Leasepath, the cloud-first Intelligent Workplace Finance Origination (LOS) and Customer Engagement (CRM) platform built for asset finance, announced Smarter Equipment Finance, the rapidly growing Las Vegas, NV equipment broker, has successfully adopted the flagship true cloud platform to streamline their origination and automate their sales-to-funding processes.

Smarter Equipment Finance needed more solutions that were fit for their needs as an equipment finance broker and the flexibility to configure their own options and automations. They also wanted to add efficiencies to their workflow and automate oft-repeated tasks, like document generation, to increase deal flow without needing to dramatically add to their headcount.

“Smarter needed a world-class CRM that wouldn’t hold the team back from accomplishing all they could, rather we want to enable and empower our team,” said Chet Zeken, Smarter Equipment Finance President. “We are committed to being transparent with our customers and giving them elite support, and Leasepath helps us provide that for our customers.”

Leasepath gives Smarter a centralized workplace to process applications quickly and consistently, all while using data and automation to drive the correct business process, securely pull KYC and credit data from trusted partners like Experian and PayNet. With Leasepath Funder Fit automation, Smarter’s team can instantly compare an application against their entire catalog of funding partners and determine which is the best “fit” for the deal, allowing Leasepath to automatically create the right document package with the selected funder’s paper. The platform, built on Microsoft Dynamics 365 for Sales, gives Smarter’s teammates a single view of the customer across all business units.

Like all Leasepath customers, Smarter will have the benefit of receiving Leasepath’s free quarterly feature updates and will leverage the secure Microsoft Azure dataverse and Power BI to deliver more relevant reports and more powerful business insights.

“We bring our customers all the tools needed to have an Intelligent Workplace. When they partner with Leasepath they instantly have a world-leading CRM that is tightly integrated into everyday business applications and deeply tailored for the needs of equipment finance. The Smarter team has truly made Leasepath their own by using the quick configuration capabilities to build their own rules and workflows to match their highly efficient business processes,” said Leasepath CEO Jeff Bilbrey. “Teams like Smarter make us all better by driving new ways to use Leasepath.”