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Leasepath Enterprise is an all-in-one CRM, LOS, and CMS platform built exclusively for equipment financing.

Unify Your Entire Business & Solve Your Biggest Back-Office Problems

Funding

Leasepath Enterprise is the ultimate solution for contract funding users who need to streamline pre-book auditing and ensure compliance.

  • Automate workflows and reduce manual errors with powerful and customizable features.
  • Integrate seamlessly with your existing funding systems and tools like ERP.
  • Stay compliant with built-in security and audit capabilities.
  • Confidently scale business to handle complex and high-volume transactions.

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Accounting

Leasepath Enterprise is a powerful and flexible solution that helps accounting users streamline back-office operations and optimize workflows.

  • Set up rules and triggers to automate invoicing, billing, reporting, and more.
  • Seamlessly connect with your existing banking systems to eliminate errors and ensure accuracy.
  • Create custom reports and dashboards that suit your specific needs and preferences.
  • Swiftly adapt to change and supports multiple currencies, languages, and tax regulations.

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Operations

Leasepath Enterprise is a robust and dynamic solution that accelerates back-office operations and automates performance of best practices.

  • Save time and reduce errors by eliminating manual data entry and duplication.
  • Flexibly connect with existing systems and applications using seamless APIs.
  • Optimize processes with insights and analytics intelligently displayed in real-time dashboards.
  • Scale business with confidence and security using Microsoft cloud-based business platform.

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Customer Service

Leasepath Enterprise is a powerful solution that helps customer service users streamline their back-office operations and improve their efficiency and productivity.

  • Automate workflows and reduce manual errors with powerful and customizable features.
  • Integrate seamlessly with your existing funding systems and tools like ERP.
  • Stay compliant with built-in security and audit capabilities.
  • Confidently scale business to handle complex and high-volume transactions.

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Executives

Leasepath Enterprise is the ultimate solution that empowers executives and management to accelerate more positive outcomes with real-time business insights and collaboration.

  • Set up rules and triggers to automate invoicing, billing, reporting, and more.
  • Seamlessly connect with your existing payroll and banking systems to eliminate data entry errors and ensure accuracy.
  • Create custom reports and dashboards that suit your specific needs and preferences.
  • Swiftly adapt to changing business requirements and supports multiple currencies, languages, and tax regulations.

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Collections

Leasepath Enterprise is a comprehensive solution for collection users who need efficient and effective collateral management features.

  • Save time and reduce errors by eliminating manual data entry and duplication.
  • Flexibly connect with existing systems and applications using seamless APIs.
  • Optimize processes with insights and analytics intelligently displayed in real-time dashboards.
  • Scale business with confidence and security using Microsoft cloud-based business platform.

Learn More

How Leasepath Enterprise Helps Lenders Achieve Servicing Excellence

Explore Intelligent Workplace Features Designed for Customer Servicing Excellence

Contract Booking

Enterprise is a comprehensive solution designed to simplify and automate your financial operations. With just a single click, you can book one or more finance contracts. Enterprise then automatically generates records for payment schedules, income schedules, depreciation schedules, and other related contract information. This automation reduces manual effort, minimizes errors, and ensures accuracy in your financial records. Moreover, Enterprise provides the flexibility to book backdated finance contracts, allowing you to correct any errors in previous contracts seamlessly. Booking contracts with Enterprise empowers businesses with the ability to enhance operational efficiency, maintain accurate financial records, and ensure compliance with financial regulations.
Finance professionals looking at a screen happy about what they see.
A businessman looking at a finance invoice on his laptop and phone.

Payments

With Enterprise, you have the flexibility to enter payments manually by invoice or by contract, or robustly through Batch File Upload, catering to your business's unique needs. The system is designed to handle various payment scenarios, including unapplied payments, payments received in excess, and unidentified payments. This ensures that all your transactions are accurately tracked and managed. Furthermore, Enterprise supports auto-recurring and one-off payments through the NACHA interface and Stripe integration, providing a seamless payment experience. By leveraging the Payments features in Enterprise, businesses can streamline their payment processes, enhance accuracy, and improve financial management.

Payables

Streamline your financial operations with automatic payables generation for goods and services, effectively managing your company's short-term obligations. Enterprise also has the ability to define progress payments for these payables, providing a clear roadmap for payment completion. This not only ensures timely payments to creditors or suppliers but also optimizes cash flow management. By leveraging the Payables feature in Leasepath Enterprise, businesses can enhance their financial efficiency and foster stronger relationships with their partners.
A businesswoman typing on her laptop with imaginary gears flowing like clouds from the screen.
A view of an office setting, focused on one man in a row of colleagues who is looking intently at his computer screen.

