IvyTek Finance: Loan Origination and Servicing for Salesforce AppExchange
By IvyTek, Inc.
IvyTek Finance: Loan Origination and Servicing is the #83 ranked accounting app on Salesforce, with a 5.0 average rating from 6 reviews, as a paid app, as of July 13, 2026.
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 #83 in the Accounting category.
AppRanks data: IvyTek Finance: Loan Origination and Servicing ranks #83 in Accounting on Salesforce AppExchange, placing it in the top 57% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
IvyTek Finance: Loan Origination and Servicing is a category-leading Salesforce app with a limited review volume. It is listed in the Accounting category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 6 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by IvyTek, Inc. — established developer track record
Cons
- −Limited review base (6) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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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.
Category rankings
As of Jul 13, 2026- Accounting#83of 146Top 57%
- Finance#173of 535Top 33%
- It And Administration#529of 1,461Top 37%
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 4 keywords across Salesforce AppExchange. Here are the top 3:
Competitors & alternatives
IvyTek Finance: Loan Origination and Servicing doesn't have curated competitor matchups yet. Other tracked accounting apps on Salesforce:
Frequently asked questions
What is IvyTek Finance: Loan Origination and Servicing?
IvyTek Finance: Loan Origination and Servicing is an app for Salesforce. It currently holds a 5.0-star rating from 6 merchant reviews, and it has been listed on the marketplace since 2014. It is listed under the Accounting category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by IvyTek, Inc..
Is IvyTek Finance: Loan Origination and Servicing free?
IvyTek Finance: Loan Origination and Servicing does not offer a permanent free plan on Salesforce. Pricing starts at 750, and the listed tiers are Annual Base Pricing, Make It Your Own Trial. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses IvyTek Finance: Loan Origination and Servicing?
IvyTek Finance: Loan Origination and Servicing is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Accounting category on Salesforce.
Where does IvyTek Finance: Loan Origination and Servicing rank on Salesforce?
IvyTek Finance: Loan Origination and Servicing currently sits at position #83 in the Accounting category on Salesforce. That places it in the top 57% of 146 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does IvyTek Finance: Loan Origination and Servicing integrate with?
IvyTek Finance: Loan Origination and Servicing lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Experience Cloud, Nonprofit Cloud, Platform Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.