to industry standard features, IvyTek provides you with innovative loan management features to help you serve our customers.  These features can easily personalize our software to fit your industry and business specific needs

  • Quick Quotes

  • Applications

  • Loans & Payments

  • Printing of Contracts

  • Forms Processing

  • Cash Balancing

  • Accounting & Summary Reporting

Business Intelligence

Easily create customized reports and dashboards with “quick click” drill down analysis and scheduled reports that can be delivered to any device, at any time.

Mobile Access

Easily access all components of your business from a desktop, tablet or smartphone. From any device you can easily make transactions and view reports. Stay connected with your staff and customers 24/7.

Document Management

Do you have visions of a paperless office? Digitally enjoy complete loan documentation, including uploaded documents, like a scanned driver’s license, stored as an electronic file attached to your customer’s account.

Collections First

It’s easy to loan out money, but does your system help you automate effective collection practices with task and workflow management?

Automated Workflows

Customized approval processes for ANY type of transaction with triggered e-mail alerts for unusual or unique transactions. Simply create standardized field level internal procedures and requirements.

Social Collaboration

Make business processes social. Collaborate in real time with Chatter, an internal social tool for businesses that allows teams to take action and collaborate on accounts, files, and customers.

Loans Simplified

Let Us Do the Heavy Lifting

In addition to industry standard features, IvyTek provides you with innovative loan management features to help you serve our customers.  These features can easily personalize our software to fit your industry and business specific needs

  • Quick Quotes

  • Applications

  • Loans & Payments

  • Printing of Contracts

  • Forms Processing

  • Cash Balancing

  • Accounting & Summary Reporting

Business Intelligence

Easily create customized reports and dashboards with “quick click” drill down analysis and scheduled reports that can be delivered to any device, at any time.

Mobile Access

Easily access all components of your business from a desktop, tablet or smartphone. From any device you can easily make transactions and view reports. Stay connected with your staff and customers 24/7.

Document Management

Do you have visions of a paperless office? Digitally enjoy complete loan documentation, including uploaded documents, like a scanned driver’s license, stored as an electronic file attached to your customer’s account.

Collections First

It’s easy to loan out money, but does your system help you automate effective collection practices with task and workflow management?

Automated Workflows

Customized approval processes for ANY type of transaction with triggered e-mail alerts for unusual or unique transactions. Simply create standardized field level internal procedures and requirements.

Social Collaboration

Make business processes social. Collaborate in real time with Chatter, an internal social tool for businesses that allows teams to take action and collaborate on accounts, files, and customers.

Find a solution that serves you

Schedule a 10 minute demo to see how we can meet your needs.

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