Broadleaf partners with JDR Solutions and Solifi to enhance leasing operations

Broadleaf Financial Group has partnered with JDR Solutions and Solifi to strengthen its leasing operations and portfolio management capabilities as the equipment finance provider prepares for further growth.

The collaboration will see Broadleaf use Solifi Portfolio Management, formerly InfoLease, alongside portfolio management support from JDR Solutions, with the companies working together to improve operational accuracy, streamline workflows and provide a scalable platform for future expansion.

Broadleaf provides equipment finance solutions to large corporations across the technology, medical, logistics and construction sectors. As part of its growth strategy, the company selected Solifi Portfolio Management to modernise its portfolio infrastructure and support the continued development of its leasing business.

JDR Solutions, a provider of outsourced services to the equipment finance sector, worked alongside Broadleaf and Solifi throughout the technology implementation, supporting areas including system configuration, business rules and process optimisation.

The companies said the joint approach has helped Broadleaf transition from implementation into ongoing portfolio management support, combining Solifi’s technology with JDR’s equipment finance servicing expertise.

David Anderson, Chief Operating Officer at Broadleaf Financial Group, said the implementation demonstrated the importance of close collaboration between technology providers, service partners and the finance company itself.

“Complex software implementations require close coordination and clear communication from all members of the project team. JDR and Solifi not only provided their experience and expertise, they also worked together seamlessly to ensure our implementation was successful,” Anderson said.

“With the great experience we have had working with them as teammates, we’re confident that Solifi and JDR are the right partners to support our continuous evolution.”

“Successful portfolio modernization requires both robust technology and strong execution,” she said. “The collaboration between Broadleaf, JDR Solutions, and Solifi demonstrates how aligned partnerships can create operational clarity, scalability, and long-term value.

“We’re proud to play a role in supporting Broadleaf’s next phase of growth.”

Joey Enevoldsen, Chief Executive Officer of JDR Solutions, added: “We’re proud to have supported Broadleaf through a successful implementation. Together with Broadleaf and Solifi, we’ve delivered a solution that strengthens operational performance and supports sustained growth.”

The partnership forms part of Broadleaf’s strategy to enhance its operational capabilities as its leasing activities expand. Its programmes are designed to help corporate customers optimise capital, modernise equipment lifecycles and maintain financial flexibility.