CFLA Technology Showcase

Leasepath

Product/Software Name

Leasepath

Product/Software Category

  • CRM (Customer Relationship Management)

Product Summary

Leasepath is the premier CRM & Origination solution optimized for Asset Finance. It addresses Sales & Marketing, Credit, Documentation & Booking, and Customer Service. There is no software or hardware to install, maintain, or upgrade. Ideal for brokers, lessors, and funders.

Full Product Summary

Leasepath manages much more than addresses, contacts and deals.   It will automate the workflow of deals between people and teams; provide analytics and trending; role based security and views; generate necessary documents; and keep an audit trail of every change in the system.   Some highlights are:

Marketing, Sales, and Origination

  • Intelligently cleanse your data to eliminate duplications
  • Plan, execute, and measure marketing campaigns
  • Create and manage leads
  • Assign leads to team members with auto follow-up
  • Use automated workflow to move a lead into sales
  • Automatically originate deals from leads
  • Track everyone associated with the deal – vendors, brokers, funders, banks, sales reps

Credit and Risk Management

  • Reduce Credit turn-around time because deal information from sales has been verified automatically
  • Use workflow and Credit Queues to manage the deal from sales to credit
  • Assign credit conditions and decisions
  • Generate Key Ratios, Financial Quotes and Proposals
  • Keep audit trail of all changes to the deal through-out the sales and credit life cycle

Documentation & Funding

  • Generate and attach documents – Guarantees, credit write-ups, securities, credit applications, lease agreements, etc.
  • Determine best funding-fit for the deal
  • Automatically pass “won” deals to backend accounting via XML
  • Evaluate success with Leasepath’s built in key performance indicators (KPI’s)

Customer Service & Collaboration

  • Exchange opportunities with funding sources
  • Instantly see a 360 degree view of your entire business
  • Create reminders to follow up on new or expiring business
  • Communicate quickly with all customers using Marketing Lists
  • Use Leasepath Vendor and Dealer portals to integrate directly with your team

Company Contact Info

Leasepath
5500 North Service Road
Suite 308
Burlington, Ontario
L7L 6W6

Contact Person: Greg Best

Email: greg.best@leasepath.com

905-635-3105

http://www.leasepath.com