Win faster. Profit more. With Leasepath Broker Edition.
Frictionless deals and better funder relationships
Get the right deal to the right funder faster. Leasepath Broker Edition gives equipment finance brokers one place to capture, price, package, document, submit and track opportunities, so you spend less time on busy work and more time getting deals funded.
Purpose-built for broker-only teams of up to 10 users.
Purpose-built for independent and growing
equipment finance brokerages
Designed for brokerage teams of up to 10 users, Leasepath Broker Edition brings customer relationships, deal activity, and workflows into one connected workspace.
Owner-led Brokerages
Bring customer relationships and transaction activity together without adopting technology built around enterprise lender operations.
 Growing Broker Teams
 Create a more consistent workflow as additional originators, customers and opportunities are added.
Loan Originators
 Keep relationships, deal activity, tasks and next steps connected in the same workspace.
Broker OperationsÂ
Keep relationships, deal activity, tasks and next steps connected in the same workspace.
Deals should not be scattered across your inbox, spreadsheets and CRMÂ
Equipment finance brokers compete on responsiveness, but they also compete on funder relationship. As volume increases, spreadsheets, disconnected CRM tools, emails, and standalone pricing tools make it harder to keep good opportunities moving. Leasepath Broker Edition brings the work surrounding the transaction together so you can spend less time reconstructing the deal and more time moving it forward. Â
Manage relationships and pipeline
Keep leads, accounts, contacts, opportunities, activities and tasks connected so your team can see where each deal stands and what needs attention next.
CRM-connected · Broker-focused
Price it. Quote it. Keep it moving.
No jumping between CRM, spreadsheets and standalone pricing tools. Capture equipment details, structure financing, develop quotes and keep supporting documents connected to the opportunity.
Equipment context · Pricing visibilityÂ
Give customers (or dealers) an easier way to apply
No PDF transcription. No guessing where the deal came from. No separate intake process. Use Quick Apply to provide a mobile-friendly application experience without requiring a login, reducing reliance on PDFs, email attachments and manual data re-entry.
No login · Mobile-friendlyÂ
Keep submissions and responses organized
Bring transaction information and documents together as you prepare funder submissions and maintain visibility into approvals, declines and requests for additional information.
Organized · Visible · ActionableÂ
Leasepath has been built around the workflows of equipment finance. Broker Edition brings that experience into a workspace designed for smaller broker organizations.Â
Know which funders are helping you win.
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Create standardized funder submission packages and submit by email or direct API where available.
Track every submission, response, approval and decline.
See Look-to-Book ratios and Approval ratios.
Track applications submitted, won and lost.
Understand overall performance by funder.
Collect required applicant and vendor documents, including signed application, through the secure portal.
Understand which funders are helping you win.
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Built for independent equipment finance brokerages with up to 10 users.
Built for small equipment finance brokers with up to 10 users, originating asset, equipment or working-capital transactions, who need to package credit-ready submissions without having final credit authority, do not hold paper or discount deals, and expect funders to write final contract documents. Owner-led Brokerages
Leasepath has been built around the workflows of equipment finance. Leasepath Broker Edition brings that experience into a workspace designed for smaller broker organizations.Â
LET'S TALKFrequently asked questions
What is Leasepath Broker Edition?
It’s a full CRM (Microsoft Dynamics), Originations, Pricing and Funder collaboration solution. Leasepath Broker Edition is a connected workspace designed around how equipment finance brokers manage customer relationships, opportunities, equipment, pricing, quotes, applications, documents and funder activity.
Can I submit a deal to multiple funders?
Leasepath Broker Edition makes it easy to select multiple funders and automatically build funder packages, submit and then track each submission status through to closure.
How is Broker Edition different from a generic CRM?
A generic CRM can track contacts and opportunities. Leasepath Broker Edition, built on Microsoft Dynamics for Sales, adds equipment finance context around the deal, including equipment details, finance structure, pricing, quoting, documents, application intake and funder workflow. And it’s your full CRM; no need to buy another one ever again.
How does Quick Apply support the broker workflow?
Quick Apply gives customers a mobile-friendly way to submit financing information and supporting documents without creating a login. The structured application experience helps reduce PDFs, email attachments and manual data re-entry as the deal moves into Broker Edition.
Can applicants, dealers and vendors submit applications directly to me?
Using the available Quick Apply portal, easily send a link to anyone so they can start their own application or complete your partial application with signatures and document uploads.
Can I see which funders approve the most business?
Use the Funder Dashboard to quickly see your relationship summary with any funder, or drill down into a specific funder to see lists of all active, lost and won deals quickly. documents, application intake and funder workflow. And it’s your full CRM; no need to buy another one ever again.
Does Leasepath Broker Edition connect with my other desktop tools?
Because it’s built on Microsoft Dynamics, your email, SharePoint and Teams are all connected. Seamless integration has never been easier.