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Orion First Financial, LLC

Program Name:

Orion First Portfolio Servicing


Lease / Loan Portfolio Servicing


Stop wasting your time looking for software! You do not need to.

Major software systems are not a requirement to grow your business. If you are facing a major purchase, upgrade or migration decision, you have another option.

By outsourcing portfolio servicing to Orion, our clients can focus their entrepreneurial energy on their largest value – funding small business. As an alternative option to investing in software and systems, Orion mitigates inherent risks in system implementations, upgrades, and maintenance.

As a third-party servicer, we recognize our position as an extension of your operations. Our private label, back office services cover all the bases: invoicing, cash management, customer service, collections, tax processing, reporting and more.

Orion’s Client Portal provides 24 x 7 web-based access to portfolio and contract information, enabling you to monitor portfolio performance and obtain a comprehensive view of customer records. Through the Client Portal you’ll be able to:

o     Track portfolio performance on an easy-to-navigate portal dashboard
o     Tag accounts requiring close monitoring with a customizable watch list
o     Create email alerts and notifications to stay updated on portfolio activity
o     Quickly find details on obligors, including current and contracts and collections activity
o     Easily add change requests, update, or notes to obligor records
o     Access the latest customer service and collections communications
o     Locate recent payments, history, and other transaction details

We've developed a whitepaper, designed to reveal the challenges of building an in-house servicing operation, solutions for these challenges, the benefits offered by outsourcing to a third-party servicer and a cost comparison worksheet to help you evaluate your options.

Get the latest resource for finance company leaders, Orion First’s “Buy vs. Build” whitepaper, before you invest in infrastructure or software.

Download your copy at


Orion First Financial, LLC
5403 Olympic Dr NW
Gig Harbor, WA 98335USA

Web Site:


Joe Collins
Phone: (253) 857-9654

Social Media:

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