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Leasepath provides a cloud-based finance origination and customer relationship management platform designed specifically to help asset finance brokers and individual funding institutions streamline their entire deal lifecycle effectively.
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Leasepath is a specialized solution built on the Microsoft Power Platform that helps you manage the full lifecycle of asset finance and leasing. You can track every stage of a deal from the initial lead and credit application through to documentation and funding. By centralizing your data, you eliminate manual entry and reduce the risk of errors during the high-stakes origination process.
The platform allows you to automate your unique workflows and credit scoring rules to speed up decision-making. Because it integrates natively with Microsoft 365, you can manage your pipeline directly within familiar tools like Outlook and Teams. It is designed for equipment finance brokers and lessors who need a scalable, secure way to grow their portfolio without increasing administrative headcount.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
Stop fighting with disconnected spreadsheets and manual paperwork. Leasepath gives you a unified workspace to accelerate your funding cycles and provide a better experience for your borrowers and partners.
Capture leads and process applications through a streamlined digital workflow that moves deals from prospect to funded faster.
Set up custom credit rules and integrate with third-party data providers to receive instant decision support on applications.
Generate professional lease contracts and disclosure documents automatically using your data to ensure accuracy and compliance.
Give your vendors and brokers a branded portal where they can submit applications and track deal status in real-time.
Sync your emails, tasks, and calendar events automatically so you can manage your entire pipeline without leaving Outlook.
Monitor your portfolio health and sales performance with interactive Power BI dashboards that highlight your most profitable channels.
Leasepath uses a custom pricing model tailored to your specific volume and organizational needs. You won't find a one-size-fits-all price list because the platform is configured to match your unique credit rules and workflows. You can request a personalized demo to receive a quote based on your team size and required modules.
After analyzing user experiences and industry feedback, here is what you should consider about Leasepath's specialized finance platform:
Perfect for asset finance brokers and equipment lessors who need a Microsoft-based system to automate originations and credit decisions.
Leasepath is a top-tier choice if your organization is already invested in the Microsoft 365 ecosystem and needs a dedicated tool for asset finance. You get the security of the Azure cloud combined with specialized features like automated credit scoring and partner portals that generic CRMs simply don't offer.
While the lack of public pricing means you'll need to engage with their sales team early, the potential for automation usually outweighs the setup effort. Highly recommended for mid-sized funding institutions and high-volume brokers who want to scale their operations through digital transformation.
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Main dashboard with project overview