The Loan Payment Schedule Generator for Salesforce
Are your loan officers still creating mortgage schedules outside of Salesforce? Using error-prone spreadsheet macros to create amortization tables? Still emailing payment schedules around your company for approval?
If your loan application and lending workflow is in Salesforce, why isn’t your loan payment schedule generation also?
Generate loan payment schedules faster & more reliably directly in Salesforce where your customer data is.
The AMCalc package is the loan payment schedule generator with the ease of use, flexibility, & tools you need to accelerate your loan processing! Create virtually any type of loan schedule more consistently & accurately using AMCalc.
Just drag and drop the calculator onto a Salesforce page to get up and running
Fixed Payment
Adjustable/Variable
Interest Only
Balloon Payments
Fixed Principal Reduction
Straight Line
Works with nearly any Salesforce version including Salesforce FSC (Financial Services Cloud) and Salesforce Person Accounts
Integrates with any Salesforce standard or custom object
Weekly
Biweekly
Monthly
Bimonthly
Quarterly
Semiannual
Annual
Want to learn more or schedule a demo? Email us at info@3creekstech.com
Or
Visit the AMCalc listing on the Salesforce AppExchange to see a demo, test drive AMCalc yourself, get documentation, and more!
Supports More Loan Types
Supports More Payment Frequencies
Plus…
AMCalc simplifies the generation of adjustable rate / variable rate loan schedules in version 2.0.
Initial period length…adjustment frequency…index…margin…caps? There are so many combinations and permutations that loan officers need to navigate when working with borrowers on adjustable loans.
With AMCalc 2.0, your users do not have to remember the multitude of attributes that make up adjustable loans. Simply build and save adjustable loan definitions with the terms you offer the most, and then loan officers select one of the definitions to build their adjustable loan schedule. Now AMCalc users can create adjustable rate loan schedules in seconds with just a few clicks of the mouse.
It has never been easier to generate sophisticated variable rate schedules for any level of user from advanced to beginner!
Features include:
Choose from any combination of common initial period and adjustment period lengths
Set the initial interest rate and index to use in the adjustable loan definition and forget it… schedules will use the up to date rates in calculations
Configurable initial rate cap, periodic rate cap, and lifetime rate cap
Configurable initial rate floor, periodic rate floor, and lifetime rate floor
Generate worst-case scenario rate adjustment schedules with a click of the mouse
Automatic recast processing…when adjustment periods are due, AMCalc recalculates interest and payments for you. AMCalc tracks it all, so you know exactly what happened and when.
Plus much more!
Visit the AMCalc listing on the Salesforce AppExchange and click the Test Drive button to try AMCalc 2.0 yourself!
AMCalc also comes packed with tools to make your loan processing even more efficient and flexible
Add AMCalc calculators to Salesforce Digital Experiences web pages
Use multiple calculators to showcase all of your product offerings on-line
Calculators are fully configurable
Collect Lead contact information
Workflow is built-in…AMCalc captures all lead information and sends it to your team for follow-up
The Schedule Compare tool allows you to compare up to six schedules side-by-side
AMCalc performs all calculations in seconds with only a few clicks
The Schedule Compare tool allows you to instantly see which loan terms fits your goals the best
Adjustable Loans are recast automatically
Recalculates interest and payments as adjustment periods become due
The AMCalc recast component runs in a Salesforce Flow so additional tasks and logic can be easily added before or after it
Automatically adjusts rates according to configurable rate caps and floors
All calculations and schedule updates performed are automatically captured in recast history reports
Extend the power of the AMCalc schedule generator engine beyond Salesforce
Use the included REST web service API to generate and save loan schedules from systems outside of Salesforce
Get started by downloading the AMCalc Web Service Developer Guide from the AppExchange
Centralized interest rate and index management
Current rates are input in one place and used every where
Calculator users just select an interest rate to use and the current rate is inserted into calculations
As rates change, historical rates are automatically saved for reporting purposes
Lead Capture Workflow
AMCalc Web Service API
Interest & Index Rate Management
Automated Recasting
Schedule Compare
Plus Even More Tools:
Customizable Email Templates - allows users to send loan schedules to prospects and customers quickly, securely, and with consistent messaging
Schedule Export - quickly and accurately load payment information into payment processing systems or into templates for customer presentations
Loan Term Copy and Paste - Replicate schedules across records or generate similar loans schedules for comparison purposes
Early Loan Pay-off Support - Calculate lumpsum pay-offs and model early pay-off scenarios