Designed for Brokers and Commercial Equipment Dealers
SimpliFi is an all-in-one fintech platform designed to streamline every aspect of a financing deal. It consolidates workflows into a seamless experience.
Consolidates workflows into a seamless experience
SimpliFi is an all-in-one fintech platform designed to streamline every aspect of a financing deal. From generating PDFs and crafting emails to tracking deal progress and managing customer relationships, it consolidates workflows into a seamless experience.
- Online Credit Applications: Simplify the application process for clients, ensuring a
seamless experience.
- Soft Credit Pulls: Protect client credit scores while efficiently assessing eligibility.
- Comprehensive Lender Database: Centralize and manage lender information, including
specific requirements, for quick and accurate matching. - Automated Qualification: Instantly identify the most suitable lenders for each client,
optimizing deal placement. - Precise Payment and Fee Calculations: Ensure transparency and accuracy with
automated payment and fee calculations. - Effortless Document Generation: Generate approval letters, insurance request forms,
and dealer document requests with ease. - Real-time Deal Tracking: Monitor the progress of deals from initiation to completion,
ensuring timely updates. - Automated Alerts: Receive timely notifications about deal status, funding, and
reporting, keeping you informed at every stage. - Detailed Reporting: Generate comprehensive monthly and yearly reports for insightful
analysis and compliance. - Centralized Customer Information Storage: Maintain a secure and organized database
of client information.
A SaaS fintech, founded by industry brokers, delivering innovative solutions for commercial lenders and financing firms.
Powered by a team of seasoned technologists and finance professionals, SimpliFi Tech Solutions combines expertise with a human touch—guiding you through every step with confidence and care.
Discover a new way to manage deals:
After years in the financing industry, SimpliFi founder, David Fillerup, grew frustrated with the inefficiency of manually entering the same information across multiple platforms—Excel, PDFs, emails, and more. Determined to find a better way, he created SimpliFi.
Fully customizable to your business needs, SimpliFi empowers you to optimize operations, boost productivity, and elevate your financing process like never before.
