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At LeaseTeam, our clients are our bottom line. That's why we make sure the lines of communication are always open between LeaseTeam and our customers. If you have a question about a LeaseTeam product or service, just ask!

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Find out how LeaseTeam can help your company streamline processes, reduce costs and improve performance during a product demo by one of our highly trained Regional Sales Managers.

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Generate Quotes & Applications

Here’s where it all begins! Every day, you need to enter new business into a system that is intuitive and extremely flexible -- a system that will let you structure the best possible terms and conditions for your company and your customer. LeaseTeam’s origination management solution allows you to easily and successfully manage this process.

The front-end solution allows you to:

Quickly and Easily Generate Transactions
Whether your employees and vendors are in the office or on the road, they can easily enter quotes and applications. The system is highly flexible, supporting unlimited assets and locations as well as all sizes of transactions. You can even tailor pricing, credit and documentation to support multiple sales channels. This flexibility results in increased productivity.

Dealing with more complex contract structures? No problem! LeaseTeam’s origination system allows you to utilize advanced pricing capabilities, including skips and steps, trade-ins, manufacturing subsidies, deferred fundings, etc.

Easily Validate Addresses
Bad addresses waste time and add to shipping and mailing costs. You need to correct and verify addresses before they enter your database.

Now you can add powerful address validation to your LeaseTeam sales origination software and benefit from the experience of Melissa Data, the leading provider of data quality solutions. Click here to learn more...

Customize Pricing Exactly as You Wish
Accurate, flexible pricing is crucial. Our origination product allows you to access pricing that leverages predefined yields and residual values to fit your company’s standards. At the same time, you can easily divert from your standards and structure a transaction on a case-by-case basis. The result: You can cater to customers’ payment needs while ensuring consistency for your company.

Process Lines of Credit
The Credit Facility tool is designed for customers who establish master agreements, credit facilities and project financing arrangements. This enables the equipment finance company to approve a transaction once, subject to specific terms and conditions, then process multiple takedowns over a period of time under the approved credit facility. This tool tracks invoice detail, paid invoices and enables the equipment finance company to easily initiate new contract schedules that involve multiple vendors and pieces of equipment delivered over a period of time.

Speed the Approval Process
Applications often require clarification, additional information, negotiation and restructuring. Why waste time e-mailing, faxing and calling others who are involved with a particular deal? Because the products are Web-based, communication is facilitated between sales, credit, operations and management, as well as business partners such as vendors and brokers. When everyone involved can see all aspects of the deal, everyone saves time.

Easily Track Commissions
Commissions can also be calculated and tracked at various levels. This flexibility gives you the ability to track commissions paid to different entities and take them all into account when calculating payments on the deal.

Generate Customizable Proposal Letters
When the terms of the quote are set, are you interested in re-entering the data into Microsoft Word to generate a proposal letter? We didn’t think so! Our origination system allows you to convert the quote directly to a proposal letter with no re-entry. What a time saver! Because this function occurs online, other users can see the proposal letter as soon as it’s completed.

View Your Current Deals
With LeaseTeam’s front-end application, you can easily track the status of quotes and applications via online logs. Customized views of all deals currently in the pipeline can be created. Whether you need to view one particular deal or see the status of all your current business, the Views will let you see exactly what you want to see, even if you’re nowhere near the office! That lets you easily stay in touch with your company’s deals.

Integrate Data to the Back-End System
LeaseTeam’s system is highly integrated. Data entered in the front end is automatically shared with the company’s portfolio management application. Since data does not have to be re-keyed, you save time and eliminate the potential for mistakes.

Integrate With Excel for Fast Asset Entry
Our Microsoft Excel integration provides a method for quick and easy entry of equipment and invoice items. Equipment or invoice item records may be modified, deleted, and added to the deal through an Excel worksheet.

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