Portfolio Management System

Tamarack Trail Mix: Customer Sync in Solifi’s Originations and Portfolio Management Systems Posted by Tamarack in Perspectives on 6/22/2023 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. Read More

Tamarack Trail Mix: Correcting Payments via Contract Maintenance Posted by Tamarack in Perspectives on 8/23/2022 In this month’s Trail Mix, we would like to share new functionality in Solifi’s Portfolio Management System (InfoLease10). Users can now process correcting payments via the Payment History tab within Contract Maintenance. Read More

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