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Lease Origination & Funding Tool

Finance and funding tools built for the digital age and blended deals.

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What is LOFT?

It’s the culmination of all of the details entered into the SalesChain system from leasing to quoting to documentation: Helping you complete the deal and get funded.  It’s the final step in the leasing workflow, and the one that eliminates the most manual work.

At a glance:

  • Handles bundled deals
  • Creates billing pools and schedules
  • Generates the funding packet, but also submits the information digitally
  • New User interface
  • Submits complete packages directly to finance companies
  • Works with all your major FCOs
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Complete Deal Data Populates Automatically from SalesChain

Most funding breakdowns happen because deal data gets rebuilt by hand somewhere between quoting and submission. LOFT pulls from what’s already in SalesChain. Nothing gets re-keyed or reinterpreted along the way.

  • Quote data flows directly into the funding structure
  • No duplicate entry between the deal and the funding package
  • One source of truth from first proposal through funded contract
  • Fewer corrections, fewer delays, fewer calls to the leasing desk

Create Complex Billing Pools and Schedules Automatically

If you’re selling a deal with multiple meters, let alone services or non-metered equipment, a standard worksheet isn’t going to cut it. LOFT builds billing pools automatically or manually, with no cap on how complex the deal gets. This is a manual process that takes hours today, done with the click of a button.

  • Unlimited billing pools – no 50-item spreadsheet ceiling
  • Auto-generates pools from meter and rate logic
  • Correctly separates metered and non-metered assets
  • Handles service contracts, managed services, and equipment billing in one deal

Tools to Easily Assemble the Document Packet

Assembling a funding package used to mean printing, signing, scanning, and recompiling. LOFT keeps every generated document tied to the deal and puts the package together for you.

  • All generated documents automatically associated with the SalesChain Order are available to send or omit
  • Upload additional documents directly into the deal
  • Split and organize combined PDFs without leaving the platform using LOFT’s built-in document parser
  • Submit a complete, organized package – not a folder of attachments

One Submission Process, Any Finance Company

LOFT delivers the full funding package – billing pools, deal structure, and documents – directly to your finance company in a digital JSON format that can go right into their back-end systems. Less back-and-forth via email and faster funding.

  • Works with all FCOs regardless of their internal systems
  • Structured data submission reduces interpretation errors on the FCO side
  • Fewer resubmissions from incomplete or inconsistent packages
  • Shorter gap between submission and funded contract
  • Failsafe measures send the packet via email if the API is down or unavailable to keep your business moving

Reconcile your deal between SalesChain, eAutomate, and your Finance Company

When the deal is done, SalesChain’s Sales Order Push creates the sales order e-Automate using the same data the deal was built on. Your admin team isn’t re-entering anything after the fact, and the system handles reconciling details like escalations.

  • The SalesChain Order is Pushed into eAutomate as a Sales Order
  • Financial records in e-Automate match the actual deal
  • Less cleanup work once the contract is booked
  • One continuous workflow from deal creation through eAutomate booking

Ready for Where Your Business Is Going

Dealers aren’t just selling copiers anymore. Managed print, IT services, connectivity, bundled contracts… LOFT handles all of it today, and it scales as your deal mix keeps evolving.

Benefits:

  • Built for bundled hardware, software, managed IT, and recurring services
  • Supports pass-through billing components including click charges
  • Handles the full range of deals your team is already quoting
  • The final step in SalesChain’s end-to-end leasing workflow
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Ready to Streamline Your Business?

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Office: 61 Mattatuck Heights Rd, Waterbury, CT

Mailing Address: 9 Union Square, Ste 110, Southbury, CT

Call Us: (203) 262-1611

Email Us: support@saleschain.com

 

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