Duplicate Best Practices with Automated Workflows

Business Process Flow

Loan Origination

The Leasepath Loan Origination Software features provide automation of the workflow from Prospecting through Application through Credit Underwriting to Funding.

  • Define and replicate best practices for your sales team to automatically follow
  • Improve efficiency by ensuring opportunities are qualified early on in the process
  • Easy for Partners and Employees to securely and quickly start the loan origination process.

Process & Visibility

  • Workflow moves a transaction through the entire loan origination process while keeping everyone informed and automatically creating tasks for people to carry out
  • Have an audit trail for every change during the loan origination process
  • Communicate with partners in a consistent manner
  • Automated Process to move Application from Lead through Sales through Credit through Operations to Close

Line of Business

  • Create multiple Finance Structures for a transaction
  • Use Funding Fit to check best fit against Credit Policies and External Funder appetites.
  • Generate Funder specific documents
  • Automate “Packaging” of transactions
  • Easily find and view transactions from any related entity such as Asset, Insurance Details, Vendor, Broker, Sales Representative and Funding Source.