CFLA Technology Showcase

Leasepath

Product/Software Name

Leasepath

Product/Software Category

  • Asset Based Finance
  • Automotive Finance
  • CRM (Customer Relationship Management)
  • Equipment Finance Management
  • Front-end Financial Workflow System
  • Lease & Loan Origination and Porfolio Management
  • Lease vs. Finance Decision Tool

Product Summary

Leasepath is the premier CRM & Origination solution optimized for equipment finance. Hosted in a secure cloud environment and introducing powerful automation, predictive analytics, and online partner portal tools, Leasepath is ideal for brokers and funders with partner channels alike.

Full Product Summary

Leasepath makes origination easier.

Leasepath is a hosted CRM and equipment finance Origination system built on Microsoft Dynamics 365 for Sales. Leasepath combines the flexibility of Microsoft’s core CRM product with automation built for the equipment finance industry. Hosted by Microsoft Cloud, Leasepath provides a secure network, ease of integration with core business applications like Outlook, and worldwide accessibility.

Leasepath promises a system in which origination will flow in the manner that your users are accustomed to, while introducing powerful automation and analytics tools to increase speed, visibility, and efficiency.

Leasepath guides users through a fluid lifecycle: CRM, Origination, Credit Review, Documentation, and Funding. The result is better visibility for the entire organization, increased efficiency, more actionable data, improved customer service, and a far more intuitive environment.

Leasepath brings ease of use to critical business functions. Develop multiple quotes attached to a single deal in process, track submissions to multiple funders and easily manage responses in a single place and use system rules to determine multi-tiered decision-making. Complex issues that were once difficult to manage can be as easy as a few clicks with Leasepath.

Leasepath is committed to providing the most powerful CRM and Origination platform available, while remaining accessible to new users. Prepare for the future, secure your environment, and make origination easier with Leasepath.

Leasepath offers:

  • Origination Workflow to Streamline the Sales Process
  • Predictive Analytics with Power BI
  • Dynamic Document Generation
  • Audit Trail and Document Management Meets SEC Guidelines
  • Integrations with Back Office Systems & Credit Bureaus

Company Contact Info

Leasepath
4903 Thomas Alton Boulevard
Suite 202
Burlington, Ontario
L7M 0W8

Contact Person: Sean Scampton

Email: sean.scampton@leasepath.com

727-465-8465

http://www.leasepath.com