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Year in Review

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
Portfolio Sales

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.