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creating a lease quote lets start with the lease quote in the lease quote card you can choose the financial product you want to offer configure financial products like financial lease operating lease hire purchase installment sale chattel mortgage consumer loan and others in the system the configuration includes generic lease controls setup for tax calculation and accounting rules etc its features enable basic system-wide settings for compliance checklists residual values and document templates then choose the originator the system allows having master records of equipment dealers finance brokers parties who introduce new lease applications you can sell directly to the system allows multi branding dealer authorization and several other related functionalities a dealer interface for web access is also available in the customer tab basic customer information is filled in or the existing customers chosen the customer becomes the primary applicant in the quote in the assets tab the system
