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.

Leasepath

από Turnford Systems Inc.