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Equipment finance origination and servicing

Solifi Origination Workflow: From Application to Funding

How Solifi describes deal intake, credit workflow, documents and approvals — and the manual work it should remove.

Based on public product documentation. We have not tested a private account. Sources checked 2026-11-05.

What origination means

Origination is everything from the first application to the funded deal. It includes intake, credit review, pricing, documents, and approval. An LOS is a loan origination system — the software that runs these steps.

Solifi says its origination connects deal intake, credit workflows, documentation, and approvals. The promise is speed with control. That is the vendor's claim, not our test.

Where manual work hides

Most lenders re-type the same deal three times. Once from the application into the LOS. Once into a pricing sheet. Once into the servicing system after funding.

Each re-key takes minutes and invites errors. Use the tool below to price your own re-keying. Enter your real numbers. If a platform removes that work, the labor value is part of its return.

What to watch in a demo

Ask for a live deal, not a slide deck. Watch how many times a person types the same customer name. Count the clicks from application to approval.

  • Show an application arriving from a broker or dealer portal.
  • Show the credit decision step and who can override it.
  • Show document generation for a real contract type.
  • Show the handoff to servicing after funding. Does data move by itself?

A scenario, not a promise

Example: a lender funds 40 deals a month. Staff re-key each deal twice at 6 minutes each. That is 8 hours a month of typing. At a loaded cost of $35 an hour, that is $280 a month. Software that removes it saves that time. Your numbers will differ.

This is a scenario we made up to show the math. It is not a Solifi result.

Interactive tool

Manual re-keying cost

Count how many records your team re-types each month and how long each takes. Loaded hourly cost means wage plus benefits and overhead.

Re-keying cost results from your entered numbers
Hours per month10.0
Labor value per month$350
Rekey labor + software per funded deal$14.00

Cost per deal covers only re-keying labor plus the software line item. It is not a full origination cost.

Want the full worksheet set? Open the partner tools.

Sources

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.

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