What a partner portal does
A partner portal is a website where your brokers and dealers submit deals. They enter the customer, the equipment, and the documents. The deal lands in your system without re-typing.
Leasepath lists a partner portal among its capabilities. Confirm the exact scope and cost with the vendor.
New in October 2026: Solifi launched Leasepath Broker Edition, a broker-only product for teams of up to 10 users with CRM, equipment, pricing, document, and funder-submission tracking. That edition is for the broker's side of the table. This page is about the lender-side portal in Originate — do not confuse the two when you scope.
Why portals change deal quality
A good portal forces complete submissions. Required fields and documents mean fewer half-files in your inbox. Status visibility cuts the 'where is my deal' phone calls.
Because Leasepath is CRM-first, the portal submission should attach to the partner's relationship record. Ask to see that.
Measure the follow-up effect
Faster, cleaner intake can lift how many quotes turn into funded deals. Use the scenario tool below with your own numbers. The math is a scenario, not a promise of results.
Demo checks
- Submit a deal as a broker would. Count required fields.
- Show what status a broker sees without calling you.
- Show the submission attached to the broker's CRM record.
- Ask what the portal costs and whether it is separate.
Adoption is the whole game
A portal only saves money if partners use it. Ask what share of deals arrive through the portal at a lender like you.
Ask what drives adoption. Then ask two reference customers the same question. The answers should match.
Also ask what a broker sees when a deal is declined. A clear, fast decline with a reason keeps the relationship alive. Silence sends the next deal to your competitor.
Interactive tool
Follow-up scenario
What if cleaner intake or faster follow-up lifted conversion a little? Enter your own numbers. This is a scenario. It does not prove the software causes the lift.
| Extra deals per month | 2.3 |
| Gross gain per month | $1,800 |
| Net after software cost | $800 |
Want the full worksheet set? Open the partner tools.
Sources
- Leasepath — homepage checked 2026-11-05
- Solifi acquires Leasepath (news, July 2025) checked 2026-11-05
- Solifi — Leasepath Broker Edition launch (news, Oct 21, 2026) checked 2026-11-05
- Solifi — Leasepath Broker Edition product page checked 2026-11-05
Based on public product documentation. We have not tested a private account. Landscaping Equipment Financing LLC is an independent commercial equipment finance broker, not a lender, and not affiliated with any software vendor listed here.