Loan Sphere LMS (v1)
Manage loans, treasury, repayments, investors, borrowers, and financial statements in Salesforce Platform.
Agro Business PTY LTDPaid
iiCredit
by Triple Mesa LLCSalesforcePaid
Manages CDFI loans, investors, development accounts, technical assistance, invoicing, statements, and reporting in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
iiCredit brings CDFI program work into Salesforce Platform, covering borrowers and loans, investors and investments, individual development accounts, and technical assistance. It manages loan and investor portfolios from development through repayment and automates invoices and statements. The application connects with QuickBooks, CBA's Metro2 Reporting, Gmail, Outlook, and Microsoft Office. It also provides digital document storage, enterprise social collaboration, and reporting for program activities and outcomes.
Key capabilities
from the Salesforce AppExchange listingLoan portfolio management
Manages loan portfolios from development through repayment.
Investor management
Manages investors, investments, and investor portfolios.
CDFI program management
Supports individual development accounts and technical assistance activities.
Invoicing and statements
Automates invoicing and statement workflows.
Reporting
Builds reports for sharing program activities and outcomes.
Business integrations
Connects with QuickBooks, CBA's Metro2 Reporting, Gmail, Outlook, and Microsoft Office.
Document collaboration
Provides enterprise social collaboration and digital document storage.
How it compares
iiCredit combines CDFI program activities, including individual development accounts and technical assistance, with borrower, loan, investor, and investment management. Loan Sphere LMS (v1) focuses on loan management for niche market lenders, while IvyTek Finance: Loan Origination and Servicing focuses on loan origination and servicing with customizable dashboards, reports, and automated workflows.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Loan Sphere LMS (v1) | Paid | Cloud | |
| IvyTek Finance: Loan Origination and Servicing | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Integrate and access all CDFI program activities in one application. Manage borrowers and loans, investors and investments as well as individual development accounts. Track technical assistance. Automate invoicing and statements. Easily build reports that make it easier to share results. This transformational …»