Loan Management Software


The simple solution to managing your independent consumer & commercial finance business.

IvyTek Finance quickly handles quotes, applications, loans and payments, printing of contracts and related forms processing, cash balancing, accounting and summary reporting making your pre-computed consumer loans, auto loans, interest bearing, real estate and purchase contracts a breeze to manage.  The interest bearing feature also handles cash advances (payday loans or deferred deposits).

IvyTek Financehas many unique features to help you serve your consumer loan customers:

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.

COLLECTIONS FIRST:

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

MOBILE ACCESS

Easily access all components of your business with a browser, an iPad or smartphone. Make transactions and view reports. Stay connected with your staff and customers anytime from anywhere, even from the lounge chair at your favorite vacation spot.

AUTOMATED WORKFLOWS:

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

DOCUMENT MANAGEMENT

Envision a paperless office. Complete loan documentation, including uploaded documents (like a scanned driver’s license) stored as an electronic file attached to your customer’s account.

SOCIAL COLLABORATION:

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

 

  Use the quick quote feature to quickly generate customer quotes
  Use the term comparison feature to determine the best loan term to meet your customer's budget
  Use the data center to expedite customer transactions by having all your customers account information on one screen

Navigating the system is easy.  And you can quickly correct errors with UNDO, re-print, delete and cancel features.

Cash Drawers

 The IvyTek Finance full featured cash drawers module handles check cashing including fees, drawer  transfers and other cash balancing activity for up to nine separate cash drawers.

Check Book

 Use the IvyTek Finance check book feature for tracking disbursement activity, writing miscellaneous  checks, making deposits, and adjusting balances.  Five separate bank accounts may be set up. The check book  feature can also be set up for combined use with other IvyTek products.

General Ledger

 IvyTek Finance can insure you see the complete financial picture with a full-featured general ledger for  keeping books including audit trails, trail balances and financial statements.

Solicitations

 Get important messages to your customers effortlessly via the IvyTek Finance solicitation feature.    Quickly create, name and store your own custom letters that can be selected and printed on call for any  customer.  Or we make it easy for you to export your database for use with today's most popular word  processing programs

Ledger Cards

 IvyTek Finance can be used as a ledger-less system or you can chose to print customer ledger cards.

Reports

 Generate a full suite of vital reports that can provide details on activities for any day or for any period  between two dates.

Call or E-mail today for more information.  Contact us