Rapidly growing independent direct lender selects Intelligent Workplace technology platform to fuel growth.
St. Cloud, MN (Dec. 17, 2020) Leasepath, provider of the Asset Finance industry’s only cloud-first Finance Origination (LOS) and Customer Engagement (CRM) platform on the Microsoft Cloud, announces the selection of their flagship product by Oakmont Capital Services (OCS). OCS is a premier finance company with locations in West Chester, PA and Albany, MN and 20+ years of service. OCS is a national equipment finance provider with a tradition of strong customer service, transparent business practices, and the expertise to create programs that suit the needs of their individual clients.
“We’re looking forward to the partnership with the team at Leasepath,” said Daryn Lecy, CLFP and OCS Vice President of Operations. “We were seeking a solution that was feature-rich with the most important industry ecosystem integrations already built-in, but also one that allows us the opportunity to craft a configurable solution that fits our specific business needs today and can support us as we expand our reach. We found this with Leasepath.”
OCS will be implementing Leasepath’s LOS, CRM, and process automation solution for the purpose of streamlining their origination process to deliver funding more quickly and seamlessly. OCS will be leveraging Leasepath’s out-of-the-box automation tools to relieve their team of tedious, non-revenue generating activities while introducing automated document generation, expanded e-Signature synergies, and robust portals to help manage relationships with partners. OCS now also has the added benefit of being on the Microsoft Business Applications platform, creating confidence of a future-proofed platform with integrated access to an impressive suite of additional technologies such as Business Intelligence, Machine Learning, and a variety of API connections.
“Oakmont is such a wonderful team and has the right mix of talent and culture to take advantage of the Intelligent Workplace solution we offer,” said Jeffrey Bilbrey, Leasepath CEO. “We know OCS went through an extensive solution selection process and we’re humbled to have been chosen by such a forward-thinking team. Independently, we are both fast-growing, innovative teams in the equipment finance industry. Together, we will deliver a superior experience to OCS’s customers and business partners.”
About Oakmont Capital Services
Oakmont Capital Services, headquartered in West Chester, PA, with an office in Albany, MN, is a fast, affordable, reputable solution to financing. Founded in 1998 by Managing Members Joe Leonard, CLFP and Megan Zoba, Oakmont Capital Services (OCS) is a direct, independent lender, providing commercial equipment financing throughout all 50 states. The professional financing staff at OCS has combined experience of over 250 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 asset finance industry, serving Banks, Independent Finance, Captive Finance and Brokers. Leasepath 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. With customers spanning North America and the UK, 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.