Leasepath

Leasepath makes origination easier.

Leasepath brings accessibility and ease of use to critical business functions. Develop multiple quotes attached to a single deal in process, track submissions to multiple funders and use system rules to handle multi-tiered decision-making. Complex issues that were once difficult to manage can now be as simple as a few clicks. Leasepath results in better visibility for the entire organization, increased efficiency, more actionable data, improved customer service, and a more intuitive system.

Sales & Marketing with Origination in Mind

• Structure deal flow based on your organization's processes.
• Allow users to create Dashboards for easy dissemination of information.
• Streamline the creation and management of leads and customers.
• Assign leads to team members with auto follow-up.
• Track everyone associated with the deal – vendors, brokers, funders, banks, sales reps.
• Utilize predictive analytics with PowerBI and transform your business.
• Supports the Dynamics Mobile App.

Streamlined Credit Review and Risk Management

• Structure the deal with Leasepath’s native integration to T-Value’s amortization calculator.
• Seamlessly transfer deals from sales to credit with Automation and Credit Queues.
• Review credit with Leasepath’s multi-tier decision making.
• Assign credit conditions and decisions based on unique funding profiles.
• Generate Key Ratios, Financial Quotes, and Proposals on-demand.
• Review a dynamic Audit Trail of changes to deals throughout the sales and credit life cycle.
• Track critical details of assets associated with deals and use unique depreciation profiles to review predicted exposure/risk across the life of the transaction.
• Meets and exceeds compliance needs for document and data storage.

Dynamic Documentation & Funding

• Generate and attach documents – Guarantees, credit write-ups, securities, credit applications, lease agreements, etc.
• Leasepath’s Funding Fit immediately determines the best option for selling the deal.
• Automatically pass “won” deals to the servicing or back-end software of your choice.
• Evaluate success with Leasepath’s built in key performance indicators (KPI’s).

Simplified Customer Service & Collaboration

• Integrate with critical Microsoft applications, including Outlook and Sharepoint.
• Manage relationships with partners such as brokers and vendors and receive deals directly with the Leasepath Partner Portal.
• Quickly exchange the deal with the funding sources of your choice.
• Pull credit data on multiple individuals instantly with Leasepath’s Credit Link.
• Automatically create reminders to follow up on new or expiring business.

Visit us at www.leasepath.com.