Fast-rising independent lender has completed implementation with the Cloud-first platform for Asset Finance
Los Angeles (September 21, 2021) — Oakmont Capital Services (OCS) has successfully implemented Leasepath’s Finance Origination (LOS) and Customer Engagement (CRM) platform. An independent lender providing commercial equipment financing and working capital throughout the United States, the team at OCS has grown rapidly. Having recently added operations, sales, and lending capacity, OCS selected the Leasepath platform as part of the company’s ongoing efforts towards working smarter by using technology to enhance workflow and increase operational efficiency.
“Customer and vendor relationships are of top priority for Oakmont, and our ongoing goal is to provide the best high-tech, high-touch experience possible,” said OCS Chief Operating Officer Daryn Lecy. “Leasepath allows us to achieve our goal of making the entry point and internal processes smarter and more efficient, enhancing the entire finance experience.”
Leasepath’s Cloud-first Intelligent Workplace platform will support OCS’s current and anticipated growth by enabling the company to provide better support to its customers. OCS selected Leasepath to increase organizational capacity, automate the documentation process, improve workflow, implement credit automation, enhance fraud mitigation and provide expansive reporting and dashboard capabilities. OCS will be using Leasepath’s sales-to-order workflow, document generation, dealer/vendor portals, and other automation capabilities to relieve team members of oft-repeated workload, freeing them to focus on their areas of expertise.
“OCS is such an exciting organization to work with; a model of being committed to pushing the industry forward through innovation,” said Jeff Bilbrey, Leasepath CEO. “It was obvious from our first conversation that they embraced the Intelligent Workplace vision and were prepared to bring it to life for them. By modernizing with Leasepath, they have laid a foundation that allows them to be more efficient, more agile, and closer to their customers. They’re a star team, and we are delighted to be partnering with them in their growth.”
The OCS team is committed to continuous improvements to make the internal and external user experience the best that it can be and is already planning on phase two expansion of the Leasepath system. “Going live on Leasepath is a huge step for Oakmont as our business continues to grow,” offered Lecy. “By partnering with Leasepath’s talented and forward-thinking team, we can achieve our future goals with continuous evolution by streamlining our processes while adding a greater personal touch for our customers. Leasepath’s Microsoft foundation and commitment to creating an Intelligent Workplace gives us confidence that what we imagine is achievable.”
About Oakmont Capital Services
Oakmont Capital Holdings, headquartered in West Chester, PA, with an office in Albany, MN, is a fast, affordable, reputable solution to equipment financing. Oakmont Capital Services, the predecessor company to Oakmont Capital Holdings, was founded in 1998 by Managing Members Joseph P. Leonard, CLFP and Megan J. Zoba. Oakmont Capital is a direct, independent lender, providing commercial equipment financing and working capital throughout all 50 states. The professional financing staff at Oakmont has combined experience of over 350 years in the industry and is the reliable choice for today’s financing needs. For more information, visit www.oakmontfinance.com.
Leasepath is the Intelligent Workplace solution for Customer Engagement (CRM) and Origination (LOS) built exclusively for the asset finance industry; serving Banks, Independent Finance, Captive Finance and Brokers in North America and the United Kingdom. Leasepath’s SaaS solution leverages the Microsoft Power Platform to provide a proven, quick to implement, cloud-first solution with pre-built automation, pricing tools, amortization calculators, asset management, and integrations with credit bureaus and other mission critical applications. Leasepath is the preferred choice to equipment finance businesses to win more, risk less, and profit more. Learn more about Leasepath at www.leasepath.com.