Concord is a premier technology-driven credit administration provider that serves as the essential "hub" connecting originators, lenders, and institutional investors across the consumer and commercial finance sectors.
About Concord Servicing
Concord is a leading credit administration platform that pairs high-performance servicing teams with proprietary software to manage the full lifecycle of complex loan and lease portfolios.
Founded in 1988 and headquartered in Scottsdale, Arizona, Concord specializes in managing specialty finance assets, including solar energy, home improvement, vacation ownership, and equipment finance. The company acts as a critical link in the financial ecosystem, providing the operational backbone and "system of record" for portfolios that require high-precision reporting and compliance. With over $60 billion in assets under administration and more than 5 million accounts serviced, Concord has established itself as a stable, scalable partner for both emerging fintechs and established institutional capital providers.
The company recently unified its brand—integrating its commercial lending arm, formerly known as Orion First—to provide a seamless end-to-end experience. By combining its deep industry expertise with advanced technology, such as the recently acquired Finley software for capital markets automation, Concord enables its clients to reduce delinquency rates, ensure regulatory compliance, and gain real-time transparency into their debt capital and borrowing capacity.
Products and Services
Core Credit Administration & Servicing
Primary Loan & Lease Servicing: End-to-end account management including payment processing, customer service, and early-stage collections.
Backup & Master Servicing: Provides institutional investors with security by acting as a ready-to-step-in successor servicer or overseeing third-party originators.
Default Management: Strategic collection and recovery services designed to maintain low delinquency rates even during market stress.
Capital Markets & Asset Management
Credit Facility Management: Automated borrowing base calculations, covenant monitoring, and credit agreement administration.
Collateral & Custodial Services: Management of physical and digital assets, including verification and calculation agent roles.
Investor Reporting: Sophisticated, transparent reporting and analytics for fund administration and borrowing base verification.
Technology & Innovation
ConcordLink: A proprietary, highly configurable platform that provides clients with real-time portfolio insights and secure data access.
Finley Integration: Next-gen software that digitizes credit agreements and automates post-origination workflows for banks and asset managers.
Compliance Infrastructure: Built-in systems to ensure all servicing activities meet rigorous regulatory and industry standards.
For more information please visit: concordservicing.com
Contact @ Concord Servicing
Tom Myer, SVP of Partnership and Sales| Email: tmyers@concordfinance.com
