Underwriting

Three Ways to Use Margin Analysis to Make More Money with AI Posted by Scott Nelson in Perspectives on 12/2/2025 The news beat on AI continues as, “You must have it!” But now we also hear “companies are struggling with AI” too. One recent survey found that 71% of CFOs are "flying blind" and struggling to monetize AI. Initiatives built around a disruptive technology like AI are always challenging because both the technology and its applications are unfamiliar. In the case of AI they can also be abstract. “Work smarter not harder” is a great tagline, but “smarter” is hard to measure without standardized testing. Read More

Fear Not: The Only Way to Fail with Technology is to Do Nothing (Monitor) Posted by Tamarack in Tamarack News and Updates on 10/3/2023 Monitor checked in with four technology leaders to learn more about how AI is impacting the industry and which technology is table stakes today. They also share one vital message for equipment finance leaders. Read More

“Moneyball Moments” in Equipment Finance Posted by Scott Nelson & Tim Appleget in Perspectives on 3/7/2023 Billy Bean and Paul DePodesta changed baseball forever by trading a human judgment-led approach for a data-based strategy that propelled the Oakland A’s to a 20-game winning streak. Scott Nelson and Tim Appleget from Tamarack Technology explore the ‘Moneyball Moments’ available to equipment finance through the use of data and analytics. Read More

Three Ways Data Can Assure the Transition from Broker to Lessor Posted by Scott Nelson in Perspectives on 12/27/2022 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. Read More

Dark Data Empowers Brokers to Be Better, Faster Matchmakers Posted by Scott Nelson in Perspectives on 5/5/2022 The Amazon Prime television show “The Marvelous Mrs. Maisel” recently re-introduced me to concept of matchmakers. The show’s plotline begins with Mrs. Maisel’s mother, Rose, launching a business as a New York City matchmaker. This intrigued me because the challenges she faced seemed very much like those I have come to understand working with and around brokers in equipment finance. Read More

Prediction – The Next Stage in Equipment Finance Automation Posted by Scott Nelson in Perspectives on 2/8/2022 Automation has been a principal pursuit of business ever since Henry Ford implemented the first assembly line in 1913 and reduced the Model T assembly time from 12 hours to 93 minutes. Twenty-five years later, during World War II, increased demand for military equipment brought mechanization to production lines enabling higher speeds, fewer errors and more efficient use of raw materials. Read More