List of Solifi Originations (ex Rapport and CALMS) Customers
SoliFi
TractorWorks Building 800 Washington Avenue North, Suite 901,
Minneapolis, 55401, MN,
United States
Minneapolis, 55401, MN,
United States
1 612-851-3200
Professional Services
680
$62M
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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Lendmark Financial Services | Banking and Financial Services | 2300 | $550M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2020 | n/a |
In 2020, Lendmark Financial Services implemented Solifi Originations (ex Rapport and CALMS) as its loan origination platform in the Loan Management category. Lendmark operates in 19 states with over 350 branches and a Brick & Click omnichannel retail model, and the organization sought a system to support accelerated growth in originating direct consumer loans.
The deployment used Solifi’s CALMS Loan Origination System (Solifi Originations) delivered as a SaaS type hosted offering, providing a complete origination platform with a browser based thin client strategy to support branch operations. Implementation emphasized robust logging and exception tracking throughout the application process, configurable origination workflows, and scalability to accommodate future expansion and a faster software release cadence driven by business and regulatory demands.
Operationally the solution was provisioned to align with Lendmark’s branch network and digital channels, and it fits alongside Lendmark’s existing loan processing technology providers. Solifi provided comprehensive software support, strict service level agreements and disaster recovery as integral parts of the hosting model, centralizing infrastructure and application support responsibilities.
Governance and rollout priorities centered on enabling rapid software releases and strengthening operational monitoring, with controls for exception management and coordinated release governance across business and compliance stakeholders. The implemented Solifi Originations Loan Management platform delivered the specified hosting, support, SLA and disaster recovery capabilities described by the vendor.
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Oakmont Capital Services | Banking and Financial Services | 60 | $20M | United States | Solifi | Solifi Originations (ex Rapport and CALMS) | Loan Management | 2024 | n/a |
In 2024, Oakmont Capital Services went live on Leasepath Enterprise in September 2024 for its U.S. equipment finance originations, an implementation that maps to Solifi Originations (ex Rapport and CALMS) following Solifi's 2025 acquisition. The deployment targeted consolidation of front-office originations and the decision to bring portfolio servicing in-house under a unified Loan Management platform to support equipment finance workflows.
Solifi Originations (ex Rapport and CALMS) was configured to centralize origination intake, credit decision workflows, and document management while introducing integrated servicing capabilities to manage contract lifecycle and portfolio administration. Configuration focused on front-office to servicing handoffs, standardized data models for leases and loans, and role based workflow orchestration to reduce manual reconciliation between teams.
Operational coverage was limited to Oakmont's U.S. equipment finance operations, encompassing origination teams and servicing staff and aligning processes across underwriting, contract execution, and portfolio administration. The rollout in September 2024 consolidated previously distributed originations processes and brought servicing activities onshore, creating a single application context for loan and lease records within the Loan Management domain.
Governance and process changes emphasized centralized data stewardship and standardized operational workflows for origination and servicing teams, enabling consistent record keeping and customer touchpoint management. The program explicitly aimed to improve operational efficiency and customer experience, as stated by Oakmont, by reducing handoff complexity and streamlining portfolio servicing operations.
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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)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Solifi Originations (ex Rapport and CALMS). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Solifi Originations (ex Rapport and CALMS) for Loan Management include:
- Alden State Bank, a United States based Banking and Financial Services organization with 58 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Alden State Bank | Banking and Financial Services | 58 | $7M | United States | 2026-01-23 |
FAQ - APPS RUN THE WORLD Solifi Originations (ex Rapport and CALMS) Coverage
Solifi Originations (ex Rapport and CALMS) is a Loan Management solution from Solifi.
Companies worldwide use Solifi Originations (ex Rapport and CALMS), from small firms to large enterprises across 21+ industries.
Organizations such as Regions Bank, Lendmark Financial Services, Exeter Finance, Servus Credit Union and Coast Capital Savings are recorded users of
Solifi Originations (ex Rapport and CALMS) for Loan Management.
Companies using Solifi Originations (ex Rapport and CALMS) are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Solifi Originations (ex Rapport and CALMS) are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Solifi Originations (ex Rapport and CALMS) across Americas, EMEA, and APAC.
Companies using Solifi Originations (ex Rapport and CALMS) range from small businesses with 0-100 employees - 28.57%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 57.14%, and global enterprises with 10,000+ employees - 14.29%.
Customers of Solifi Originations (ex Rapport and CALMS) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Solifi Originations (ex Rapport and CALMS) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Loan Management.