FLEX Equipment Finance
A comprehensive SaaS platform and marketplace facilitating B2B equipment financing through loan origination, servicing, and non-performing contract resolutions.
Portal Access & Integrations
User Portals
- Originators
- Lenders (and Read-Only Auditors)
- Borrowers
- Collectors
Key Integrations
- DocuSign
- PayNet
- EquiFax
- LexisNexis
- Google Docs

Loan Processing
Loan Underwriting
- Combined credit analysis
- Document detection
- AI-powered assistance
Loan Agreements
- Flexible loan structuring
- Configurable Pricing Guide
- Integrated DocuSign workflow
- Borrower AutoPay
- ACH Vendor Funding

Servicing & Portfolio Management
Loan Servicing
- AutoPay
- Payment failure alerts
- AI troubleshooting
- Automated notices
Portfolio Management
- General ledger accounting
- Custom reporting
- Trend visualization
- Funding forecasting
- Equipment resale management
- Deficiency tracking

Client Testimonials

"FLEX has enabled us to scale to a 20MM loan portfolio with only three people. We joke that our day-to-day work is letting FLEX "boss us around": FLEX alerts us of any issues that need attention while guiding us through complex workflows minimizing our opportunities to make mistakes."

"FLEX is the premier end to end software program for the Equipment Finance industry, it is intuitive, and very user friendly. Mark is very knowledgeable in the finance industry, and you can see that reflected in every aspect of the program. FLEX is always evolving and improving to help us do our job faster and more efficiently. Mark provides excellent customer service and we are so grateful for this amazing software program."

"The efficiency of FLEX and ease of leveraging its features is incredible. Each user gains the advantage of comprehensive portfolio management which would ordinarily take several roles or systems to accomplish."
Pricing
Our pricing scales with your loan portfolio, ensuring affordability from startup to enterprise.
Contact us for detailed pricing information tailored to your business needs.