Equipment Leasing and Finance Association - Equiping Business for Success


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Program Name:



CRM, Origination


Leasepath is a hosted CRM and equipment finance Origination system built on Microsoft Dynamics 365 for Sales. Leasepath combines the flexibility of Microsoft’s CRM product with automation built for the equipment finance industry. Hosted by Microsoft Cloud, Leasepath provides a secure network, ease of integration with core business applications like Outlook, and worldwide accessibility.

Leasepath promises a system in which origination will flow in the manner that fits your users, while introducing powerful automation and analytics tools to increase speed, visibility, and efficiency. Leasepath guides users through a fluid lifecycle: CRM, Origination, Credit Review, Documentation, and Funding. The end result is better visibility for the entire organization, increased efficiency, more actionable data, improved customer service, and a far more intuitive environment.

Leasepath brings accessibility and ease of use to critical business functions. Develop multiple quotes attached to a single deal, track submissions to multiple funders and easily manage responses in a single place and use system rules to determine multi-tiered decision-making. Complex issues that were once difficult to manage can be as easy as a few clicks with Leasepath.

Leasepath is committed to providing the most powerful CRM and Origination platform available, while still remaining accessible to new users. Prepare for the future, secure your environment, and make origination easier with Leasepath.

Leasepath offers:
•     Origination Workflow to Streamline the Sales Process
•     Predictive Analytics with Power BI
•     Dynamic Document Generation
•     Audit Trail and Document Management Meets SEC Guidelines
•     Integrations with Back Office Systems & Credit Bureaus of your Choice
•     Leasepath Portal connects Funders, Brokers, and Vendors through a seamless web interface

Recent Enhancements:

Leasepath Scorecard offers dynamic scoring of new opportunities, kicking off automatic processes and workflows.

System Configuration:

Leasepath is deployed through a secure, hosted Microsoft server and accessed through a web browser or mobile phone from anywhere in the world. Leasepath is integrated with your Office 365 applications and Docusign.


30700 Russell Ranch Road
Westlake Village, CA 91362United States

Web Site:


Sean Scampton
Phone: (651) 603-4491

Social Media:

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