A lease application now flows through credit data collection, contract generation, e-signature and asset registration in a single automated pipeline. What took a week of manual handoffs between sales, credit and legal now completes in 24 hours — often less.
Typical results
7x
Faster than before
21/wk
Signed contracts
0
Manual handoffs
Figures reflect typical results for this kind of automation.
The challenge
Getting a lease from application to signed contract took a week of handoffs: sales emailed credit, credit waited on bureau reports, someone assembled the contract in Word, and the signature pack traveled by PDF attachments. Every handoff added a day, applicants signed with faster competitors, and nearly one deal in five died somewhere in the queue.
Before and after
Application to signed contract
−86%Deals lost mid-process
−58%Contracts processed weekly
+75%The automation
We rebuilt the process as one pipeline. A new application opens a deal file and immediately pulls credit bureau reports, registry data and bank references. Once credit approves the terms, the contract generates itself from the firm's templates — asset details, payment schedule, guarantees — and goes out for e-signature with automatic reminders to every signatory. The signed contract triggers asset and lien registration, activates billing, and notifies the team — no manual handoffs anywhere.
How it works
- 01
Application in
A lease application from the website or a vendor partner opens a deal file automatically.
- 02
Credit data gathered
Bureau reports, company registry data and bank references are collected within minutes, not days.
- 03
Contract generated
Approved terms populate the contract template — asset details, payment schedule and guarantees included.
- 04
Signed digitally
E-signature requests go to every signatory with automatic reminders until the last signature lands.
- 05
Asset registered
The signed lease triggers asset and lien registration, activates billing, and notifies the whole team.
Starts from
- Lease applications
- Credit bureau data
Delivers
- E-signature dispatch
- Asset registration
- Team status updates
The impact
Leases now go live within 24 hours of application instead of a week, and throughput rose from 12 to 21 signed contracts a week with the same team. Deals lost mid-process dropped from 19% to 8%, vendor partners route more business to the firm, and credit analysts focus on judgment instead of paperwork.
Questions about this automation
What credit data does the pipeline collect?
When an application opens a deal file, the flow requests credit bureau reports, company registry data and bank references and attaches them to the file within minutes. Credit analysts review the gathered data and approve the terms. The pipeline does not make the credit decision; it waits for the analyst's approval before moving on.
How is the lease contract produced and signed?
Approved terms populate the firm's contract template, including asset details, payment schedule and guarantees. The contract goes out for e-signature to every signatory, with automatic reminders until the last signature is in. The signed copy is filed to the deal record, ready for the registration step.
What happens after the contract is signed?
The signed lease triggers asset and lien registration, activates billing for the payment schedule and notifies sales, credit and operations that the deal is live. This is a multi-step build connecting several systems, usually rolled out in stages, starting with the application and credit steps.