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Equipment Finance Platform and Technology Modernization

In-depth evaluation for recommended solutions and steps to guide your path to success

The Tamarack Equipment Finance Assessment evaluates the alignment and efficacy of an Equipment Finance company’s systems with the workflows of the operation. The Assessment is performed by subject matter experts from the team of Tamarack Technology and Hunter & Company who use a standard methodology and report template to complete a comprehensive investigation and analysis of the equipment finance lifecycle as implemented in the existing systems. The system assessment approach helps companies avoid “putting band aides” on customer systems when the systems are not fully aligned with workflow.

The Tamarack Equipment Finance Assessment addresses the full Equipment Finance lifecycle including the following categories:

  • Prospecting and Sales
  • Origination
  • Underwriting and Credit Approval
  • Closing, Booking and Funding
  • Servicing
  • Portfolio Administration
  • Document Management
  • Reporting
  • General Administration

Within each category our subject matter experts will drill down into a total of 45 functional sub-categories (see Table 1).

Each Assessment takes approximately two weeks to complete. At the conclusion of the assessment Tamarack will present our findings, provide you with a written report regarding each of the nine categories and make recommendations on any areas that may require additional attention as part of a modernization plan that addresses company strategy and goals.

The cost of the Tamarack Equipment Finance Assessment varies based on the size and complexity of an organization. Please contact your Tamarack Representative for a quote.


Category Function
Prospecting and Sales Customer Relationship Management
  Product Development
  Sales Pipeline Management
  New Vendor Setup
Origination Credit Application
  Client Information Gathering
  Structure Deal
  Exposure Aggregation
  Statement Spreading
  Risk Rating
Underwriting & Credit Approval Due Diligence
  Credit Decision
Closing, Booking, & Funding Pre-Closing
  Document Preparation
Servicing Payment Processing
  Account Maintenance
  Customer Statements/Invoicing
  Asset Management
  Asset Management - Vendor
  Tax Management
Portfolio Administration Annual Reviews
  Covenant Management
  Collateral Management
  Exposure Management
Document Management Document Retention
  Document Generation
  Document Imaging
Reporting Report Generation
  Reporting Parameters
  Business Reporting
  Regulatory Reporting
  Operations Reporting
General Administration Workflow
  User Interface

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