LeaseComplete is our industry leading, comprehensive back-office solution for lease and loan portfolio management. The system features:
Our system offers detailed tracking and management of contract changes, financial history, billing history, edit history, and provides a comprehensive audit trail. LeaseComplete's user-friendly interface is designed to keep all critical information at your fingertips, with a tracking bar that flags alerts, reminders, attachments, comments, and workflow checklists.
LeaseComplete goes beyond being just a management tool by offering an extensive asset management module. This feature allows for the tracking of unlimited assets per contract, across multiple locations. It includes asset depreciation booking, asset equipment specs customization, and detailed asset inventory tracking. Plus, it even allows for the management of the property tax at the asset level!
LeaseComplete's Insurance Management modules offer a comprehensive solution for tracking and managing insurance policies, carriers, and agents. With the ability to attach images of insurance certificates directly to the policy record, users gain immediate access to vital information without the need to sift through paper files or other digital folders. The system's centralized location for insurance agent and company data reduces redundant input and ensures up-to-date information, while also facilitating efficient renewal follow-ups. Enhanced queuing and notifications for policy expirations, cancellations, and coverage deficiencies allow for prioritized attention based on various parameters, making the insurance management process more efficient and effective.
LeaseComplete is an exceptional asset management solution that streamlines funding, payoff, preventative maintenance, and billing processes. It simplifies complex tasks like maintaining funding lines, reconciling note balances, and automating bank rate tables, and it offers a wizard-driven process for accurate and swift note payoffs.
LeaseComplete's Collections Module offers an integrated, comprehensive solution for managing delinquent, legal, bankrupt, and other specially classified contracts. Leveraging the power of automated worklists, customizable queues, and real-time contract-level accounting data, the module facilitates a more effective and efficient collections process.
The suite also includes an innovative Preventative Maintenance Module that ensures all necessary services and repairs are conducted and funded, thereby preserving asset value and enabling the quick release of equipment. LeaseComplete's Preventative Maintenance (PM) Billing feature enables you to create a deposit plan that invoices an "escrow" component to your customer, and it provides multiple billing options tailored to suit individual needs. The PM Service List helps schedule service and repairs, while the PM Statement issues reminders and notifications based on pre-determined service schedules.
LeaseComplete's Document Management Module significantly enhances document management capabilities, offering an efficient and intuitive platform for uploading, attaching, and accessing various agreement types. The module supports a vast range of file types, from PDF documents, Microsoft Office files, to images and videos, and provides an unlimited capacity for creating image records. Advanced search functionalities enable users to easily locate documents based on multiple parameters. The system also excels in ensuring data security, granting document access only to authorized personnel. Overall, the Document Management Module streamlines document management, saving time and improving workflow efficiency.
LeaseComplete’s Reporting Engine provides real-time, robust reporting with over 700 standard reports covering a wide spectrum of categories. With an intuitive Report Admin function, you can manage report parameters, customize public reports, and control access. The built-in Report Scheduler automates report generation and distribution, saving you time and effort. And, the unique 'Report Checklists' feature allows you to link reports to specific screens for quick, one-click access. Equip your business with LeaseComplete for a smoother, more efficient leasing operation.
LeaseComplete's Screen Painter and Wizard features bring an unprecedented level of customization and ease-of-use to the platform. The Screen Painter allows for tailored screens according to an organization's specific needs, including altering field names, layout, and entry requirements via a simple drag-and-drop interface. Simultaneously, the Wizard feature simplifies complex operations by providing step-by-step guidance for tasks such as contract booking, termination, payoff choices, and due date changes. These features together contribute to a more efficient and user-friendly experience, reducing potential errors and enhancing productivity.
LeaseComplete's robust security features offer a high degree of control and flexibility, ensuring data protection and maintaining SOX-compliance. By establishing unique user groups, each with tailored access permissions, the platform can accommodate a variety of roles within an organization. These security settings extend to screen-level basis, field-level, and report-level, effectively managing data access and mitigating the risk of unauthorized changes. Furthermore, an audit trail preserves a history of security changes for reference and accountability purposes. These comprehensive measures reinforce a strong security structure while still ensuring ease of use and configurability.