Filings

With Enterprise, you have the flexibility to perform filings manually or leverage the power of CSC integration for continuation and termination. This dual approach caters to your business's unique needs and ensures efficient management of your filings. The CSC integration further enhances the filing process, making continuation and termination tasks seamless and straightforward. By utilizing the Filings feature in Enterprise, businesses can improve their operational efficiency, ensure accurate record-keeping, and maintain compliance with regulatory requirements.

Insurance

The insurance features in Enterprise are comprehensively designed to simplify and enhance your insurance management process. With Enterprise, you can manually enter insurance details, providing flexibility and control over your data entry. Additionally, Enterprise offers interfacing with American Lease Insurance (ALI) and Great American Insurance Group (GAIG), two renowned insurance providers. This integration allows for seamless data exchange, ensuring accurate and up-to-date insurance records. By leveraging the Insurance feature in Enterprise, businesses can effectively manage their insurance obligations, reduce administrative effort, and ensure compliance with insurance regulations.
A person stacking blocks that spells out Insurance.
Image

Accounting

With Enterprise, you can easily configure your General Ledger (GL) transactions to streamline your financial operations. Enterprise will generate GL transactions automatically whenever a financial transaction occurs, such as invoicing, payments, or adjustments. Enterprise empowers businesses to save time, reduce errors, and ensure accuracy and consistency in their financial records. Enterprise makes managing accounting processes easy and efficient.

Delinquency Management

Enterprise offers robust delinquency management features designed to streamline your collections and recovery processes. Whenever a finance contract becomes delinquent, Enterprise automatically generates a collection record. This allows collection users to efficiently follow up with customers for payments and record communications during the collection process. If a customer remains delinquent for a certain period, repossession procedures can be initiated, with repossession agents able to enter the required information directly into the system. Furthermore, if a customer files for bankruptcy, this crucial information can be recorded in Enterprise. By leveraging these features, businesses can effectively manage delinquencies, improve recovery rates, and maintain positive customer relationships.
Equipment financing professionals looking on a computer screen at pre-book audit features related to lease and loan management.
A business person place a termination letter into an envelope for mailing.

Payoffs & Terminations

Simplify asset management with Enterprise's comprehensive features for managing the buyout and termination process. Enterprise facilitates the process of buying out or returning an asset at any stage of the contract lifecycle - before maturity, at maturity, or even after the contract has matured. This flexibility ensures a smooth and efficient asset management process. Furthermore, Enterprise allows for charges related to payoff or termination to be applied either manually or automatically during the quoting process. This feature not only simplifies the financial aspects of asset management but also enhances the accuracy and efficiency of your operations. By leveraging the payoff and termination features in Enterprise, businesses can effectively manage their assets and ensure a seamless customer experience.

Amendments & Extensions

Enterprise enhances contract management with robust features for contract amendment and extension, designed to provide flexibility and efficiency in your contract management process. The amendment features allow for changes in contract terms, interest rates, payment schedules, residual amounts, and due dates, ensuring your contracts can adapt to evolving business needs. The extension features support the indefinite or defined period extension of finance contracts based on your configuration, providing the flexibility to manage contract timelines effectively. By leveraging these features, businesses can maintain accurate and up-to-date contracts, enhance operational efficiency, and ensure a seamless customer experience.
Business people at a table with laptop and overlayed are icons related to business financing.
Image of money overlayed with an image of market trends.

Securitization

Streamline securitization with features designed to simplify and automate the process of contract transfers. When contracts are securitized, Enterprise flags the contract accordingly, ensuring clear visibility and accurate tracking of securitized contracts. The system then transfers all the accounts associated with the contract to the securitization company. This seamless transfer process reduces manual effort, minimizes errors, and ensures a smooth transition. By leveraging the securitization features in Enterprise, businesses can effectively manage their contract portfolios, enhance operational efficiency, and maintain strong relationships with securitization companies.

Contract Booking

Enterprise is a comprehensive solution designed to simplify and automate your financial operations. With just a single click, you can book one or more finance contracts. Enterprise then automatically generates records for payment schedules, income schedules, depreciation schedules, and other related contract information. This automation reduces manual effort, minimizes errors, and ensures accuracy in your financial records. Moreover, Enterprise provides the flexibility to book backdated finance contracts, allowing you to correct any errors in previous contracts seamlessly. Booking contracts with Enterprise empowers businesses with the ability to enhance operational efficiency, maintain accurate financial records, and ensure compliance with financial regulations.

Payments

Enterprise is a comprehensive solution designed to simplify and automate your financial operations. With just a single click, you can book one or more finance contracts. Enterprise then automatically generates records for payment schedules, income schedules, depreciation schedules, and other related contract information. This automation reduces manual effort, minimizes errors, and ensures accuracy in your financial records. Moreover, Enterprise provides the flexibility to book backdated finance contracts, allowing you to correct any errors in previous contracts seamlessly. Booking contracts with Enterprise empowers businesses with the ability to enhance operational efficiency, maintain accurate financial records, and ensure compliance with financial regulations.

