CFLA Technology Showcase

TAO Solutions

Product/Software Name

TAO Solutions

Product/Software Category

  • Asset Based Finance

Product Summary

The tools to build lifelong customers. Designed as an all-in-one solution, LeaseSpark is customized to meet your business needs.

Full Product Summary

 

 

 

Designed as an all-in-one solution, LeaseSpark is customized to meet the needs of your business.

Origination & CRM:

• Create and maintain accounts, contacts, vendors, and schedule key activities with reminders and notifications
• Track deal pipeline in real-time on an interactive and visual dashboard; all within a configurable origination workflow with customized stages
• Support for hierarchical sales models allowing for roll-ups and delegation
• Built-in support for time value of money calculations essential to compute all financial characteristics of a deal

Adjudication & Booking:

• Task based view of all remaining activities to underwrite and book a deal
• Robust modeling and credit analytics including: financial spreading, configurable scoring, and storage of key financial information
• Fully configurable credit adjudication framework with multiple layers of approvers
• Powerful document creation engine allowing for the definition of forms, closing docs, insurance docs, and registration of security interest featuring fully integrated e-Signature capability

Servicing:

• Comprehensive support for ongoing billing and automated collections along with periodic PayNet reporting
• Easily prepare buyout quotations and effect necessary processing upon termination, including invoicing and accounting events
• End-of-term workflow management to ensure all requisite actions are taken
• Automated internal ledger accounting support for ongoing collections, payouts and other cash and accrual events within the business lifecycle

System Configuration:
Every company and company strategy is unique. LeaseSpark is designed with a full suite of capabilities that can work independently of one another or harmoniously.

• A cloud SaaS application that continuously delivers new features at no additional cost.
• LeaseSpark is built upon a core API framework. We will interface with the data you require.
• Modern web service-orientated architecture that’s browser-based.
• Built upon the Microsoft .NET Entity Framework technology using Google’s Angular platform.

Comments:
TAO Solutions is a global provider of automation solutions to the credit asset industry and an AICPA SOC 2 Type 2 accredited service organisation.

Company Contact Info

TAO Solutions
11 King Street West
Suite 1600
Toronto, Ontario
M5H 4C7

Contact Person: Aaron Seaton

Email: aaron.seaton@taosolutions.ca

416-309-7474

http://www.leasespark.com