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LeaseTeam's equipment finance lifecycle management software flexibly manages a contract from lead management through termination. It is designed with a workflow orientation that focuses on standard business processes, integrating the data required by those processes and automating, tracking and streamlining processes intuitively, by each individual end user.

LeaseTeam's Solution Wheel profiles our complete solution begining with a robust CRM for lead management through to end-of-lease processing.

CRM

CRM

  • Lead tracking
  • Opportunity management
  • Pipeline management and reporting
  • Sales territory management
  • Task follow-ups and reminders
Origination Mgmt/Pricing

Origination Management/Pricing

  • Trade style business partner portal
  • Highly configurable entry forms
  • Robust structure and pricing capabilities
  • User defined proposal letters
  • Line of credit processing
Credit Adjudication

Credit Adjudication

  • Flexible work queues
  • Real-time customer exposure
  • Scorecard and auto-decisioning
  • Credit report integration
  • Notes, conditions and decision tracking
Document Mgmt

Document Management

  • Configurable forms library
  • User definable document packages
  • Electronic signature capabilities
  • Document check list and status tracking
  • Online accessible document storage
Booking Preparation

Booking Preparation

  • Forced place insurance
  • File UCCs Electronically
  • Vendor payment processing
  • Contract finance preparation
  • Interim calculations and billing
Portfolio Mgmt

Portfolio Management

  • Manage robust set of financial products
  • Asset based processing
  • Midterm adjustments and rollovers
  • Efficient end-of-term capabilities
  • Complete accounting of lease and loan contracts
Portfolio Servicing

Portfolio Servicing

  • Stream-lined bill creation and presentment
  • Robust cash management capabilities
  • Process late fees, write offs and credit memos
  • User defined collections and processing
  • Robust collection dashboard
Compliance and Risk Mgmt

Compliance and Risk Management

  • Sales tax calculations, reporting and jurisdiction selection
  • Property tax calculations / reporting
  • Database audit tools
  • Robust user authentication and password rules
  • Integrated active directory authentication
Reporting and Analytic Tools

Reporting and Analytic Tools

  • Ad-hoc report capabilities
  • 200+ stand-alone reports
  • Scheduled report distribution via e-mail
  • Business intelligence and analytics
  • Simplified reporting through the data-mart