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Year in Review

Posted January 3rd, 2018 by in App Review, News, Salesforce Apps, Salesforce Best Practices

Happy New Year! This month, we reflect back on 2017 and recap previous articles for those who might have missed them.

Salesforce Lending Apps & Best Practices

Online Applications
Bank Statement Imports
Risk Rating & Scorecards
Approval Processes
Document Checklists
Syndications
Portfolio Sales
Collections

Salesforce Infrastructure Best Practices

Lightning UI
Files vs. Notes & Attachments
Document Storage & Retrieval
Automated Communication
Backup & Recovery

2017 Highlights

Tamarack’s Lease & Loan originator is listed with a number of other great leasing and lending applications in this year’s ELFA 2017 Software Guide. This is an invaluable tool for companies looking to make major technology investments.

Mintaka Financial won the 2017 ELFA Operations & Technology Excellence award. They were able to leverage the Tamarack Salesforce Lease & Loan Accelerator to build a fully integrated solution with the broker affiliates.

App Review: Scorecard Apps

Posted August 2nd, 2017 by in App Review

Blog_AppReview Scorecard Apps

A credit scorecard is an effective way to create objective measures of your applications. There are a variety of applications that can be used to create a scorecard. You can create a native scorecard using native Salesforce tools such as Process Builder. If you’re in need of a more robust scoring model, one that uses historical portfolio performance to return a score, there are a few options that should be considered:

•Orion’s SAIPH score which has a native app to Salesforce.com.
•Tamarack’s native PayNet for Salesforce app if you only need to pull PayNet reports.
•Tamarack also has a very simple “App” that allows you to pull attributes from anywhere on the Deal, Borrower, or PG and include those attributes in the Scorecard. It’s 100% configurable in terms of the values and weights that are applied.