Portfolio Management
Push the boundaries of portfolio management
Are you a start-up with a new portfolio looking for lease and loan management software to kickstart your business? Or are you an established organization – but your current system is stifling your growth?
Solifi’s Lease and Loan Portfolio Management Software (formerly CALMS and InfoLease) offers the agility to support you today and the functional depth to futureproof your tomorrow.

Faster data insights, faster answers for your customers
Address client inquiries faster and leverage actionable insights, such as cost-saving opportunities, service level improvements, risk mitigation, and market expansion opportunities with just a click.
Embrace the digital-first revolution – with a robust functional suite of solutions, our lease and loan servicing software brings efficiency to the entire lease and loan management process, including loan management, billing, invoicing, taxation, and end-of-term. We help our clients streamline services and improve customer experiences – all while keeping costs and business risks at a minimum.
Faster data insights, faster answers for your customers
Address client inquiries faster and leverage actionable insights, such as cost-saving opportunities, service level improvements, risk mitigation, and market expansion opportunities with just a click.
Embrace the digital-first revolution – with a robust functional suite of solutions, our lease and loan servicing software brings efficiency to the entire lease and loan management process, including loan management, billing, invoicing, taxation, and end-of-term. We help our clients streamline services and improve customer experiences – all while keeping costs and business risks at a minimum.
Secure customer loyalty with exceptional experiences
Consumers are frustrated with the traditional auto finance process – and we can’t blame them. With our Lease and Loan Portfolio Management Software (formerly CALMS and InfoLease), you can hone the service and experiences your customers expect, streamline deals, and elevate your back-office efficiency.

Key Features
- Full lifecycle visibility
- Configurable offerings
- Customer self-service portal
- Contract management system
- Maturity and termination support
- API integrations
Agility meets innovation
Our equipment finance solution offers the agile tools you need to face unpredictable times, and identify and close new deals. We bring speed, compliance, and automation to the most labor-intensive tasks in portfolio management.

Key Features
- Managed services
Manage and track your asset usage with ease – including settle-ups, swaps, multiple meters per asset, annual increases, and recalculation of the last overage amount
- Adjustable variable rates
Leverage fast, precise tracking and management of your various types of contracts and variable interest rates, and make use of various types of floating-rate contracts including fixed payment, principal reduction, or open-ended financial agreements
- Securitizations & syndications
- Vendor dealer channel
- Compliance partnerships
- Inventory overview
Access, manage, and review your inventory information at any point in the asset lifecycle, including inventory levels, assets coming off lease, and new assets