From the beginning, SalesChain has helped our customers automatically create lease portfolios and applications.  SalesChain’s credit desk is a set of tools designed exclusivity for office equipment dealers to organize  all of the necessary steps of the process within a single familiar software.  Lease financing plays a critical role in winning the transaction and controlling the customer relationship over time. That is why we focus on these key aspects of financing:

–   Integrated lease and rental rates with easy to use scenario pricing tools

–   Automated credit application submittal to one or many finance companies

–   Organized Lease origination and funding coordination tool set

–   Real-time funding expectation analytics

–   Managed portfolio upgrade workflow notifications

Leasing is Fundamental

With nearly 95% of transactions requiring financing, nearly every part of the SalesChain suite has some reference to financial services. Dealers may publish lease pricing from one or many leasing company partners, for any number of products that may include deferred payments.  Within the proposal pricing tool, users may select from the many options of finance company, products, and terms.  They may also elect to include pass through IT and CPC service billing.  To make things faster and easier for your sales team, users may utilize the “Scenario Pricing” tool to solve for target payment amount.

Credit Application submittal

When you are ready to submit a credit application for your proposal, simply click a button and send your automatically created credit application directly to the finance company (or companies) of choice.  The workflow system may be used to intelligent route applications to finance companies based on:

  • Direct new business to preferred finance company
  • Direct upgrades to existing finance company

Credit Desk

The credit desk is designed exclusively for the Leasing coordinator in your business to organize credit applications submitted to one or more leasing partner, managing buy rates and conditional approvals and declines.  There are automated communication tools are built in to notify the sales team of important actions like conditional approvals or declines.  Selecting the funding source and tracking funding details is organized and fully integrated with the delivery workflow automation system.

Funding Expectation Report

A comprehensive reporting tool providing operations and finance with a communication tool to report to ownership what deals are funding and what deals could fund.  The funding expectation utility include the option of managing Pre-Funding programs for up to 5 financing partners.