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 with AMCalc!
Create virtually any type of loan schedule more consistently & accurately using AMCalc. Plus, AMCalc does not just generate loan payment schedules. It also includes the tools that you need to accelerate your loan processing and servicing.
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 tools makes your loan processing even more efficient and flexible
Add AMCalc calculators to Salesforce Digital Experiences web pages
• Easily deploy as many calculators as needed to showcase all of your product offerings on-line
• Calculators are fully configurable
• AMCalc collect the Lead information along with all of the loan information requested
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
Users no longer have to worry about the complexities of adjustable loan schedules
• Simply pick from pre-defined adjustable loan definitions to generate adjustable loan schedules
• Rate caps and rate floors are supported
• Recasting happens automatically and everything is captured in recast history reports
• Easily generate worst-case rate adjustment scenarios
AMCalc Graphing
One-Click Graph Generation!
• Graph cumulative principle and interest paid, and loan pay-down rates for any loan schedule
• Visualize the differences between multiple schedules at once in a single, easy to read graph
Centralized interest rate and index management
• Current rates are input in one place and used every where
• Calculator users just select which interest rate to use and the current rate is inserted into calculations
• As rates change, historical rates are automatically saved for reporting purposes
Web Service API
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
Integrate With Payment Processing Systems
Map your Salesforce payment system to AMCalc schedules to send it loan payment information
• Payment information is sent automatically to your payment system based on parameters you set
• Payment details are accessible directly from AMCalc schedules