Leasepath, the Intelligent Workplace platform for equipment finance, announces that Providence Capital Funding (PCF) is now live on Leasepath Enterprise, completing their transition to a unified platform that is purpose-built to support their sophisticated, hybrid model of brokering, discounting, and portfolio servicing.
PCF turned to Leasepath to eliminate legacy inefficiencies and support its expanding business with a modern, end-to-end solution that improves both internal operations and external partner interactions.
“Leasepath gave me a solution that let my team solve for uploading large lists of information on prospects and customers, while also helping my teams keep data clean and minimize duplicates,” said Ofer Horn, Managing Partner of Providence Capital Funding. “This means I have a solid base for marketing and business development efforts, while keeping our team aligned in one core, centralized system.”
PCF began their digital transformation by searching for a CRM and Origination system to match their advanced sales and prospecting processes, was dedicated to equipment finance, and could continue to evolve. Over time, it became clear that downstream bottlenecks would stifle growth, so the company partnered with industry consultants to also assess their back-office needs. Ultimately, Leasepath Enterprise was chosen for its true end-to-end integration—from origination through contract servicing and accounting, all built on the world’s leading CRM and workflow engine, Microsoft Dynamics.
“Operationally, we needed to consolidate our processes, remove the workarounds and spreadsheets, and have a basis for more detailed accounting across all our differentiated contract types,” said Liz Winkelmann, Director of Operations at PCF. “Leasepath Enterprise, with true end-to-end integration, gave us the platform for our future—today.”
“Providence Capital Funding represents exactly the kind of forward-thinking firm Leasepath was designed for,” said Jeffrey Bilbrey, CEO of Leasepath. “They’re scaling aggressively, serving multiple deal types, and prioritizing smarter ways of working. Leasepath Enterprise gives them the flexibility, intelligence, and automation to meet that challenge head-on.”
With Leasepath Enterprise, Providence Capital Funding unified its CRM, origination, and contract management systems into a single platform capable of supporting their unique mix of brokering, discounting, and portfolio servicing. The solution improved data quality for high-volume prospecting efforts, eliminated manual processes and spreadsheet-based workarounds, and introduced advanced accounting tools tailored to both serviced and non-serviced contracts—providing greater visibility and control across the entire portfolio.
