Solifi, a global company delivering the unified platform for secured finance, launched Leasepath Broker Edition, a new offering designed specifically for small and growing equipment finance brokerages in the United States.
Leasepath Broker Edition gives equipment finance brokers a connected workspace for managing customer relationships, opportunities, equipment information, pricing, quotes, documents and funder activity. Built around the day-to-day work of a brokerage, the offering helps smaller firms bring more structure and visibility to the transaction as their business grows.
Leasepath Broker Edition combines relationship management with equipment-finance-specific deal workflows in an environment designed for broker owners, principals and originators. Key capabilities include lead, customer and opportunity management; broker-focused pipeline and task management; equipment and asset information; finance structuring and pricing workflows; quote and proposal support; deal documentation; funder submission preparation and response tracking; and broker-focused dashboards and views.
“Equipment finance brokers play a critical role in connecting businesses with the capital they need, but many smaller brokerages are still managing increasingly complex deal activity across disconnected tools,” Jeffrey Bilbrey, president and general manager of Leasepath by Solifi, said. “Leasepath Broker Edition brings equipment finance context into the broker’s everyday workflow, helping growing firms manage more opportunity without adding unnecessary operational complexity.”
Leasepath by Solifi provides cloud-based technology for equipment finance organizations across the mid-market. Leasepath Broker Edition extends that equipment finance expertise to a segment that has historically had to choose between generic business software, disconnected point tools and platforms designed for larger lending organizations.
