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TAMARACK PRODUCTS
Salesforce Apps
salesforce
Think of the Salesforce Platform similar to your Android or IOS phones. We all have similar platforms, however we utilize a vast marketplace for downloading “apps” we utilize for our lives. The Salesforce platform is similar but for business applications. Below is a list of “Apps” developed by Tamarack to streamline Loan/Lease origination on Salesforce.

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PAYNET FOR SALESFORCE

PayNet is the leading provider of credit ratings on small businesses. Pull Credit History Reports from your Account or Contact within Salesforce.

PLAID FOR SALESFORCE

Clean, context-rich bank transaction data you can use. View bank and credit card statement details right within Salesforce.

UCC FOR SALESFORCE

Search what UCCs exist for your Accounts. File, Update, Upload, and Perfect UCCs via our CSC integration within Salesforce.

ASPIRE FOR SALESFORCE

Are you using Salesforce for the early stages of your lease or loan? If you’re using Lease Team’s Aspire for later stages of the deal, you can book right within Salesforce.

RAPPORT & INFOLEASE FOR SALESFORCE

Book leases, update customers, make online payments, and more from Salesforce. These and many other transactions are available in our robust Salesforce integration.

TURBOLEASE FOR SALESFORCE

Use Salesforce for your Lease Origination and book right into Better Program’s TurboLease for servicing.

LEXISNEXIS RISKVIEW FOR SALESFORCE

Get additional borrower information using our integration to LexisNexis RiskView.

CHECKLISTS FOR SALESFORCE

This configurable workflow tool will ensure certain tasks get done. Drag and Drop documents and audit capabilities. Our clients use this for document checklists, credit analysis checklists, pre-funding checklists.

PAYMENT CALCULATOR FOR SALESFORCE

Do basic loan pricing based on simple parameters such as funding amount, payment timing, payment frequency, interest rate, and balloon amount.

SALES & USE TAX FOR SALESFORCE

Make real-time requests for the current Sales & Use tax rates directly into Salesforce based on the equipment or borrower address.

SYNDICATION FOR SALESFORCE

Submit deals to your funding source with a click of a button. Tamarack has integrations with several lenders. Ask if yours is supported. If they are not today, we can add them.

FINANCIAL SPREADING FOR SALESFORCE

Import and spread of your borrower's financial statements right within Salesforce. You can create custom ratios and comments for each element.

SCORECARD FOR SALESFORCE

Use any field captured in Salesforce in a custom scorecard. This can run automatically or manually via simple button click.

Salesforce Apps
Salesforce Lease/Loan Accelerator
salesforce
Tamarack has worked with over 30 Leasing and Lending Salesforce clients to develop the Tamarack Lease Loan Origination Accelerator. This framework includes leading AppExchange apps, Tamarack custom Apps, and a pre-configured workflow to take a Lease or Loan from credit application through funding. This allows you to rapidly and cost effectively implement an origination solution on Salesforce.com.

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PRICING

Utilize our pricing calculator to create basic quote options. If a more sophisticated pricing engine is needed, we can integrate with SuperTRUMP or T-Value.

ORIGINATION

Provide a simple, streamlined application entry process for getting deals into Salesforce.

CREDIT

Import Financial Statements, Pull Personal Credit Bureaus, Business Credit Reports, Exposure Calculations, Analyze Bank Statements, Run a Scorecard right within Salesforce.

DOCUMENT GENERATION

Generate loan and lease documents utilizing the data entered into Salesforce. Distribute these manually or electronically via any of the major electronic signature providers. Manage your documents via checklists and utilize Cloud based document management solutions.

FUNDING

Whether you’re syndicating the deal to a funding source or booking it right to your servicing system, do this via an integrated solution. Tamarack has integrations to many of the major servicing systems as well as we integrate to a few of the funding source providers.

COLLECTIONS

Do you need a system to process delinquent payments, schedule follow-ups, run reports and alerts? The Tamarack Lease/Loan Accelerator is also used for collection activities.

Salesforce Lease/Loan Accelerator
Portal Accelerators

Your customer’s journey through the lease/loan lifecycle has become an expectation between borrowers and partners. In their personal lives, they have the conveniences of doing what they want, when they want to, on any device. Let Tamarack help you define this user experience – we have the designers and developers to create an amazing customer journey. Our Portal Accelerators are pre-built portals for the Equipment Finance and Commercial Lending industries. Out of the box they include capabilities to price, structure deals, create credit applications, get application status, and several customer self-service options. Leverage our Portal Accelerators as a starting point to fast track your solution.

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    DASHBOARD

    Allow users to get their data when they want it. Set-up access to Dashboards with drill down capabilities. Users can also output this data to Microsoft Excel or text format so they have the raw data when needed.

    QUOTE

    Let your borrowers and partners do the driving. They figure out the structure and payments that work for them. Users can calculate a payment amount based on basic inputs. Want to get a little more sophisticated? Customize the experience by creating skip and step payments.

    ONLINE APPLICATION

    Is your online application antiquated? Time for an upgrade! Drive more business with an enhanced interactive experience. Allow your brokers, vendors, and borrowers to apply from any device, any time.

    DOCUMENT TRANSMISION

    What do you need to quickly and thoroughly approve the deal? Be pro-active in communicating what you need to get the deal done. Our document checklist feature enables borrowers, brokers, or vendors to drag and drop files right into the portal.

    CONTRACT MANAGEMENT

    Borrowers and vendors are starting to demand the services they get from their personal bank experience. Empower them with self service capabilities such as early buyout quotes, remaining balance, and payment history.

    ONLINE PAYMENTS

    Enhance customer satisfaction, create internal efficiencies, and increase cashflow by implementing systems to allow your customers to make online payments.

    STATUS NOTIFICATIONS

    Communicate proactively. Notify your brokers, vendors, and/or borrowers as soon as a deal is approved or any other time during the lifecycle of the deal.

    Portal Accelerators