Our organization is in the process of implementing Fundingo. I don't have experience with IvyTek; but in comparison to other loan origination platforms, the choice to go with Fundingo was highly influenced by the fact that it is a Salesforce-based application, it offers the flexibility to add additional modules as needed, and the team provided high-touch client service. We've not begun using it yet, but the experience has been good thus far. It's also my understanding that Fundingo is particularly interested in expanding its reach among CDFIs, so it's probably worth a conversation.
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Ariana Miller
African American Alliance of CDFI CEOs
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Original Message:
Sent: 04-22-2024 09:21 AM
From: Joy Garvin
Subject: Fundingo Vs IvyTek
I am a little late to this conversation but would appear that a lot of CDFI's are in the market for a new software. Our organization is considering this and would love to hear more conversation around what people are finding, their experiences and any feedback (good or bad). We are looking for something that interacts with Salesforce and potentially Workday, can be flexible around funding sources and has a good construction management component.
Would love to see a recurring discussion around technology.
Thanks!
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Joy Garvin
Direction of Lending Operations
Enterprise Community Loan Fund, Inc.
Columbia MD
Original Message:
Sent: 12-13-2022 12:07 PM
From: Jacob Sault
Subject: Fundingo Vs IvyTek
Bridgeway Capital is exploring these two Salesforce-driven enterprise systems for loan origination and servicing. We have seen their demonstrations of the software, but we would be very interested in having conversations with any CDFI's who are actively using either of these platforms. Does anyone have experience they are willing to share?
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Jacob M. Sault, CPA
Controller
Bridgeway Capital, Inc.
Pittsburgh PA
jsault@bridgewaycapital.org
(412) 201-2450 x111
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