LEASEPATH BY SOLIFI

End-to-end lease and loan management platform purpose-built for the mid-market

Leasepath solutions are designed to work together to create a unified experience and an all-in-one platform that connects your entire finance organization.

Your needs are unique. The Leasepath by Solifi platform adapts to your specific processes, ensuring visibility, speed, and confidence for front-end sales, back-end operations, and the entire origination to funding process.

Built entirely on Microsoft Dynamics CRM

Leasepath by Solifi is built on Microsoft Dynamics and delivers pre-built automation with Microsoft Power Platform. You get easy access to your data, seamless workflow between teams, and all the tools you need to grow. From pricing tools and amortization calculators, to asset management, and integrations with credit bureaus, you can focus on business instead of getting bogged down in business processes.

Industry leaders rely on Solifi

Brokers, banks, independent finance firms, and captive finance organizations use our technology to manage their most critical financing processes. Our scalable platform unlocks the potential of mid-market organizations and fast-growing businesses.

Originate

Streamline your origination process, accelerate growth.

Power up your front-office operations with Leasepath Originate. Automate every step from lead generation to deal closing. Accelerate approvals, reduce errors, and empower your team to perform at its best.

Tired of chasing down approvals and manual tasks?

Leasepath Originate streamlines your workflow and automates repetitive work. From automatic generation of accurate, compliant document packages, to real time analytics and reporting, your team can focus on what matters most – closing deals and delivering exceptional customer experiences.

From application to approval, simplified.

Centralize all lead and customer information within Microsoft Dynamics to create a single source of truth. Track and manage opportunities efficiently through intuitive dashboards and detailed account insights.

Simplify application intake with automated workflows and checklist-driven consistency, ensuring every required detail is captured and processed seamlessly.

Configure finance terms, rate factors, fees, and commissions with built-in tools that ensure every deal aligns with credit policy and profitability goals.

Automate quote creation and management to shorten cycle times. Generate, adjust, and send professional quotes instantly to drive faster deal acceptance.

Integrate risk assessments and credit data from external sources for faster, more accurate decisions. Multi-tier underwriting and scorecards support confident approvals.

Accelerate documentation with automated MS Word templates that adapt to each deal. Ensure accuracy and compliance while enabling seamless e-signature completion.

Streamline disbursement management with complete transparency and ERP integration. Track and verify payments with clarity to finalize deals efficiently.

Customer service excellence starts here. Leasepath Originate supports the complete origination lifecycle – from marketing through funding – within one unified platform.

Seamless data access, connected workflows, and Microsoft Dynamics 365 integration empower your intelligent workplace today.

Power Portal

Revolutionize relationships.

Leasepath Power Portal by Solifi is your gateway to seamless and secure connections with brokers, dealers, vendors, and customers.

Simplify self-service, eliminate inefficiencies, and empower your partners with intuitive tools for lease and loan applications and servicing. Leasepath Power Portal is available exclusively to Leasepath users. 

Faster funding, accelerate speed to capital.

Extend the power of Originate and Enterprise with a dynamic, self-service portal that accelerates funding, enhances visibility, and improves customer satisfaction. Remove communication bottlenecks with secure, real-time data like payoff quotes, and transaction history. Free your teams to focus on faster funding and stronger service delivery.

Confident deals, faster approvals.

Empower vendors and dealers to self-originate deals with built-in rate cards and program integrations, streamlining approvals and moving contracts from quote to funding in less time. Power Portal unites all participants in equipment finance creating a transparent, connected experience for every stakeholder.

For Brokers

Move deals faster with AI-powered efficiency.

Stop wasting time on manual processes – Leasepath Power Portal lets brokers submit, track, and manage deals seamlessly in one secure workspace.

Accelerate application entry with intelligent automation that captures data quickly and accurately.

Monitor every application as it moves through Leasepath Originate for complete visibility.

Access lease details, payment schedules, and history within a centralized, protected environment.

Collaborate easily with lenders, vendors, and customers on one connected platform.

