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The Essential Asset To Asset Finance
LeaseSpark is a cloud SaaS application that improves the efficiency of your daily operations, making it easier to secure and manage deals throughout their lifecycle.
Industry-Expert Training and Support
Transition to the software without impacting your essential daily operations through our proven training and support model.
Industry-Expert Training and Support
- We lead you during the installation process while you focus on your business
- Honest and upfront—TAO has a flawless implementation track record and we guarantee a successful project that stays on budget
- We’re members of the ELFA, NEFA, and CFLA. Our expertise in asset-based finance fosters a proactive onboarding process that adapts with your business
- TAO provides hypercare support to every client for the first two months after going live
Creative Workflow Process
Develop a seamless process of creation, collaboration, and approvals for each product with task assignment alerts that invite team members at the right time.
Creative Workflow Process
- Review all of your deals in progress through a centralized dashboard
- Every stage of the deal lifecycle is audited
- Receive alerts on upcoming deadlines via email or on the centralized dashboard
- Eliminate manual processes and automate all deals through the workflow engine
- Configure N number of workflows based on LeaseSpark product types
- Define workflow event triggers based on various actions in the system
Interactive Analytics and Reporting
Choose and interact with the data you want using dashboards that showcase the information most important to you.
Interactive Analytics and Reporting
- Individual customization provides each user with control of their own unique dashboard based on their needs and access level
- All reporting is free! Use our reporting engine to create or edit simple or complex reports
- Track every stage of the deal lifecycle with the exact data you desire
- View live data with interchangeable widgets. Pin external websites, integrate different APIs—the choice is yours
- Export every grid to Excel or CSV with a click of a button
Partnership Integration
Secure time-sensitive deals and easily communicate with business partners through our origination portal.
Partnership Integration
- Configure quotes and track your inventory through a desktop, tablet, or mobile device
- Customize and brand your partner integration experience
- Allow for instant messaging between your third-party channels and LeaseSpark end-users
- Alerts and notifications for timely application reviews
- Have confidence in every calculation—LeaseSpark uses the industry-standard TValue™ Engine
Secure Solution With Controlled Visibility
Share deals and data through secured access. Create custom privacy settings based on roles and responsibilities.
Secure Solution With Controlled Visibility
- Easily identify deals as public, private, or shared
- Restrict or expand access in a simple dashboard configurable setting
- Hierarchy view of privacy and approvals
- Task notification based on access levels
Documentation Management
Generate document packages in bulk at every step of the deal lifecycle and use e-signing to expedite the process.
Documentation Management
- Automate the documentation process by using template-driven functionality
- Generate a documentation package by merging several documents into one
- Initiate a signing ceremony directly within the application using OneSpan’s digital signing technology
- Easily create, print, review, and email documents in bulk
Accounting Automation
Configure and automatically trigger localized accounting journal entries at every critical step in the deal lifecycle.
Accounting Automation
- Construct your entire accounting process including your chart of accounts, account matrices, and associated posting events
- Direct communication with your external general ledger system
- Empower your finance processing with easily customized reporting
Embedded Securitization Process
Manage, construct, and valuate portfolio data sets based on specific deal search criteria.
Embedded Securitization Process
- Use LeaseSpark’s eligibility criteria to create compliant portfolios
- Evaluate portfolio data sets based on NBV and NPV methodology
- Automate the entire portfolio management sales process
- View the entire deal and ownership sales history
- Generate asset and liability amortization schedules for each contract and the overall portfolio
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Production of monthly portfolio reporting
Learn more about our features
A solution shaped to your business
Every company has a unique process and strategy. LeaseSpark is designed with a full suite of capabilities that can work independently or seamlessly together.
- A cloud SaaS solution that continuously delivers new features at no additional cost
- LeaseSpark is built upon a core API framework. We will interface with the data you require
- Modern web service-orientated architecture that’s browser-based
- Built upon the Microsoft .NET Entity Framework technology using Google’s Angular platform
Flexible pricing based on your needs
- Use LeaseSpark as an end-to-end solution or for only the features you require
- Pricing is flexible based on origination and/or servicing volumes coupled with the amount of license seats required
- Included: Support and Consultation, IT Administration, Reporting, and Training
From competitor to competitive advantage
Improve the efficiency of your business and enjoy greater control of the entire process. Our team of industry experts creates a tailored roadmap just for you.
- Define goals and objectives with one of our specialists
- Identify custom LeaseSpark features
- Integrate LeaseSpark over a controlled period of time
- Add more features as your business scales and grows
About TAO Solutions
Headquartered in Toronto Canada, trusted by leading global banks and financial institutions of varying sizes, TAO Solutions is a leading provider of software designed to empower the financial services industry with operational agility and robust capabilities.
For over a decade, TAO Solutions has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service. Representing a solution provider to 10% of the top global banks with more than $1 trillion in assets administered by our technologies, TAO Solutions is SOC II Type II accredited and a Gold Microsoft Certified Partner.
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