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powerful tools that help increase productivity

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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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Import Manager

Import Manager eliminates double entry by importing data from third-party software into our back-end system, bringing in the basic information to create a customer record, book a deal and/or add equipment to inventory. For those lenders buying blocks of business, the Import Manager tool can be enormously helpful.

HOW?
The tool is designed to import information from a comma delimited (ASCII) file into new or existing system databases. The Import Manager options include contract file, equipment file, step schedules, guarantor and customer file imports.

The customer and contract imports are designed to make one new record for each line in the comma delimited file. The equipment import is designed to allow multiple pieces of equipment on one contract or multiple, off-contract pieces of equipment. The creation of new addresses for alternate locations for a single customer can be automated through the import process.

Key Benefits

Saves time because duplicate
entry of information is eliminated.

Provides a more efficient process for adding multiple records in a single process.

Allows you to use existing front-
end software and export the files to LeaseTeam's back-end system.

Allows you to import step
payment schedules.

Allows you to easily convert
a purchased portfolio into your existing LeaseTeam system database.

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