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No more 20 questions a minute flying across the office, no more digging through a pile of files to find out what stage a deal is up to. The LeaseManager, workflow functionality means that key information and updates can be made available to everyone’s computer in the office giving instant clarity on the progress on their deals.
“Single input” order system to avoid duplication of effort. Once created the details are pulled through to reports and order forms alike
Easy to use Task and Diary function for sales and admin. Download PDF
A choice of three different quotation templates for each funding method or simply create your own. Download PDF
Detailed Client records with “easy view” to all their orders and quotations and full proposal details, & Document storage function. Download PDF
Bespoke Customer Order which is fully FCA compliant, and perfect for Funder audits. Download PDF
Dealer Order with your clients data protected from 3rd party prospecting, and ensuring your terms and conditions take priority. Download PDF
Internal Deal sheet that enables admin and sales to see all relevant details at a glance. Download PDF
Ingenious workflow system that enables everyone to see and track the live status of each deal

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