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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One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.

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The old adage– “How do you eat an elephant? One bite at a time” might seem out of context today, but the modern-day version, attributed to Bishop Desmond Tutu, conveyed a philosophy about how to change culture and socio-economic systems.

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Solifi Originations system (formerly known as Rapport or ROS) provides users with the ability to customize their experiences. In this Trail Mix installment, we look at how to tailor Originations preferences to suit individual needs.

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AI is making employees more productive, companies more competitive, and once again bringing the counterintuitive reality of Jevons Paradox into view.

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