Back Office Companies

Advance Property Tax Compliance Group 88 Systems, Inc. Phoenix Leasing Portfolio Srvcs., Inc.
Barrett Management Corp. Haws Consulting Group Portfolio Financial Servicing Co.
Bank of the West JDR Solutions U. S. Bank Portfolio Services
ECS Financial Services LeaseDimensions, Inc.
Globaltech Portfolio Services OutSourcing Solutions Group, LLC

Rank

Company Name
Year Founded

Web site

Employees

CEO

Additional Services Offered

Yearly Volume

Region

Major Clients

1
Portfolio Financial Servicing Company (f)
1992
www.pfsc.com
150
Robert VanHellemont
App Entry, credit scoring, Documentation, remittance processing, sales and property tax services, UCC, Titling, Collections, Cust Servic lease and loan accounting
N/A
United States
Contact us for client list
2
U.S. Bank Portfolio Services
1994
www.usbank.com (h)
135
Joe Andries
Document preparation, UCC Filing, Titling, Insurance Tracking, Customer Service, Collections, AR, AP, Sales & Property Tax Management, General Ledger Tracking, and Reporting.
N/A
United States
Contact us for client list
3
Phoenix Leasing Portfolio Services, Inc., a subsidiary of Phoenix American Inc. (d)
1972
plpsi.com
105
Gus Constantin
Documentation, remittance processing, sales and property tax services, lease and loan accounting, default management
N/A
United States
Contact us for client list
4
Bank of the West Equipment Finance - Managed Services Group
1989 founded as Trinity
(2002 purchased by Bank of the West)
Eric Gross
Director - Managed Services Group
Eric.Gross@bank
ofthewest.com

Bank of the West
401 Southwest Fifth Ave
Portland, OR 97204
Office (503) 225-1607
Fax (503) 225-1751
Mobile (503) 840-5165
bankofthewest.com
80 -In Servicing
Eric Gross

Complete Primary & Backup Servicing solutions for independent Lessors and captive finance companies.

N/A

United States

Providing 3rd party servicing since 1989

5
LeaseDimensions, Inc.
1995
www.leasedimensions.com
35
Bill Allen
Third Party Back-Office Servicing
Origination Servicing
Data Conversions & Systems Consulting
ASP Lease Administration & Origination
Back-up Servicing
N/A
US / Australia
Third Party Servicing and ASP Clients include 6 Fortune 500 Companies. Other clients are bank lessors, captive finance companies and independent lessors 
6
GlobalTech Portfolio Services
2000
globaltechfinancial.com
22
Carolyn
H. Byrd
Collections, Sarbanes-Oxley Consulting, Business Process Consulting, IT Security Consulting
N/A
National
Coca-Cola Financial Corporation, Affiliated Computer Services, Optimus Financial Services.
7
JDR Solutions (c)
2001
jdrsol.com
12-15
Alan J. Zeppenfeld
Director - Business Development
(ASP) lease management software hosting, portfolio servicing, project management, consulting
N/A
International
Major manufacturing captive finance organizations, regional bank leasing company, specialty finance organization. 3,500-5,00 contracts managed.
8
Group 88 Systems Inc. (b)
1982
group88.com
10
Malcolm Tennant
IT Consulting,
Implementations, Migrations,
Data Conversions,
Custom Reporting,
Oursourced System Support
N/A
National
Confidentiality Agreements
9
Advanced Property Tax Compliance
2004
www.avptc.com (G)
10
Gary A. DiLillo
Property Tax Complience
N/A
National
See footnote (G)
10
Haws Consulting Group
1982
1901 So. Bascom Ave. Suite 1050
Campbell, CA 95008
Office: 408.369.7272
Cell: 408.375.1223
Fax: 408.369.7270
www.ptax.com (i)
10
Raymond V Haws, CEO
Lance A. Hulsey, VP
Property Tax Services
N/A
N/A
11
Barrett Management Corporation (a)
1975
barrettcapital.com
8
Barry Corn
N/A
10-20M
National
Financial Institutions; not permitted to disclose names
12
Broker Resource Solutions, LLC (j)
2007
www.brsworks.com
2
Vickie L. Rocco
Lease Broker support services including: Funding package coordination & preparation; deal structuring and other support services as requested by our broker clients.
N/A
United States
Confidentiality
Agreement
13
ECS Financial Services (e)
(formerly Edwin C. Sigel , Ltd.)
1962
ecsfinancial.com
N/A
Nancy A. Geary,
CPA, CLP 
Certified Public Accountants and Portfolio Management Services
N/A
N/A
N/A
14
OutSourcing Solutions Group, LLC.
2000
osgsolutions.com
N/A
Matt Mcfarland
Property Tax Administration, Sales and Use Tax Administration, and Property Tax Consulting
N/A
N/A
N/A

(a) Barrett offers proactive lease management/administration of commercial/consumer vehicles and lease/finance portfolios, covering insurance, titles, registrations, sales/property taxes, tickets, collections, repossessions, vehicle transportation and dispositions. Since 1975.


(b) Group 88 is a business partner of McCue Systems Inc, maker of LeasePak. With over 20 years supporting major firms in the leasing industry, Group 88 provides data conversions, system implementations, custom software development and outsourced system support.


