Smarter Equipment Finance, a Las Vegas equipment broker, adopted Leasepath’s cloud-first intelligent workplace finance origination and customer engagement (CRM) platform built for asset finance, to streamline its origination process and automate its sales-to-funding process.

“Smarter needed a world-class CRM that wouldn’t hold the team back from accomplishing all they could. Rather, we want to enable and empower our team,” Chet Zeken, president of Smarter Equipment Finance, said. “We are committed to being transparent with our customers and giving them elite support and Leasepath helps us provide that for our customers.”

By using Leasepath’s platform, Smarter will be able to pull KYC and credit data from partners like Experian and PayNet. It will also be able to utilize Leasepath’s Funder Fit automation, receive Leasepath’s free quarterly feature updates and leverage the secure Microsoft Azure dataverse and Power BI.

“We bring our customers all the tools needed to have an intelligent workplace. When they partner with Leasepath, they instantly have a world-leading CRM that is tightly integrated into everyday business applications and deeply tailored for the needs of equipment finance. The Smarter team has truly made Leasepath their own by using the quick configuration capabilities to build their own rules and workflows to match their highly efficient business processes,” Jeff Bilbrey, CEO of Leasepath, said. “Teams like Smarter make us all better by driving new ways to use Leasepath.”