ELFA - Equipment Leasing and Finance Association - Equipping Business for Success

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Program Name:



CRM, LOS, CMS, End-to-End Lease Management, Partner/ Vendor Portals


Leasepath is a Microsoft Dynamics-based platform for brokers, finance firms, captives, and banks. Ensuring full visibility across portfolio lifecycles, Leasepath optimizes operations for peak efficiency.
Utilizing the Microsoft Power Platform, Leasepath enables swift deployment, automation, pricing tools, and asset management to streamline processes, boosting profitability and mitigating risks.
Experience a user-friendly CRM with minimal training. Pre-built features enhance productivity and foster growth. Leverage Microsoft AI within Leasepath for task automation and performance optimization in a secure environment.
Manage assets, pricing, and credit bureau integration seamlessly with Leasepath, backed by Microsoft's security and reliability, allowing focus on client relationships and business expansion.
Tailor Leasepath to various workflows, from front-end sales to back-end operations, streamlining operations across industries with its intelligent workplace solution.

Key Offerings:

Swift Origination via Cloud Platform
Low-Code Mobile Tools
Sales Process Streamlining with Checklists
Funder Profiles for Deal Matching
Dynamic Asset Records
Automated Credit Checks and KYC Searches
Integration with Contract and Ledger Solutions
Seamless Exposure Tracking
Audit Trail and SEC-Compliant Documentation
Vendor and Broker Collaboration Portal
Pricing Tools and Amortization Calculators
Advanced Security and Compliance Features

Recent Enhancements:

- Leasepath Enterprise, the end-to-end solution consolidating front and back office operations into a single, comprehensive platform.
- Streamlined solutions for syndications and securitizations
- APIs with partners like IDology ID Verification, LexisNexis Emailage, Microbilt, 700Credit, Stripe, Great American Insurance, Google etc.

System Configuration:

Leasepath is deployed on the Microsoft Azure Cloud, embedded within the Dynamics 365 for Sales platform. Customers own their data and environments. Administrators manage their own tenants, and users access with single sign-on Microsoft credentials.


30700 Russell Ranch Road
Westlake Village, CA 91362United States

Web Site: www.leasepath.com


Sean Scampton
Phone: (651) 603-4491
Email: sean.scampton@leasepath.com

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