AMCalc
The Loan Payment Schedule Generator for Salesforce
By 3 Creeks Technologies LLCDocument Generation
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $750 per company per month
- Listed since
- 2021
About AMCalc
Fast, flexible & accurate loan schedules & more directly in Salesforce!
Are your loan officers creating mortgage schedules outside of Salesforce? Using error-prone spreadsheet macros to create amortization tables? Still emailing loan payment schedules around your company for approval?
Creating loan schedules doesn't have to be stressful or time consuming. If your lending approval flow is in Salesforce, why isn't your loan schedule generation also? Bring all of your loan processing together within Salesforce with AMCalc.
In today's lending environment, you need to be agile to compete. Loan officers need to be able to create multiple loan scenarios for an individual customer quickly & accurately. Underwriters need loan agreements & schedules at their finger tips on a moment's notice. Customers expect lenders to leverage the power of the Internet to make their loan approval streamlined & easy.
AMCalc adds flexibility & speed to your lending business flow by providing the tools that you need to accelerate the loan approval process. Coupled with the Salesforce platform, AMCalc lets even small lenders compete with big lenders with big IT budgets.
START YOUR FREE TRIAL TODAY BY CLICKING THE Get It Now BUTTON!
Highlights
- HANDLES MORE LOAN TYPES: • Fixed Payment • Adjustable/Variable • Interest Only • Balloon/Bullet • Straight Line • Scheduled lumpsum payment with recasting ...MORE PAYMENT FREQUENCIES • Weekly, Biweekly, Monthly, Bimonthly, Quarterly, Semiannual, Annually
- AMCalc IS MORE THAN JUST A LOAN SCHEDULE GENERATOR! • It is packed with analytical & other tools to turbo charge your loan processing & loan servicing • Designed to easily integrate with any loan application workflow & automated billing systems.
- USE SALESFORCE DIGITAL EXPERIENCES WITH AMCalc FOR LEAD CAPTURE & COMMUNITY OUTREACH • Easy deploy, just drag and drop! • Create multiple calculators to showcase all your offerings • Use it to capture leads...AMCalc handles the workflow for you!
- EASILY COMPARE SCHEDULES FOR BETTER LENDING DECISIONS • The AMCalc comparison tool allows you to compare schedules side-by-side with a click of the mouse • Use the comparison tool to help determine how different loan terms impact pay back rates & more!
- EASY INTEGRATION WITH PAYMENT & BILLING SYSTEMS • If you do billing in Salesforce, AMCalc can feed payment information to your billing system • All of the billing details are accessible from AMCalc schedules
- GET LOAN SCHEDULES INTO THE HANDS OF CUSTOMERS & PROSPECTS FASTER • Customizable email templates allow users to email schedules to customers & prospects quickly & with consistent messaging • Schedules are attached securely to emails as PDF documents
- CENTRALIZED INTEREST RATE MANAGEMENT INCLUDED • Update the most current rate in one spot, use it everywhere • Users no longer need to look up percentage rates to use in calculations • As rates are updated, historical rates are automatically archived
- EXTEND THE POWERFUL AMCalc CALCULATOR ENGINE BEYOND SALESFORCE • The included AMCalc web service API allows you to create loan schedules outside of Salesforce • Use it to standardize your loan schedule creation across your entire organization
- PLUS MUCH MORE! • Run "What If" scenarios • Visualize payback with AMCalc charts • Schedule Export • Use with any Salesforce standard or custom object • Replicate schedules with loan term copy & paste • Lump sum pay-off tools • 70+ reports included
Screenshots

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Pricing
Paid, from $750 per company per month.
| Plan | Price | Billed |
|---|---|---|
| AMCalc | $750 per company | Monthly |
| AMCalc | $8,000 per company | Yearly |
Choose the yearly subscription and save 10% off of the monthly price!
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Government Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on November 30, 2020
- Industries
- Engineering, Construction, & Real Estate
- Financial Services
- Nonprofit
- Languages
- English
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