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Lease Document Management

Automate the Lease Document Management Process

  • Generate documentation from captured data.   Anything from legal agreements,
    quotes, to anniversary and welcome aboard letters
  • Email generated documents including complete deal packages directly from Leasefellow
  • Verify against the Document Checklist to ensure completeness prior to Funding

Have a complete record for accountability

  • Capture and store executed documents for future reference
  • Track Insurance details

Reduce Errors and Save Time

  • Transfer the information into your back office Systems

Origination Software Workflow

The 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 Origination process.

Process & Visibility

  • Workflow moves a transaction through the entire origination process while keeping everyone informed and automatically creating tasks for people to carry out
  • Have an audit trail for every change during the Origination process
  • Communicate with partners in a consistent manor
  • 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.
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Credit Adjudication

Increase efficiency of your Credit Adjudication process while lowering risk:

  • Use credit data to automatically “kick-off” and direct the workflow
  • Use Leasepath Funding Fit to compare a transaction against internal funding criteria and external Funding Sources
  • Reduce risk with Financial Analysis, generated Key Ratios
  • Store Net Worth, Credit Reports and Equipment Evaluations
  • LeaseFellow Credit Queues allow managers to assign deals and specific workflow to team members
  • Accountability and turnaround reporting
  • Measure Approval Ratios
  • View Analytics and Trending Reports for Policy Direction
  • Review a full audit of decisions and reasoning

What others say about us

The Man

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The ManCEOWikiTravel
Anna Vandana

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Maxi Milli

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Maxi MilliCEOMax Mobilcom
Dr. Dosist

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Dr. DosistCEODoom Inc

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