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Oakmont Capital Services Chooses Leasepath

December 17, 2020, 07:20 AM
Filed Under: Industry News

Leasepath, provider of the Asset Finance industry’s only cloud-first Finance Origination (LOS) and Customer Engagement (CRM) platform on the Microsoft Cloud, announced the selection of its flagship product by Oakmont Capital Services (OCS).

“We’re looking forward to the partnership with the team at Leasepath,” said Daryn Lecy, CLFP, 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 is a national equipment finance provider with locations in West Chester, PA and Albany, MN. The company will be implementing Leasepath’s LOS, CRM and process automation solution for the purpose of streamlining its 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.”

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