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Northteq
701 N 3rd St. LL001
Minneapolis, MN 55401

Main Phone: 888-337-0473
Web Site: www.northteq.com

LinkedIn: company page on LinkedIn
Facebook: company profile on Facebook




Contacts
Kristian Dolan, CLFP  |  CEO & Founder
phone: 612-483-1210
e-mail: kdolan@northteq.com


Greg Clark  |  Director of Business Development
phone: 512-925-6939
e-mail: gclark@northteq.com

Company Information
Company Type: 
  • Consultants
  • Professional Services
  • Software
In Business Since: 2020
Geographic Coverage: 
  • National
  • Canada
Association Memberships: 
  • Equipment Leasing & Finance Association
  • National Equipment Finance Association

Profile
Northteq develops portals and loan origination software for the equipment finance and commercial lending industries. Through partnerships with numerous FinTech and lending service providers, Northteq brings innovative solutions that simplify and automate the loan origination process, enabling clients to achieve a fully automated and integrated experience in Salesforce.com. In addition, Northteq provides Salesforce.com consulting and support services, and recently created a vendor/broker portal to help lenders achieve a "storefront" for their financial products to sell directly to borrowers or through partner networks. Northteq’s industry leading products include:

  • Aurora Vendor/Broker Portal – An intuitive, self-service portal for vendors that offers immediate quotes, typeless apps, auto-decisioning, document management, reporting, notifications among other features.

  • Business Identity Direct – Integrates Middesk, which automates validations against the Secretary of State, validates the federal tax id, checks against the OFAC lists, and aggregates address and officer information into Salesforce.

  • Checklist Direct – Checklists are a simple yet powerful way to ensure processes and consistency with your processes. Checklist Direct creates a simple web portal that enables Partners (Vendors & Brokers), Borrowers, and internal staff to all be on the same page and greatly reduces the emails that go back and forth. Checklist Direct for Salesforce.com will transform how you interact with your partners and customers.

  • Credit Bureau Direct – Allows you to pull Experian, Equifax, or TransUnion reports directly within Salesforce. Credit Bureau Direct can do soft or hard pulls, and it can be fully automated and incorporated into your Scorecard.

  • OFAC Direct – Provides the ability to perform an OFAC SDN search for companies and individuals directly within Salesforce.

  • PayNet Direct – Allows you to pull PayNet Credit History reports directly within Salesforce. Also fully integrates with nCino’s Bank Operating System. PayNet reports can be fully automated and incorporated into your credit scorecard.

  • Syndication Direct – Allows you to submit a deal from your Salesforce instance to another lender. Great for brokers or lenders/leasers who have a deal that falls outside your scope of services. Create efficiencies by having a "one-click" syndication solution.

  • TValue Direct – Integrates TValue, the industry standard for calculating equipment leases and loans, with Salesforce. TValue Direct enables your sales team to create dynamic proposals, an allows your document team to reprice deals seamlessly.

  • UCC Direct – Fill UCC1 and UCC3 within Salesforce.com. Also performs UCC searches, ensuring UCCs are filed timely and accurately.

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