Document Management

Save time and eliminate errors

Document Generation tools eliminate tedious re-entry of data by enabling you to pull information from the system directly into your documents. Not only does document generation save time, but it also reduces costly errors caused by mistakes made during manual data entry. Multiple documents can be compiled into a single package allowing for different groups of documents to be sent depending on the type of deal. Documents can even be automatically generated.

document generation
Equipment leasing document management

Keep your team on the same page

Leasepath’s configurable sales workflow allows you to prevent deals with inadequate documentation from advancing by requiring that the correct documents be uploaded before allowing the deal to advance. Built-in Share Point integration allows for easier sharing and access with authorized third parties.

Download the free guide:

How Leasepath Helps Lenders Close More Deals