How does the offer management system for leasing work?

Imagine one intuitive tool that streamlines the entire offer process – from online application and calculation configurations through communication with the potential client and upselling opportunity to the digital signature of the contract.

 

The offer management system for leasing is about optimizing your entire workflow by enhancing customer journeys and automating manual tasks for your sales advisors. Built for efficiency, it acts as a powerful loan origination software (LOS) that accelerates and easily manages leases. You can initiate a quote, select a financial calculation for your clients, who can browse different offers whenever and wherever they want, prepare installment schedules, and finalize the process by signing the contract within minutes!

Turn your offers into real contracts by making your sales operations more profitable!

Nearly 70% of leasing sales opportunities end at the offer stage. Increase the conversion rate of submitted offers by creating a positive customer experience from the early stage of the transaction until its end. With the right tool, like LeaseTech Offer Manager, you will design a seamless digital journey for your potential customers. When it comes to smooth digital transformation, our offer management platform is a perfect solution for global financial service providers.

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  • paribas-leasing
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  • Raiffeisen leasing
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Increase the conversion rate of leasing offers

by simplifying and accelerating the sales processes at the offer stage.

 

Our solution simplifies managing offers with robust features like automated workflows, detailed tracking, and integration capabilities. Designed as an all-in-one offer management software, LeaseTech Offer Manager empowers you to handle offers’ conversion efficiently.

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Boost customer satisfaction

by giving clients easy access to offers at any time from any device.

 

Speed is critical in today’s financial environment. Our offer management system for leasing accelerates loan processing with intelligent automation, enabling quick loan approvals that reduces customer wait times and improves satisfaction.

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Save operating costs and time

by eliminating paperwork and processing all applications online.

 

A digital transformation enables your advisors to manage customized workflow based on data, which frees up their time and energy for potential customer activities. Relieve your team of reminders and notifications – all is managed 100% online with our management software!

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LeaseTech Offer Manager: advanced offer management system for leasing and loan origination software in one!

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Developed automation for sales optimization

Monitoring users’ activities and behavior allows one to assess which notifications should be automatically sent to the customer. Statistics allow one to analyze the conversion of offers at various stages of the sales process. Our offer management platform for leasing ensures compliance, transparency, and operational efficiency by managing the entire lifecycle of the offering process.

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Accessibility

Seamless access to the offer at any time convenient for the customer? With our cloud solution, your clients can proceed with the transaction on their own, with 24/7 access from computers and mobile devices, taking advantage of the highest standards of ergonomics and usability. LeaseTech Offer Manager will help you create frictionless, on-demand customer experiences.

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Paperless support

The printing and scanning of documents are a thing of the past! The offer and the application can be processed 100% electronically. It saves both time and operating costs. Automated communication frees the leasing advisors from their duties related to the processing of offers so that they can focus more on acquiring new customers.

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System of notifications and reminders

When no action is taken regarding the offers, the system automatically sends e-mail or SMS reminders to the customer. The portal generates CRM tasks for the sales advisor, too! When a potential customer logs in to the portal or browses the offer many times but does not proceed to the application form – you will know it’s time to act.

Finalize the transaction in 5 simple steps:

1. Individual calculation

The customer receives a link and can access its details on any device whenever they want.

2. Independent choice of the best offer

A prospective customer comfortably browses the details of the offers and compares the given calculations to each other.

3. Data acquisition for risk assessment

When the customer chooses an offer, he provides information about his business by filling out an online form.

4. Finalization of the transaction

A prospective customer can sign agreements digitally and book appointments with advisors without leaving their favorite chair at home.

5. First payment at hand

A customer makes the initial payment with a quick payment option that is also included in the LeaseTech Offer Manager.

What key features does our offer management system for leasing have?

Watch our short product explainer video and see what our LeaseTech Offer Manager can do about quick and easy loans!

Ready to revolutionize your leasing and loan processes with error-free results?
Get started with LeaseTech Offer Manager and our team!

Paweł Stach

Product Owner

Tell us what you need and we will contact you shortly.