Payables

Streamline your financial operations with automatic payables generation for goods and services, effectively managing your company's short-term obligations. Enterprise also has the ability to define progress payments for these payables, providing a clear roadmap for payment completion. This not only ensures timely payments to creditors or suppliers but also optimizes cash flow management. By leveraging the Payables feature in Leasepath Enterprise, businesses can enhance their financial efficiency and foster stronger relationships with their partners.

Filings

With Enterprise, you have the flexibility to perform filings manually or leverage the power of CSC integration for continuation and termination. This dual approach caters to your business's unique needs and ensures efficient management of your filings. The CSC integration further enhances the filing process, making continuation and termination tasks seamless and straightforward. By utilizing the Filings feature in Enterprise, businesses can improve their operational efficiency, ensure accurate record-keeping, and maintain compliance with regulatory requirements.

Insurance

The insurance features in Enterprise are comprehensively designed to simplify and enhance your insurance management process. With Enterprise, you can manually enter insurance details, providing flexibility and control over your data entry. Additionally, Enterprise offers interfacing with American Lease Insurance (ALI) and Great American Insurance Group (GAIG), two renowned insurance providers. This integration allows for seamless data exchange, ensuring accurate and up-to-date insurance records. By leveraging the Insurance feature in Enterprise, businesses can effectively manage their insurance obligations, reduce administrative effort, and ensure compliance with insurance regulations.

Accounting

With Enterprise, you can easily configure your General Ledger (GL) transactions to streamline your financial operations. Enterprise will generate GL transactions automatically whenever a financial transaction occurs, such as invoicing, payments, or adjustments. Enterprise empowers businesses to save time, reduce errors, and ensure accuracy and consistency in their financial records. Enterprise makes managing accounting processes easy and efficient.

Delinquency Management

Enterprise offers robust delinquency management features designed to streamline your collections and recovery processes. Whenever a finance contract becomes delinquent, Enterprise automatically generates a collection record. This allows collection users to efficiently follow up with customers for payments and record communications during the collection process. If a customer remains delinquent for a certain period, repossession procedures can be initiated, with repossession agents able to enter the required information directly into the system. Furthermore, if a customer files for bankruptcy, this crucial information can be recorded in Enterprise. By leveraging these features, businesses can effectively manage delinquencies, improve recovery rates, and maintain positive customer relationships.

Payoffs & Terminations

Simplify asset management with Enterprise's comprehensive features for managing the buyout and termination process. Enterprise facilitates the process of buying out or returning an asset at any stage of the contract lifecycle - before maturity, at maturity, or even after the contract has matured. This flexibility ensures a smooth and efficient asset management process. Furthermore, Enterprise allows for charges related to payoff or termination to be applied either manually or automatically during the quoting process. This feature not only simplifies the financial aspects of asset management but also enhances the accuracy and efficiency of your operations. By leveraging the payoff and termination features in Enterprise, businesses can effectively manage their assets and ensure a seamless customer experience.

Amendments & Extensions

Enterprise enhances contract management with robust features for contract amendment and extension, designed to provide flexibility and efficiency in your contract management process. The amendment features allow for changes in contract terms, interest rates, payment schedules, residual amounts, and due dates, ensuring your contracts can adapt to evolving business needs. The extension features support the indefinite or defined period extension of finance contracts based on your configuration, providing the flexibility to manage contract timelines effectively. By leveraging these features, businesses can maintain accurate and up-to-date contracts, enhance operational efficiency, and ensure a seamless customer experience.

Securitization

Streamline securitization with features designed to simplify and automate the process of contract transfers. When contracts are securitized, Enterprise flags the contract accordingly, ensuring clear visibility and accurate tracking of securitized contracts. The system then transfers all the accounts associated with the contract to the securitization company. This seamless transfer process reduces manual effort, minimizes errors, and ensures a smooth transition. By leveraging the securitization features in Enterprise, businesses can effectively manage their contract portfolios, enhance operational efficiency, and maintain strong relationships with securitization companies.

    Leasepath is the intelligent workplace solution for Customer Engagement (CRM) and Origination (LOS) built exclusively for asset finance industry, serving Banks, Independent Finance, Captive Finance and Brokers. Leasepath leverages the Microsoft Power Platform to provide a proven, quick to implement, cloud-first solution with pre-built automation, pricing tools, amortization calculators, asset management, and integrations with credit bureaus and other mission critical applications. With customers spanning North America and the UK, Leasepath is the preferred choice to equipment finance businesses to win more, risk less, and profit more.

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    Equipment Leasing and Finance Association (ELFA)Member of cflaNational Equipment Finance Association (NEFA)American Association of Commercial Finance Brokers