Trail Mix
Customer record changes in Solifi’s Originations and Portfolio Management systems are designed to automatically synchronize on a real-time basis. However, there are times when the customer records in Originations do not synchronize regularly as they are saved.
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Looking for greater control and flexibility of user-defined fields in Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease)? Would your business workflows improve by having your unique data incorporated into various pages within the user interface?
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We all have goals of projects coming in on time and under budget, and while there is no secret recipe for that, these key concepts, when embraced and fully supported, will set you up for success.
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For this Trail Mix installment, we are sharing a number of knowledge tidbits for users of Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease).
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Recently, we helped several customers update their systems to be compliant with 80% Bonus Depreciation regulations that went into effect on January 1, 2023.
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The Check Inquiry and Unapplied Suspense Balance modules within Solifi’s Lease and Loan Portfolio Management Software now provide visibility into the history of a transaction. This allows customer service team members to trace transactions with greater ease within the software application.
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