Premier Las Vegas equipment finance broker implements Leasepath
Westlake Village (May 04, 2023) — Leasepath, the cloud-first Intelligent Workplace Finance Origination (LOS) and Customer Engagement (CRM) platform built for asset finance, is announcing that Smarter Equipment Finance, the rapidly growing Las Vegas equipment broker, has successfully adopted the flagship true cloud platform to streamline their origination and automate their sales-to-funding processes.
Smarter Equipment Finance needed more solutions that were fit for their needs as an equipment finance broker and the flexibility to configure their own options and automations. They also wanted to add efficiencies to their workflow and automate oft-repeated tasks, like document generation, to increase deal flow without needing to dramatically add to their headcount.
“Smarter needed a world-class CRM that wouldn’t hold the team back from accomplishing all they could, rather we want to enable and empower our team,” shared Chet Zeken, Smarter Equipment Finance President. “We are committed to being transparent with our customers and giving them elite support, and Leasepath helps us provide that for our customers.”
Leasepath gives Smarter a centralized workplace to process applications quickly and consistently, all while using data and automation to drive the correct business process, securely pull KYC and credit data from trusted partners like Experian and PayNet. With Leasepath Funder Fit automation, Smarter’s team can instantly compare an application against their entire catalog of funding partners and determine which is the best “fit” for the deal, allowing Leasepath to automatically create the right document package with the selected funder’s paper. The platform, built on Microsoft Dynamics 365 for Sales, gives Smarter’s teammates a single view of the customer across all business units.
Like all Leasepath customers, Smarter will have the benefit of receiving Leasepath’s free quarterly feature updates and will leverage the secure Microsoft Azure dataverse and Power BI to deliver more relevant reports and more powerful business insights.
“We bring our customers all the tools needed to have an Intelligent Workplace. When they partner with Leasepath they instantly have a world-leading CRM that is tightly integrated into everyday business applications and deeply tailored for the needs of equipment finance. The Smarter team has truly made Leasepath their own by using the quick configuration capabilities to build their own rules and workflows to match their highly efficient business processes,” said Leasepath CEO Jeff Bilbrey. “Teams like Smarter make us all better by driving new ways to use Leasepath.”
About Smarter Equipment Finance
Smarter Equipment Finance helps business owners obtain the knowledge they need to make informed finance decisions for their business. Smarter tells their customers the truth, the whole truth, and nothing but the truth, even if it’s hard to hear. Smarter promises their customers all the information they need to find the right solutions for their business, and you get to decide whether your purchase makes sense for your business or not. With core values of honesty, transparency, and hard work, Smarter Equipment Finance is your friend in finance. Learn more at www.smarterfinanceusa.com.
Leasepath is the Intelligent Workplace platform for Customer Engagement (CRM) and Origination (LOS), purpose-built exclusively for the equipment finance industry. Leasepath is powered by the Microsoft Power Platform to provide a proven, cloud-first solution complete with configurable, dynamic, automated solutions for pricing, amortization calculation, asset management, tax, documentation, and integration with mission critical applications like e-mail, e-signature, and KYC credit and data providers. Leasepath is the preferred choice for equipment finance businesses to win more deals, risk less, and profit more. One of the Inc. 5000’s fastest growing companies in the US, Leasepath serves Banks, Independent Finance, Captive Finance, and Brokers across North America, the United Kingdom, and Australia. Learn more about Leasepath by visiting www.leasepath.com.