View real-time asset depreciation, lease schedules, and performance metrics.

For Vendors

More than just a portal – A complete relationship management tool

Enable channel partners to submit deals, track progress, and manage portfolios with a seamless, connected experience.

Deliver a branded interface for a consistent partner experience.

Quickly create, edit, and download quotes tied to rate card configurations.

Gain instant visibility into deal status and updates.

Manage vendor relationships and track pipeline activity by rep or region.

Resolve questions instantly through integrated communication tools.

Stay organized with checklists and secure document sharing.

Access special programs and rate cards for confident deal origination.

For Customers

Self-Service Access for a Seamless Customer Experience.

Empower customers with on-demand access to their accounts, reducing manual inquiries and improving satisfaction.

View active contracts, payment history, and asset details anytime.

Generate payoff quotes, request early termination, and track inquiries instantly.

Set up one-time or recurring payments securely through Stripe™.

Raise and monitor support cases directly within the portal.

Automate applications and document handling to minimize errors.

Enterprise

The complete platform for the mid-market.

Leasepath Enterprise is the all-in-one platform built for mid-market equipment finance companies. Connect front- and back-office operations. Eliminate the risks and inefficiencies of multiple systems. Deliver a seamless experience from initial contact to contract servicing.

Delight customers. Deliver service excellence.

Leasepath Enterprise elevates customer service with real-time collaboration and workflow automation. Teams provide faster, more accurate support. Exceptional service + consistent communication + visibility into every step of the equipment finance process means no customer is left behind.

Eliminate disconnected systems.

Leasepath Enterprise delivers complete visibility across the lease management cycle. It automates manual tasks, simplifies data and document management, and provides real-time reporting to accelerate processes and boost efficiency.

Automate, don’t accumulate.

Built-in automation with Microsoft Dynamics and Power Portal eliminates repetitive tasks while ensuring your processes are repeatable, predictable, and scalable. Empower your teams while delivering an unparalleled experience for your customers.

Unify your operations. Elevate your customer service.

Automated booking from origination sources removes rekeying and manual input. Targeted workflows guide users through prebooking validation, ensuring speed and accuracy.

Set up progress payments and interim rent before final booking. Configure schedules or lump payments and modify them as deliveries progress. Entries automatically accrue to the correct assets and accounts.

Comprehensive subledger accounting captures and audits every GL entry. Configure events by product or portfolio to manage any lease or loan precisely and flexibly.

Set and automate invoicing schedules, reminders, and digital delivery. Accept bulk or one-time payments, auto-reconcile with bank feeds, and view exceptions through automated queues.

Track financials across multi-asset contracts with ease. Access complete asset details through an integrated catalog to maintain accuracy during mid-term modifications.

Use dynamic settings to automatically flag contracts for collection. Manage repayment plans, non-accruals, and repossessions with full tracking to maintain accuracy and compliance.

Automate insurance management with carrier interfaces, coverage validation, and dashboard alerts. Manage charges automatically and turn insurance into a revenue generator.

Filter portfolios to find eligible contracts, set rates, and manage servicing and residuals. Leasepath automates accounting and transfers between books for effortless securitization.

Create, move, and monitor portfolios dynamically. Track performance through dashboards and BI visualizations for stronger oversight and reporting.

Customer and vendor relationships are top priority for Oakmont, and Leasepath allows us to achieve our goal of making internal processes smarter and more efficient, enhancing the entire finance experience.

– Daryn Lecy, Chief Operating Officer, Oakmont Capital Services

Leasepath has transformed our servicing operations and enabled us to deliver faster, better, and more efficient service to our customers.

– Melissa Riggs, Chief Operating Officer, RayTech

Leasepath has given us a competitive edge by allowing us to manage our entire portfolio on one system that is easy to use, reliable, and scalable.

– Lorelle Tonna, Senior Technical Project Manager, Aspire42

Ready to unleash your potential?

Contact us to arrange a demo, answer questions, and talk about how Leasepath by Solifi can help guard, guide, and grow your business.