Customer Servicing Excellence

Leasepath Enterprise is the all-in-one platform built for equipment finance companies. This powerful platform brings together your front office operations with your back-office processes. Eliminate the inefficiencies of managing multiple systems and enjoy the seamless experience from initial contact to contract servicing.

Leasepath Enterprise was designed to elevate your customer service capabilities. With real-time collaboration and workflow automation, your team can provide faster, more accurate service.

Stop Struggling with Disconnected Systems.

Leasepath Enterprise gives your teams ultimate visibility throughout the lease management cycle.  Leasepath Enterprise automates tasks, makes document management a breeze, and provides real-time data to accelerate your loan origination process and boost efficiency.

Streamline operations

Streamline operations and break free of data silos and manual tasks with a unified platform, empowering your teams and boosting efficiency.

Delight, impress & empower

Deliver exceptional service to your customers with consistent communication and a transparent view of the entire equipment finance process.

Automate, don't accumulate

Eliminate repetitive tasks with built-in automation and the power of Microsoft Power Platform. Leverage the scalability and security of Microsoft Dynamics 365 with tools you’re already familiar with.

If this sounds familiar,
let's chat.

Request a demo

Unify Your Operations. Elevate Your Customer Service.

Booking
Interim Rent
Accounting
Invoicing
Asset Management
Collections
Insurance
Securitization
Portfolio Management
Single Platform
Booking
Automated booking from originations sources eliminates rekeying data while targeted workflows guide users in prebooking validation activities.
Interim Rent
Set up progress pays and interim rent even before final booking a contract, setting schedules or lump payment invoicing, and make modifications as delivery progresses. All accounting entries accrue to the correct assets, accounts and contract automatically.
Accounting
Full subledger accounting ensures all GL entries are captured and auditable across dynamically configure GL events, and can vary by portfolio and financial product, ensuring incredible flexibility to manage all types of lease and loan contracts with accuracy.
Invoicing
Set any invoicing schedule and automatically create invoices, send reminders and deliver electronically. Accept bulk or one-time payments, auto-reconcile and apply bank feeds and use automated queues to see exceptions.
Asset Management
Asset level financials in multi-asset contracts ensures ease of financial management and accuracy during mid-term modifications. A full asset catalog makes it easy to see every asset detail
Collections
Automatically flag contracts and accounts for collection with dynamic settings to automate the initiation. Set contracts to non-accrual, while retaining the ability to collect by building repayment plans and tracking all customer commitments accurately. When needed, move to repossession and set up case tracking to ensure accurate and compliant activity.
Insurance
Manage insurance with automated interfaces to carriers, validate coverage on assets, get coverage alerts in a dashboard to ensure you keep your assets secured, and even manage the charges automatically, making insurance another revenue center instead of an administration hassle.
Securitization
Easily filter portfolios to find contracts matching securitization criteria, select contracts to move to securitization, and set rates, servicing and residual management. Leasepath takes care of the rest, managing the accounting of each book, enabling the move of contracts into and out of servicing with ease.
Portfolio Management
Leasepath Enterprise allows for the dynamic creation of portfolios to manage books of contracts. Easily move contracts to other portfolios. Enables easier reporting and portfolio performance management through dashboards and BI visualizations.
Single Platform
Customer Servicing Excellence start here! Leasepath Enterprise represents the end to end capability for any finance organization to manage their entire sales, origination and servicing in a single integrated platform. Easy access to your data, seamless workflow between teams, and leverage of the entire Microsoft Dynamics (CRM), Teams and Office suite ensures you have technology-first solutions to your business operations. Leasepath Enterprise, with Leasepath Originate and Leasepath Power Portal enables your intelligent workplace today.
Platform for Global Equipment Finance Loan and Lease Management
Linkedin-in Youtube

Leasepath Originate

Leasepath Enterprise

Front Office

Back Office

Vertical

Resources

About

Contact us

© 2024 Leasepath.com is a product of Turnford Systems Inc.