(c) JDR Solutions, LLC., based in Indianapolis, Indiana provides back office lease/loan administration services and hosting of related accounting and portfolio management software.

Under a preferred partnership arrangement with International Decision Systems (IDS), JDR Solutions offers its "Managed Service" solutions utilizing the robust capabilities od Infolease and related software applications. JDR will soon offer IDS's next generation software, Profinia, in a hosted environment.

For more information about JDR Solutions, visit www.jdrsol.com or call:

Paul Henkel, Director of Marketing
317-251-5352 X7201
paul.henkel@jdrsol.com


(d) We also offer specialized programs for banks which want to start their own leasing operations and for vendors who want to find financing or act as lessor for their customers. We also act as a broker for end users looking for commercial equipment financing.

Sincerely,
Sharon Litwin
Vice President
Phoenix Leasing Portfolio Services, Inc.
2401 Kerner Boulevard
San Rafael, CA. 94901
(800) 227-2626 ext. 4637
slitwin@phxa.com


(e) ECS Financial Services, Inc. is one of only a few CPA firms in the United States that specializes in providing portfolio management, accounting, tax and management advisory services to the equipment leasing industry.  ECS Financial provides lease management services including accounts receivable billing and collections, preparation of monthly lease income and residual schedules, book and tax depreciation tracking, as well as guidance and a variety of useful management reports to assist management in making sound financial decisions.  ECS Financial offers accounting and financial statement compilation, review and audit services, as well as multiple state sales tax preparation, federal and state income tax return preparation, and personal property tax preparation and tracking.  Our lease management team of accountants and tax specialists are experienced in providing quality professional service in the management of lease portfolios, and their efforts are enhanced by the state of the art, industry-specific software we utilize.

ECS Financial serves clients throughout the United States .

The name has changed, but the quality service remains the same!
_______________________
Nancy A. Geary, CPA, CLP
Partner
ECS Financial Services, Inc.
Certified Public Accountants and Portfolio Management Services
ngeary@ecsfinancial.com
847-291-1333 phone
847-291-1190 fax
www.ecsfinancial.com


(f) PFSC is the largest independent commercial lease and loan-servicing company is the U.S. and is headquartered in Portland , Oregon .  PFSC provides primary/master servicing, backup/successor servicing, and consulting for lease and loan portfolios.  It currently manages over $14.0 billion in assets.  More information can be found at www.pfsc.com.


(g) Advanced Property Tax Compliance provides "best in class" personal property tax compliance services at cost effective fees. Our staff has over 60 years of experiance working with leased assets. We do complete compliance process and can tailor our service to each Lessor's unique needs, including invicing. The billing files we create interface with all lease management and accounting software. We offer our clients full disclosure, more accessibility to information, and greater on-line functionality than any other service firm in the industry. Each client has a secure FTP site where they have access to everything we do for them in the compliance of personal property taxes. Our Web Portal allows our client’s customer service departments to get up-to-the-minute tax data for buyouts, terminations, or tax bill copies and detail tax reports to support collections.

Major Clients include; LaSalle System Leasing, Evans Leasing, Summit Funding Group, Merrimak Capital, IFC Credit Corp., Greater Bay Capital, Highland Capital, Telerent Leasing, Main Street National Bank, Blackstone Capital, SolarCom World Holdings, Matsco Financial Services, Bayer Healthcare, Altec Capital, Alabama Banker's Bank, Outsource Lease, Vision Financial, VenCore Solutions, Aztec Financial, Evans National Bank

For more information about Advanced Property Tax Compliance, visit www.avptc.com or call:

Sincerely,
Gary DiLillo
President
(216) 658-5618
gary@avptc.com


(h) U.S. Bank Portfolio Services provides third party solutions and back-up/successor servicing.  Third party clients are able to focus on core competencies and avoid the expenses of creating a back office environment by outsourcing their servicing platform.  U.S. Bank Portfolio Services adds security and protection as a back-up service provider with the ability to convert any portfolio in seamless manner through advanced preparation.  


(i) Haws Consulting Group - "We have been in business since 1982 and provide property tax consulting and outsourcing services to a variety of different types of companies. We have a strong leasing background and have provided property tax management services to leasing companies for over 20 years." For more information please see our Brochure and Case Study.


(j) Broker Resource Solutions (BRS) offers document processing support services to the equipment lease broker community. Our clients are able to focus on their core business - selling and building their client list - while we handle all of the tedious details associated with putting together a perfect funding package.

Broker's who work with us have on-demand access to a highly experienced, qualified staff on an "as-needed" basis. Since we are happy to work either on a single transaction or under contract, our clients are freed from the high overhead associated with finding, hiring and training processing employees.

We work on our client’s behalf to coordinate with the lessee, vendor, insurance agent(s), funding source and any other parties necessary in order to develop and submit funding packages that are complete and fund quickly. Our extensive experience on the funding side of the business allows us to identify and resolve potential issues that can delay funding and result in lost deals. We invite you to explore our website at www.brsworks.com and contact us if you have any questions or would like more information on how to get started.

Vickie Rocco
Chief Executive Office
Broker Resource Solutions, LLC
Email: Vickie@brsworks.com
(913) 314-9038




www.leasingnews.org
Leasing News, Inc.
Saratoga, CA
kitmenkin@leasingnews.org