ALL-IN-ONE LEASE SOFTWARE 
BASED ON MICROSOFT DYNAMICS

From the Quote to Contract Termination. Lease accounting, lease management and financial accounting – all in one place.

Begin using software only with the features you really need, add more functionalities later.

Can be customized and adjusted to your unique business needs. Available both on-premises and in cloud.

Microsoft family member, with Office look and feel. Certified for Microsoft Dynamics NAV.

Create quotes, do instalment calculation, create applications, prepare instalment schedule, activate Lease Contract, keep track of contract balances, terminate and close the contract.

Work with several functionalities related to the lease/loan origination process: prepare disbursement schedules, vetting checks, use special approval conditions, track customers via source of access.

Have multiple applicants or parties involved in a single application (e.g. co-applicants, guarantors, directors, partners, next of kin, etc.). The system will customize the lease processes accordingly.

List each unit on the lease application, identify with it with a unique ID, set the attributes of the asset (e.g. new or used, starting mileage, colour, etc.). You can have multiple assets on a single contract.

Automate customer credit score calculate and set credit rating. Uses highly configurable scorecard tree. The score can be dependent on any attribute of applicant/asset/application.

Automate credit decision process: when new application submitted, system runs Decision Tree logic, which gives one of three results: auto-approved, auto-declined, referred to credit officer.

Enable your equipment dealers to introduce deals via Web Portal. Dealer can make quotes for lease customer, fill in credit/lease applications on-line and submit to finance company for approval.

Create, store and distribute documents throughout lease process. Configure document templates and map to data in the system (e.g. automate Lease Contract form with data fields filled in).

Create service orders related to leased asset, order services, items from 3rd party suppliers, keep track of actual service cost and price, invoice services to customer, review and schedule Work Orders.

Calculate actual daily interest with two components: financing interest, based on outstanding receivable, and  penalty interest, based on overdue amount.

Get a pipeline, portfolio and other types of reports. Have a set of data sources presented and build custom reports with external tools (BI systems or Excel Pivots).

This feature has a leasing posting setup, i.e. mapping lease process to G/L accounts, and multiple functions for G/L posting automation: on contract activation, on instalment due, on contract termination.