argitaratzailea: Turnford Systems Inc.
Test Drive motako probaldiaren iraupena: 2 ordu
Leasepath is the premier CRM & Origination (LOS) solution optimized for global Equipment Finance.
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.