Client Summit 2017

This year’s event to be held in September!! Look for more information coming soon!

In the meantime, watch this recap from last year.

defi SOLUTIONS Client “Fest” 2016

Check out these rockin’ roundtable topics:

defi and partner roundtable topics were offered at multiple times during the two days event. Client chose the order in which they wanted to participate. Here’s a sample of some of the sessions:

  • Roundtable Session: Product Roadmap/Community – Exciting, strategic changes are on tap, including features that have been submitted from our very own defi COMMUNITY.
  • Roundtable Session: Verifications/Optimization – Lots to talk about here! Fund faster with even more accuracy and compliance control. Make the defi system do all the legwork. Use data to avoid costly outbound calls. Leverage SmartCalcs and formulas to eliminate routine data checks and errors.
  • Roundtable Session: Digitizing Communications – Learn how texting, emailing and automating core underwriting and funding communications will save you time and money. Not to be missed!
  • Roundtable Session: Risk/Analytics/Reporting – Data is power, and we want to make it easier for you to leverage with a truly configurable reporting tool. See what’s in the works that will let you model and analyze to your hearts content!
We thank these partners that participated in the 2016 event.

Click on a link below to find out how their products can amp up your business and originations processes.


dealer_track
route_one
lexis_nexis

dms-digital-matrix-systems-logo
creative-business-logo
factor-trust

transunion
equifax
cedar
gwc
megasys-logo
kbb
nortridge-software-company-logo

 

aul
carleton
clarity-services
first-associates
NADA logo copy

 

Check out these Client Summit’s from previous years:

defi Client Summit 2016

defi Client Summit 2015