For this Trail Mix installment, we outline how to calculate customer exposure in Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease).

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Protecting data is a key priority of all organizations. Portfolio Management provides the ability to safeguard/mask data fields as well to create user-defined fields and designate them as safeguarded/maskable.

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Solifi Portfolio Management – ILS provides flexible capabilities when disposing of inventory. Whether you need to perform complete or partial contracts, ILS provides options.

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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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When we wrote our article, Why 2023 'Will Be the Year of the Portfolio,' we weren’t thinking that there would need to be a sequel written any time soon. But thanks to all the other surprises from the Silicon Valley Bank failure – a case study of a 2023 portfolio disaster – it made sense to continue the discussion.

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