Bill Shirer's Contact Details

Bill Shirer's Company Details

Leasepath

Thousand Oaks, CA, US • 20 - 49 Employees
Technology Consulting/Tech Services

Leasepath is the 100% Cloud-Hosted, Mobile-Enabled Asset Finance & Leasing Platform for Customer Engagement & Originations. Originating finance contracts can be a cumbersome process, with incomplete data from sales, nearly infinite pricing variables, interfaces with internal and external systems, and credit underwriting delays or inconsistent criteria.Leasepath is the solution!Leasepath Customer Engagement (CRM) enables sales to track and automate follow-ups to ensure you win more deals. Then the powerful Origination (LOS) workflow kicks in to complete a smooth process of pricing, quoting, application, and underwriting - with all parties collaborating in real time and documents both collected and created with full automation.Leasepath brings world class reliability and configurability to:Lead Management• Gather data and qualify prospects• Automate follow-up tasksOrigination Workflow• Calculate rates & payments with ease• Import credit bureau data automaticallyCredit Adjudication• Review, write-up, and score deals dynamically• Manage and track assetsDocument Automation• Automate document generation• Store documents with common sense storage toolsCustom Portals• Configure custom portals for sales, vendors, brokers, and more• Expedite communication while creating loyalty with 3rd partiesData Security & Audit• Track detailed user activity and control access rights• Easily manage compliance requirementsAnalytics & Reporting• Measure and improve processes with configurable dashboards• Automate and simplify reporting needsDigital & Mobility• Mesh people, data, & machine intelligence• Access data anytime, anywhere, and on any deviceLeasepath orchestrates the entire "sales to funding" in a single interface, seamlessly tying together marketing, general ledger, lease contract management.Visit www.Leasepath.com for more details and to connect with the Leasepath team.