Streamline Your Origination Process, Accelerate Growth

Power up your front office operations with Leasepath Originate. Our streamlined platform simplifies and automates every step of the process, from lead generation to deal closing. Get deals approved faster, reduce errors, and empower your team to reach their full potential.

Are Manual Tasks Slowing Your Team Down?

Leasepath Originate automates tasks, makes document management a breeze, and provides real-time data to accelerate your loan origination process and boost efficiency.

Tired of chasing down approval and manually creating documents?

Leasepath Originate automates tasks and streamlines your workflow, freeing you to focus on what matters most: closing deals and providing excellent customer service. 

Are data entry errors costing your team valuable time and revenue?

With Leasepath’s cloud-based document management system, you can generate accurate packages in seconds, saving you time and money.

Do you lack visibility and real-time insights across teams?

Gain real-time insights into your loan pipeline with Leasepath’s powerful analytics and reporting. Make data-driven decisions and optimize your origination strategy for maximum success. 

From Application to Approval, Simplified.

CRM
Applications
Price Structuring
Quoting
Credit & Underwriting
Document Automation
Funding
Single Platform
CRM
Leasepath centralizes all lead information, providing a single source of truth in the world’s leading CRM – Microsoft Dynamics. This ensures efficient tracking and management of leads through intuitive dashboards and detailed account and contact data.
Applications
Leasepath simplifies the application process by seamlessly receiving and managing application details. Checklist items and workflow automations ensure consistency in data capture so all required details are collected and processed efficiently.
Price Structuring
With built-in tools for comprehensive price structuring, Leasepath allows users to easily configure finance terms, rate factors, payment plans, fees, and even commissions to ensure deals are structured accurately and adhere to credit policies.
Quoting
Leasepath streamlines quoting by automating the creation and management of quotes. Users can quickly generate, adjust, and send quotes through document automation to speed deal acceptance by applicants. Easily make many quotes and select one for acceptance.
Credit & Underwriting
Leasepath enhances credit and underwriting by integrating risk assessments and credit data from external sources. It supports multi-tier decision-making and automated credit checks, providing a thorough evaluation of each opportunity. Scorecards assist or automate decision support.
Document Automation
Automated document generation in Leasepath ensures fast, accurate and consistent paperwork. Easy-to-manage templates based on MS Word dynamically adjust based on deal specifics and permissions, reducing manual errors and improving efficiency. e-Signature is automated too.
Funding
Leasepath facilitates the final funding stage by ensuring accurate and transparent disbursement management. Detailed disbursement records, visual verification and ERP integration streamlines the transfer of funds and finalizing deals.
Single Platform
Customer Servicing Excellence start here! Leasepath Originate supports the entire finance origination lifecycle, from marketing to sales to operations and funding 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.