Leasing with LeasePak

Harness the power of the Internet
•  Web-based lease origination for dealers, vendors, brokers, and your remote sales force.
•  Web-based credit application submittal, scoring, decision-making, and approval.
•  Web-enabled browser access to the full leasing lifecycle for your lease operations workforce anywhere in the world

Utilize best-of-breed pricing technology
•  Seamless integration with the industry's leading pricing systems.
•  Whether your company is offering direct finance leases, operating leases, leveraged deals, or fixed/floating rate loans, LeasePak delivers the pricing power of SuperTrump and/or Interet.

Generate, automate, and monitor contract documentation
•  Abolish redundant data input and reduce errors with LeasePak's integrated document generation.
•  Customizable automated document generation and tracking at each stage of your application and pre-booking process assures compliance with business rules, with built-in escalation and exception processes.
•  Customizable templates speed the creation of private-label lease documents including invoices and correspondence.

Centralize, integrate, organize, and validate pre-booking information
•  LeasePak's comprehensive pre-book functions enable operations to manage insurance, setup ACH and bill presentment, and execute tax compliance with a seamless interface to Vertex.
•  LeasePak lets you define user access to specific functions and fields.
•  Apply customized rules for field validation and tolerance checking.
•  Integrate your external systems, including order fulfillment, CRM and SFA.

Streamline lease booking
•  Pre-validated information flows seamlessly into your customized lease booking processes, maximizing workforce efficiencies and reducing errors.
•  Strategic reporting helps you to quickly identify acceptance bottlenecks.
•  Customizable user-level access for specified functions and fields expedites the deployment of business rules and security policy.

Expedite contract maintenance with productivity-building management tools
•  LeasePak offers everything you need to expedite decision processing.
•  User-defined credit authorization engine avoids unanticipated exposure and includes automated escalation processes.
•  Established draw-down credit limits for specific lessees expedite approvals.
•  LeasePak will streamline your application processing and contract maintenance with comprehensive workflow management tools, customizable work queues, shared cross-functional notes and date-stamped action prompting.

Exceed customer expectations with superior portfolio and asset management
•  LeasePak's comprehensive operational functions enable lessors to streamline lease management, respond to customer needs, and optimize efficiencies while maintaining full security and auditability.
•  LeasePak's built-in leasing GL reflects the actual time state of your portfolios, for responsive, accurate customer service with no lag time.

Rely on triple-level audit controls for complete integrity of financial data at every stage of the leasing lifecycle
•  LeasePak's powerful accounting engine enables real-time views of the state of your portfolios and simplifies reconciliation and auditability.
•  All changes to financial data trigger entries to the master financial record, the transaction file, and the GL, ensuring the continuous integrity of the data.
•  LeasePak's functions provide quick reversal processes that quickly and easily correct inaccurate data input.
•  Data integrity is assured by LeasePak's user-level configurability for access to system menus and options.

Support tax compliance with portfolio tax and depreciation reporting
•  LeasePak's depreciation and sales, use, and property tax reporting expedite portfolio tax reconciliation and deliver full documentation for auditability.
•  LeasePak's table-driven architecture simplifies ongoing compliance with changing tax requirements.

Access the information you need with LeasePak's unrivaled data accessibility
•  LeasePak's Open Systems Architecture, Windows user interface, and standardized enterprise database platforms combine to streamline data extraction.
•  LeasePak minimizes the need for IT resources by offering an SQL-compliant data structure that works with standard query and reporting tools.
•  You won't need costly data mining or warehousing to develop the reports you need with Access, Query, Crystal Reports, or even Excel. LeasePak's data is available when you need it.

Optimize workforce efficiency with LeasePak's workflow management throughout the leasing lifecycle
•  With LeasePak, you will experience the benefits of automated task handoff, plus dated and time-stamped tickler notes with automated assignment and escalation criteria.
•  Productivity grows, thanks to LeasePak's work queues for application processing, customer service, asset recovery, collateral tracking, collections, lease maturation, and debt management.
•  LeasePak's Notebook enables your operations team to share customer contact information for seamless information sharing across your enterprise.
•  Productivity grows, thanks to LeasePak's individually customizable Toolbar, giving each user the quick access he or she needs to the menus and functions appropriate to his or her role in the lease lifecycle.

Rest assured with LeasePak's bank-level security
•  Designed to meet the most stringent requirements of the banking industry, LeasePak's security features are customizable and comprehensive.
•  Transactions are date- and time-stamped with user identification to assure full auditability of portfolio changes.
•  Customizable access to menu functions controls each user's ability to view or change information.
•  Passwords are fully encrypted with user definable expiration and history tracking.

Work fast with LeasePak's productivity tools
•  LeasePak's cloning features enable users to quickly create templates for leases, customers, assets, and product offerings.
•  Use LeasePak's Find tool to search by asset, lease, relationship (lessee, investor, vendor, broker), phone #, serial # and many others.
•  Toolbar API enables LeasePak to synchronize with concurrently running external systems that share common record identifiers.
•  LeasePak's real-time updates and reporting minimize research and reconciliation requirements.
•  LeasePak's built-in documentation management features allow you to attach electronic copies of all documents to any lease for instantaneous document lookups without the need for expensive document imaging systems.