The tools to build lifelong customers
Designed as an all-in one solution, LeaseSpark is customized to meet the needs of your business.
Key features for your Business
Industry-Expert Training and Support
Transition to LeaseSpark without impacting your essential daily operations through our proven training and support model.
- We lead you during the installation process while you focus on your business.
- Honest and upfront—TAO has a strong implementation track record with a focus on providing a successful project that stays on budget.
- We’re members of the ELFA, NEFA, and CFLA. Our expertise in asset-based finance fosters a proactive onboarding process that adapts with your business.
- TAO provides hypercare support to every client for the first two months after going live.
Creative Workflow Process
LeaseSpark introduces a seamless process of creation, collaboration, and approvals with task assignment alerts that invite team members at the right time.
- Review all of your deals in progress through a centralized dashboard
- Every stage of the deal lifecycle is audited
- Receive alerts on upcoming deadlines via email or on the centralized dashboard
- Eliminate manual processes and automate all deals through the workflow engine
- Configure N number of workflows based on LeaseSpark product types
- Define workflow event triggers based on various actions in the system
Interactive Analytics and Reporting
LeaseSpark interacts with your data with analytics, dashboards and reporting that showcase the information most important to you.
- Individual customization provides each user with control of their own unique dashboard based on their needs and access level
- All reporting is user configurable. Use our reporting engine to create or edit simple or complex reports
- Track every stage of the deal lifecycle with the exact data you desire
- View live data with interchangeable widgets. Pin external websites, integrate different APIs—the choice is yours
- Export every grid to Excel or CSV with a click of a button
Partnership Integration
LeaseSpark enables the ability to address time-sensitive deals and easily communicate with business partners via the origination portal.
- Configure quotes and track your inventory through a desktop, tablet, or mobile device
- Customize and brand your partner integration experience
- Allow for instant messaging between your third-party channels and LeaseSpark end-users
- Alerts and notifications for timely application reviews
- Have confidence in every calculation—LeaseSpark uses the industry-standard TValue™ Engine
LeaseSpark is a Secure Solution With Controlled Visibility
Share deals and data through secured access. Create custom privacy settings based on roles and responsibilities.
- Easily identify deals as public, private, or shared
- Restrict or expand access in a simple dashboard configurable setting
- Hierarchy view of privacy and approvals
- Task notification based on access levels
Documentation Management
Generate document packages in bulk at every step of the deal lifecycle and use e-signing to expedite the process.
- Automate the documentation process by using template-driven functionality
- Generate a documentation package by merging several documents into one
- Initiate a signing ceremony directly within the application using OneSpan’s digital signing technology
- Easily create, print, review, and email documents in bulk
Accounting Automation
Configure and automatically trigger localized accounting journal entries at every critical step in the deal lifecycle.
- Construct your entire accounting process including your chart of accounts, account matrices, and associated posting events
- Direct communication with your external general ledger system
- Empower your finance processing with easily customized reporting
Embedded Securitization Process
Manage, construct, and valuate portfolio data sets based on specific deal search criteria.
- Use LeaseSpark’s eligibility criteria to create compliant portfolios
- Evaluate portfolio data sets based on NBV and NPV methodology
- Automate the entire portfolio management sales process
- View the entire deal and ownership sales history
- Generate asset and liability amortization schedules for each contract and the overall portfolio
- Production of monthly portfolio reporting
Learn more about our features
The LeaseSpark Origination Portal
The Origination Portal is an integrated solution embedded in the LeaseSpark ecosystem where third-parties can collaborate with LeaseSpark end-users to secure and manage deals with bi-directional communication. Watch our video to learn more.
LeaseSpark CRM Capabilities
The Customer Relationship Management module in LeaseSpark helps you closely track sales activities and metrics, manage sales teams and departmental objectives, while improving overall customer experience and support. Watch our video to learn more.
LeaseSpark Workflow
The Spark Workflow engine is a transformative end-to-end deal management feature that enables customization and automation of deal cycle stages. Automated workflows will ensure your business operations are streamlined. Let’s look at how this is achieved…
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