Free Lending & Leasing Checkup
Is your financing experience built for today’s borrowers?
In today’s economy, access to capital remains essential—but disconnected systems can block momentum. From SBA to fintech and leasing, fractured workflows stretch teams thin and delay deals.
A Fortimize Lending & Leasing Assessment reveals where to streamline and uncover growth opportunities—so you can serve more clients, faster.
WHAT TO EXPECT FROM THIS OFFER
To ensure a fast and actionable assessment, our process includes three key steps to align your teams, uncover gaps, and recommend a better way forward.
- Introductory Meeting (20 min)
- State of Process with Technical Architect (30 - 45 min)
- High-Level Roadmap Review (60 min)
Your commitment level will be 2-4 hours
Our Lending & Leasing Assessment Helps
Uncover Missed Revenue
Identify where data silos and manual work are blocking growth, upsell opportunities, and faster deal flow—across all lending lines.
Take Strategic Action
Evaluate tools and integration needs with a clear, prioritized roadmap—built around your team’s capabilities and lending portfolio.
Unite Stakeholders
From fintech to mortgage, we align teams around a shared process that supports your borrowers and your bottom line.
It’s Time to Modernize Lending Across Every Product Line
Before engaging with any software vendor, it’s critical to understand your business’s current state and what you actually need.
Accelerate Application to Funding
Improve Borrower Experience
Track applications in one place—no more disconnected spreadsheets.
Create Renewal Opportunities
Boost Internal Visibility
Let your lending, sales, and credit teams access the same real-time status updates.
Digitize Without Overbuilding
Get lean, integrated tech tailored to your real resources and workflows.
Simplify Procedures & Workflows
FORTIMIZE EXPERIENCE
Leasing Success Stories
How to improve financing by streamlining the borrower journey for employees and clients.
CCF transformed equipment financing with a Salesforce-powered small ticket solution.
