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IvyTek
IvyTek is a fintech provider offering end-to-end loan management, origination, and servicing solutions built on the Salesforce platform. They specialize in customizable software for CDFIs, non-profits, and commercial lenders.
- Headquarters
- St. Johns, FL
- Founded
- 1992
- Employees
- 11-50
- Funding
- Self-funded
- Last researched
- Jul 21, 2026
Products
- IvyTek FinancePrimary
A cloud-based loan management system built on Salesforce that handles the entire lending cycle from origination to servicing and reporting.
Individual IdentityTool2 of 6 capability facts - IvyTek End-to-End Loan Management
A unified platform combining origination, servicing, and collections to manage the complete lifecycle of a borrower.
Fraud PreventionTool1 of 2 capability facts - IvyTek Loan Origination
Streamlined loan origination software featuring instant quotes, customizable workflows, and integrated document management.
Credit UnderwritingTool - IvyTek Loan Servicing
Flexible loan servicing solution that allows lenders to manage multiple loan products, terms, and customer needs.
CollectionsTool1 of 3 capability facts - IvyTek Treasury Management
Decision-support and reporting tool that consolidates lending data into actionable dashboards and comprehensive reports.
Workflow & AutomationTool2 of 4 capability facts
Capability coverage· 6 of 15 facts across 6 controls across 5 products
- AML & KYC Compliance1 of 2
- Case Management & Investigation1 of 2
- Fraud Prevention1 of 2
- Regulatory Reporting1 of 2
- Repayment & Resolution1 of 3
- Identity Establishment1 of 4