- Category rank
- #85 in Accounting
- Price from
- $150 / user / month (USD)
- Listing audit
- 67/100
IvyTek Finance: Loan Origination and Servicing is a Salesforce AppExchange app by IvyTek, Inc.. With a rating of 5.0★ from 6 reviews, it currently ranks #85 in the Accounting category.
IvyTek Finance: Loan Origination and Servicing is the #85 ranked Accounting app on Salesforce, with a 5.0 average rating from 6 reviews, as a paid app, as of Nov 5, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 5, 2026
IvyTek Finance: Loan Origination and Servicing ranks #85 of 154 in Accounting on Salesforce. It holds a 5.0★ average from 6 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2014
Cons
- −Only 6 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About IvyTek Finance: Loan Origination and Servicing
How IvyTek Finance: Loan Origination and Servicing works
Step out of the silo and into the future of loan origination and servicing software with IvyTek.
Built on business intelligence and our over 20 years of experience, IvyTek’s unique software will allow you to customize dashboards and reports while automating your workflows.
With our social collaboration feature, you can communicate in real time via chatter and chat - a real time instant messaging client.
Our mobile access will allow you to keep a pulse on all aspects of your business and stay in touch with colleagues, clients and staff.
~Quickly integrates with 3rd party providers ~Loan Application from internal/external(website) sources and customizable workflows ~Upload credit applications from a borrower portal ~Quickly calculate the best payment terms for your borrower ~Dynamic Settings for Revolving Credit Loans ~Easy to use tools to create collection workflow actions ~Integrated Document management - compliance logging for customer touch points ~Intuitive Interface ~Streamline cash drawer actions
Ready to take a test drive? Step into the future of loan serving today. Contact us to schedule your discovery call here.
Key features
- Automate everything needed to service a loan from start to finish all in one place and eliminate manual entry process. Whether CDFI, single payment, installment, revolving lines of credit for cash advances or purchases on credit - IvyTek has a solution.
- IvyTek’s in-depth customization tools will send your workflows to autopilot. Track all CSR actions while gaining valuable insights to help you streamline technical and business processes.
- Make funding decisions at lightning speed with IvyTek’s credit decisioning and verification features, all done on one platform. Including: Metro 2 reporting, NACHA (ACH) processing, and credit reporting from Experian, Equifax, or TransUnion.
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
Other capabilities (5)
role not classified yet
- Collections ManagementManage collections and metadata for improved data organization.
- Custom DashboardsCreate interactive dashboards tailored to your analytics needs.
- Document ManagementOrganize, automate, and process documents for efficient workflows.
- Loan OriginationManage the entire loan application and approval process efficiently.
- Real-Time CollaborationCollaborate with team members in real-time for instant feedback.
Ratings and reviews
Reviews for this app aren't archived by AppRanks yet — read them on Salesforce.
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Accounting#85of 154Top 56%
- Finance#241of 561Top 43%
- It And Administration#576of 1,530Top 38%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
IvyTek Finance: Loan Origination and Servicing ranks for 6 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #5
- Rank #6
- 3.equifaxRank #7
Competitors & alternatives
IvyTek Finance: Loan Origination and Servicing doesn't have curated competitor matchups yet.Other tracked Accounting apps on Salesforce:
Looking to switch from IvyTek Finance?
See IvyTek Finance's alternatives ranked by audit score, rating, and review velocity.
Frequently asked questions
What is IvyTek Finance: Loan Origination and Servicing?
IvyTek Finance: Loan Origination and Servicing is a Salesforce app by IvyTek, Inc., listed in Accounting. It holds a 5.0-star average from 6 reviews on Salesforce. It has been listed since 2014.
Is IvyTek Finance: Loan Origination and Servicing free?
No. IvyTek Finance: Loan Origination and Servicing has no free plan on Salesforce; paid plans range from $150 / user / month (USD) to $1,000 / custom / month (USD). Listed plans: Annual Base Pricing, Make It Your Own Trial.
Where does IvyTek Finance: Loan Origination and Servicing rank on Salesforce?
IvyTek Finance: Loan Origination and Servicing ranks #85 of 154 apps in Accounting on Salesforce.