Thinking About a Web Portal? Start Here!

Download our free white paper to understand the purpose, potential, and planning of customer and dealer portals in equipment finance.

Why This White Paper Matters

If your business doesn’t yet have a portal for customers or dealers, now’s the time to evaluate what you’re missing. This white paper gives you the background, definitions, and direction you need to make an informed move—without the jargon or sales pitch.

What’s Inside

This white paper walks you through:

  • A Brief History – Why portals have become essential in equipment finance
  • Definitions & Functions – The difference between customer-centric and dealer-centric portals
  • Must-Have Features – What every effective portal needs to succeed
  • Putting It All Together – How to start planning your own portal with confidence

Download the White Paper

About JDR Solutions

JDR Solutions helps banks, captives, and manufacturers in the equipment finance industry work smarter with outsourced services including portal development, portfolio management, Customer Service & Collections.