Originations

Tamarack Trail Mix: Exposure Calculation Changes in Solifi’s Portfolio Management Posted by Tamarack in Perspectives on 9/20/2023 For this Trail Mix installment, we outline how to calculate customer exposure in Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease). Read More

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

Tech Should Be an OpEx Posted by Scott Nelson in Perspectives on 6/7/2023 Fortunately, modern technology stacks present equipment finance entrepreneurs with a very attractive alternative that completely avoids the CapEx investment analysis. Read More

Why 2023 Will Be the Year of the Portfolio Posted by Scott Nelson & Tim Appleget in Perspectives on 2/22/2023 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. Read More

Tamarack Trail Mix: Customizing user preferences in Solifi Originations (formerly Rapport) Posted by Tamarack in Perspectives on 10/25/2022 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. Read More

Equipment Finance at a Turning Point: Create Standards or Stall Posted by Scott Nelson in Perspectives on 9/19/2022 A combination of new demand and new competitors has brought equipment finance to a turning point where business-as-usual is no longer an effective approach and the risk of stalling out is a real probability. Read More