Origination
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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Fortunately, modern technology stacks present equipment finance entrepreneurs with a very attractive alternative that completely avoids the CapEx investment analysis.
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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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Tamarack Technology, Inc., and Missouri-based Vision Commerce, a Constellation Financial Software company, have formed a strategic partnership to help equipment finance companies and brokers make better use of the data generated by their business to elevate competitive advantages and expand customer offering through digital transformation.
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The challenges of early 2020 have come full circle in 2023. The boon of originations over the past 30 months combined with rapidly increasing interest rates and a looming recession have made 2023 the Year of the Portfolio.
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 On February 15, I shared insights with members of the American Association of Commercial Finance Brokers (AACFB) on how to “Get ahead with data.” AACFB’s Monica Harper hosted Allen Jones of Copernicus and me for a discussion regarding data-centric technologies that can help brokers improve operations, grow faster, and transform into companies with broader offerings.
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