With its powerful workflow design feature, you can tailor the system to your business needs, including role-specific processes and custom screen designs for each workflow step.
Design your own unique workflow and associated users with functional roles based on the way you do business.
Automatci booking fo lease and loan contracts into LeaseComplete eliminate duplicate data entry and errors, ensuring the booked contract match the signed documentation.
Custom field-level calculations ensure continuity of credit adjudication practices unique to your organization.
Workflow driven credit verification including interfaces to Experian, Equifax, Trans Union, and Paynet.
Simplified work queues ensure nothing is overlooked and provides a quick way to measure progress.
Upload and store external attachments such as financial statements, tax returns, bank statements, corporate resolutions, etc.
An efficient way to keep track of and manage all your follow up items. Allows teams to collaborate more effectively by enabling the assignment of tasks between users.
Provides a comprehensive view of all related credit applications and quotes with the ability to edit or create new credits quickly and easily.
Provides users an organized view of applications assigned to them as well as those available for work, allowing a streamlined process to efficiently manage their workflow.
Provides users with a one-stop shop for both prospect and vendor management. Helps streamline the lead acquisition process and create efficiencies in customer relationship management.
Provides users with a flexible and customizable way to send emails to internal or external recipients.This allows for efficient and tailored communication throughout the entire system.
Makes it easy to generate custom documents and forms. Documents may be assigned to categories based upon the lending products used, and emails may be sent directly from the documents page of the system.
Makes it easy to stay organized and up-to-date on system events and helps streamline communication and keep all stakeholders informed in a timely manner.
Makes it easy to collect and store external documents ensuring that all required documents are available and easily accessible.
Increase efficiency and accuracy while freeing up users to focus on other tasks by making it easy to quickly run third-party integrations when needed.
Gives users the ability to quickly and easily create custom reports. This helps ensure that users can quickly and easily access the information they need.
Provides users the ability to control who has access to various modules, programs, and other components in the system, ensuring that only authorized users have access to sensitive information.
Allows users to easily define calculations based on base system and custom fields. This ensures that users are able to accurately calculate any desired variables while keeping up with changing requirements.
Makes it easy to add and customize user-defined fields throughout the system offering users control over their data and make changes quickly to meet their needs.
Gives the ability to customize screens and ensures that information is tailored to the needs of the personnel while protecting sensitive data from unauthorized view.
Easily move data from quotes to credit applications and save time and ensure accuracy.