Increase efficiency of serving your customers by 2x, 3x and more with Soft4Leasing
Increase efficiency of serving your customers by 2x, 3x and more with Soft4Leasing
using context dependent predefined document templates and document check-list
with a tight relation between the G/L and Lease contracts; one-off cost and revenue deferrals and recognition over the lease period
with budgeting features and Analysis per Dimensions
with the General Portfolio Report analyze profitability per many dimensions
having consistent data throughout entire leasing process
using automated overdue control and periodic customer financial statement analysis.
Easily manage the entire leasing process — from the lease quote through the entire contract to reporting
Create quotes, do instalment calculation, create applications, prepare instalment schedule, activate Lease Contract, keep track of contract balances, terminate and close the contract.
Work with several functionalities related to the lease/loan origination process: prepare disbursement schedules, vetting checks, use special approval conditions, track customers via source of access.
Have multiple applicants or parties involved in a single application (e.g. co-applicants, guarantors, directors, partners, next of kin, etc.). The system will customize the lease processes accordingly.
List each unit on the lease application, identify with it with a unique ID, set the attributes of the asset (e.g. new or used, starting mileage, colour, etc.). You can have multiple assets on a single contract.
Automate customer credit score calculate and set credit rating. Uses highly configurable scorecard tree. The score can be dependent on any attribute of applicant/asset/application.
Automate credit decision process: when new application submitted, system runs Decision Tree logic, which gives one of three results: auto-approved, auto-declined, referred to credit officer.
Enable your equipment dealers to introduce deals via Web Portal. Dealer can make quotes for lease customer, fill in credit/lease applications on-line and submit to finance company for approval.
Allow your finance brokers to introduce deals via Web Portal. Broker can create quotes, applications, submit them to finance company for approval online. Broker portal allows keeping track of application process, settled contracts and activity report.
Have master records of equipment dealers, finance brokers, i.e. parties who introduce new lease applications. This module allows multi-branding, grouping of dealers, dealer authorization and several other related functionalities.
Create, store and distribute documents throughout lease process. Configure document templates and map to data in the system (e.g. automate Lease Contract form with data fields filled in).
Sign lease agreements/credit contracts and other related documents (direct debit mandate, etc.) electronically. The functionality allows for multiple signer (borrower, co-borrower, guarantors, lessor).
This feature has a leasing posting setup, i.e. mapping lease process to G/L accounts, and multiple functions for G/L posting automation: on contract activation, on instalment due, on contract termination.
The system supports two methods of forex rates – closing rate or historical rate. Financing currency is bound to Financial product, for example “Finance leases in EUR”, “Finance leases in USD”.
Calculate actual daily interest with two components: financing interest, based on outstanding receivable, and penalty interest, based on overdue amount.
The module has set of functions for “sell of receivables” or “securitization” process management. Solution allow for multiple funders/trusts: funder master records, sell/un-sell batches, funder collections function.
Create service orders related to leased asset, order services, items from 3rd party suppliers, keep track of actual service cost and price, invoice services to customer, review and schedule Work Orders.
Get a pipeline, portfolio and other types of reports. Have a set of data sources presented and build custom reports with external tools (BI systems or Excel Pivots).
Manage financial transactions and types of debtor finance, quickly and easily
The Solution has full integration with a Factor financial accounting system and General Ledger module.
Create, store and distribute documents throughout the factoring process. Produce factoring documents automatically, configure document templates and map to data in the System.
Calculate the exchange rate associated with the date on the transaction for each conversion of a currency amount to a local amount. Save historical exchange rates in the exchange rate table to keep track of fluctuations over a period of time.
Manage Factoring Agreements throughout the whole lifecycle: attach factoring product, create and approve factoring contracts; upload legal documents to a factoring agreement.
Calculate interest on the debt balance and recalculate interest in case of partial early repayment of debt. Benefit from automation function for calculating overdue penalties, as well as allocated, outstanding, and released reserve amounts.
Easily drill down to G/L transactions for every calculated and posted figure in the system. The built-in platform features enable to export every single internal report or view to Excel, Word or PDF.
Select your industry to find out how Soft4Leasing can simplify your business
Manage your equipment leasing operations throughout your company, from the front office to the back office. Suitable for all types of equipment: office equipment, heavy equipment, IT equipment, farm equipment, etc. Manage funding, enjoy data integrity and consistency, improve your customer service.
Manage your automotive leasing business efficiently with all-in-one auto leasing software. Increase front office productivity by providing quick quotations, prepare a quote for a customer over the telephone using pre-set conditions in the system and the user-friendly self-explanatory system interface, automate your leasing processes and expand your business.
Manage various term loans: equipment loans, real estate loans, working capital loans, etc. with Soft4Leasing loan management software. All-in-one lending software solution covers the entire loan cycle from loan origination to loan termination. Benefit from cash-flow forecast, floor-plan funding functionality, ALM asset-liability management, and cost of funding per each lease to manage funding.
As Real estate financing is a long-term process, it requires headache-free management process. Manage your real estate financing business efficiently with all-in-one real estate financing software. In case you are searching for a property and real estate management software, check Soft4RealEstate – software solution for mixed and commercial property management companies.
Manage your recourse factoring business – agreements where a company sells its current invoices to you with the understanding that the company will buy them back if they go uncollected. Save your team’s time with automated calculation, accrual and invoicing of interest and commission, do easy tracking and reporting, overview all valid Factoring Agreements at a single click.
Manage your non-recourse factoring business, allowing a company to sell its invoices to you without the obligation of absorbing any unpaid invoices. Save your team’s time with automated calculation, enjoy collections worksheet functionality for debt management, overview all open Invoices in a single page.
Run your factoring business efficiently with factoring software that allows you to minimize manual work with automated calculation, and to accrue and invoice interest and commission. Achieve efficiency with integrated financial accounting, document management and CRM features. Meet investors’ expectations by managing your business with a world-class ERP system, built on Microsoft Dynamics 365 Business Central.
Benefit from automation that provides an easier and faster invoicing process, saving up to four hours per day. Manage your business efficiently with functions such as document management, CRM and contact-address details module. Easily gain business insights and take informed business decisions with data tracking and reporting.