Your 2023 Loan Management Software Checklist

Are you happy with your current loan management software provider? 

The credit world moves at lightning speed and money is changing hands faster than ever. Financial products and services have been growing, too, making the financial tech space even more competitive. With so many choices, it can make it hard to know if you’re making the right decision. 

The team at IvyTek has leveraged their 30+ years of financial technology experience to help make this daunting process a bit more straightforward. If 2023 has you researching a solution that fits your needs, refer to the checklist below to help you select the right platform. 

Here’s a list of our most important criteria to evaluate: 

✓ Compliance safeguards 

✓ Loan management and origination integrations 

✓ CRM integration 

✓ Manage multiple payment methods and borrower accounts 

✓ Administer penalties and fees 

✓ Analytics and reporting 

✓ Borrower portals and mobile apps 

✓ Amortization  

✓ Automated workflows 

✓ Real-time reporting 

✓ Instant credit scoring 

✓ Document generation 

✓ E-signature capabilities 

✓ Borrower management and communications 

✓ Payment processing and collections tracking 

Customizing and implementing new software can be a huge undertaking. That’s why IvyTek has a professional support team ready to work with you one-on-one to ensure the process is quick, easy and that we’ve set you up for success. 

We’re not just a software provider. Our goal is to become a long-term partner. To learn how IvyTek can improve your loan servicing process, simply reply to this email, or schedule a Discovery Call.