List of Solifi Originations (ex Rapport and CALMS) Customers
Minneapolis, 55401, MN,
United States
Since 2010, our global team of researchers has been studying Solifi Originations (ex Rapport and CALMS) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Solifi Originations (ex Rapport and CALMS) for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Solifi Originations (ex Rapport and CALMS) for Loan Management include: Regions Bank, a United States based Banking and Financial Services organisation with 19969 employees and revenues of $7.53 billion, Lendmark Financial Services, a United States based Banking and Financial Services organisation with 2300 employees and revenues of $550.0 million, Exeter Finance, a United States based Banking and Financial Services organisation with 1400 employees and revenues of $550.0 million, Servus Credit Union, a Canada based Banking and Financial Services organisation with 2500 employees and revenues of $545.0 million, Coast Capital Savings, a Canada based Banking and Financial Services organisation with 1800 employees and revenues of $349.0 million and many others.
Contact us if you need a completed and verified list of companies using Solifi Originations (ex Rapport and CALMS), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Coast Capital Savings | Banking and Financial Services | 1800 | $349M | Canada | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2024 | n/a |
In 2024, Coast Capital Savings implemented Solifi Originations (ex Rapport and CALMS). Solifi Originations serves as the institution's Loan Management platform for mortgage origination, underwriting adjudication, broker channel intake, and fulfillment workflows.
The deployment centralized core origination capabilities including intake and broker submission processing, underwriting adjudication screens, credit bureau pulls, loan structure configuration for funding date, first payment date, rate and amortization, fulfillment processing and commitment generation. Solifi Originations was configured to support document management and underwriting rationale capture, with underwriters recording decision rationale in the Appion underwriter tool as part of the adjudication workflow.
Integration points are explicit and operational, Solifi Originations interoperates with Velocity Link Lender for commitment generation, the Appion underwriter tool for decision notes, Solidifi Appraisals and Landcor for property valuation inputs, the FCT portal for funding profile creation and payout/discharge actions, and the T24 customer profile system for core customer data. These integrations enable a sequential flow from broker submission through underwriting, conditional fulfillment and funding orchestration.
Governance and process changes were centered on formalizing the broker-to-underwriter workflow, standardizing document cross-referencing and GDS/TDS and credit bureau analysis, and consolidating tasks previously executed across Rapport and CALMS into a unified origination platform. Operational scope covers mortgage underwriters, broker relationship management, and fulfillment teams, with structured handoffs for subject satisfaction, commitment issuance and final funding processing.
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Exeter Finance | Banking and Financial Services | 1400 | $550M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2022 | n/a |
In 2013, Exeter Finance implemented Solifi Originations (ex Rapport and CALMS) for Loan Management. Solifi Originations has been used to automate and scale indirect automotive loan application processing across the United States, supporting volumes reported at more than 500,000 applications per month and concentrating on dealer-originations. The commercial relationship with Solifi began in 2013 and was publicly renewed in 2022 to continue supporting dealer-originations and growth.
Exeter Finance configured Solifi Originations to centralize originations workflows, including dealer portal intake, automated application processing, underwriting orchestration and document management, consistent with standard Loan Management functional patterns. The implementation emphasized high-throughput batch and real-time processing capabilities to handle peak dealer submission volumes and included reporting and operational monitoring modules to support portfolio intake. Operational scope covered nationwide dealer-originations and associated business functions such as credit decisioning, funding orchestration and servicing handoff. Governance focused on sustaining platform availability for high-volume indirect channels, with the 2022 renewal signaling continued platform stewardship rather than a change in core originations tooling.
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Klc Financial | Banking and Financial Services | 32 | $10M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2024 | n/a |
In 2024 KLC Financial went live with Leasepath Enterprise to modernize origination and servicing workflows for its U.S. equipment finance business. Because Leasepath was acquired by Solifi in 2025, continued use of originations functionality under Solifi Originations (ex Rapport and CALMS) is inferred, with the implementation now tracked as part of the Solifi application portfolio. The deployment targets the Loan Management category and centers on streamlining end to end lease and loan intake and ongoing account servicing.
The implementation consolidated origination and servicing workflows into a single platform instance, configuring core Loan Management capabilities such as application intake, credit data capture, document generation, and servicing event tracking. Configuration work focused on workflow orchestration and data model alignment so that intake forms, approval queues, and account ledgers share a consistent data schema. The implementation approach aligns with typical small finance firm scale, emphasizing cloud hosted SaaS operations and configuration rather than heavy customization.
Operational coverage extended across KLC Financials U.S. equipment finance operations, impacting origination teams, underwriting, and servicing personnel. Integration touch points were established in category aligned areas including credit decisioning feeds, document management and downstream accounting posting, with interfaces scoped to support daily origination throughput and portfolio maintenance. Rollout emphasis included process standardization and governance changes to operational workflows, bringing underwriting and servicing procedures into the platform driven workflow model.
Reported outcomes from the go live included improvements in processing speed and data accuracy, reflecting the consolidated data model and automated workflows. Continued alignment of the originations capability under the Solifi Originations (ex Rapport and CALMS) brand is inferred following the vendor consolidation, preserving the Loan Management functionality within Solifi for ongoing operations.
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Banking and Financial Services | 2300 | $550M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2020 | n/a |
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Banking and Financial Services | 60 | $20M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2024 | n/a |
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Banking and Financial Services | 19969 | $7.5B | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2017 | n/a |
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Banking and Financial Services | 2500 | $545M | Canada | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2023 | n/a |
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Buyer Intent: Companies Evaluating Solifi Originations (ex Rapport and CALMS)
- Alden State Bank, a United States based Banking and Financial Services organization with 58 Employees
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