Solifi Launches Leasepath Broker Edition to Help Device Financing Brokers Get Rid of Spreadsheets and Manage Complex Transactions in a Single Workspace
PR Newswire
45m ago
Ai Focus
Solifi announces the launch of Leasepath Broker Edition, a new product designed specifically for small and growing equipment financing brokers in the United States. It aims to help them manage customer relationships, trading opportunities, equipment information, pricing, quotes, documents, and funding activities within a single workspace. The company claims that this product can assist brokers in enhancing visibility and operational efficiency amidst growing trading volumes and increasingly complex processes.
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Minneapolis, October 21 (Reuters/ PR Newswire ) – Solifi today announced the launch of Leasepath Broker Edition, a new product designed specifically for small and growing equipment financing brokers in the United States.

Solifi indicates that this new product is designed to help the continuously expanding device financing brokerage business manage more opportunities within an interconnected workspace, improve the customer entry process, and enable transactions to proceed smoothly.

Equipment financing brokers act as a link between businesses seeking capital and lenders providing funds. With the increase in transaction volume, the equipment financing market reached $14.3 billion in July 2026, a 24.5% growth compared to the same period of the previous year. Smaller brokers face capacity challenges: they need to manage increasingly complex transactions across fragmented spreadsheets, inboxes, shared files, and general-purpose CRM systems.

According to Solifi, device financing brokers rely on relationships in competition, response speed, and the ability to efficiently facilitate the flow of financing opportunities between customers and funding partners. However, additional administrative work makes it more difficult for them to maintain visibility over each ongoing opportunity.

Leasepath Broker Edition provides an interconnected workspace for device financing brokers to manage customer relationships, opportunities, device information, pricing, quotes, documents, and funding activities. This product is built around the daily work of brokerage operations and is designed to help smaller companies bring more structured management and visibility to their transactions as they grow.

Rather than requiring small brokers to modify the generic CRM software to make it suitable for device financing, or to adopt technologies designed around loan services and portfolio management, Leasepath Broker Edition provides an environment that matches the work of brokerage transactions.

Leasepath Broker Edition combines relationship management with the exclusive transaction processes for device financing, targeting brokers' owners, responsible persons, and business initiators. The main features include:

  • Clue, Customer, and Opportunity Management
  • Broker-oriented pipeline and task management
  • Device and Asset Information
  • Financing structure design and pricing process
  • Quotation and Proposal Support
  • Transaction File Management
  • Fund provider submission, preparation, and feedback tracking
  • Broker-oriented dashboards and views

Leasepath by Solifi President and General Manager Jeffrey Bilbrey stated: "Equipment financing brokers play a key role in helping companies obtain the capital they need, but many smaller brokerage firms are still using fragmented tools to manage increasingly complex trading activities. Leasepath Broker Edition integrates the equipment financing context into brokers' daily work processes, enabling growing companies to manage more opportunities without adding unnecessary operational complexity."

Solifi states that Leasepath by Solifi provide cloud-based technology for equipment financing institutions in the mid-sized market. Leasepath Broker Edition extends this equipment financing experience to a niche market where, historically, there has been a need to choose between general commercial software, fragmented point tools, and platforms designed for large lending institutions.

This release also presents strategic opportunities for existing Leasepath customers who rely on broker-initiated businesses: they can now support and integrate with smaller brokerage partners, thereby forming a more cohesive ecosystem.

Device financing brokers interested in Leasepath Broker Edition can schedule a demonstration to learn how the platform supports typical transaction processes ranging from customer and opportunity management to pricing, documentation, and fund provider activities.

For more information: https :// www.solifi.com / leasepath-by-solifi / broker-edition /

About Solifi

Solifi provides a unified guarantee financing platform. Solifi integrates initiation, asset portfolio management, services, risk management, and compliance throughout the entire guarantee financing lifecycle. By operating and managing data on a single platform, Solifi replaces fragmented technologies with interconnected guarantee financing operations, thereby improving operational efficiency and maintaining clear visibility of asset portfolios for lenders and lessors. Solifi serves banks, manufacturer finance companies, independent financial firms, and other financial institutions, covering a variety of asset categories and global markets.

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