Presentation on theme: "Five Steps in 5 Minutes Close deals faster, more easily, more often! 1.Start a Quote: Input deal amounts and review the available lease options 2.Create."— Presentation transcript:
Five Steps in 5 Minutes Close deals faster, more easily, more often! 1.Start a Quote: Input deal amounts and review the available lease options 2.Create a Proposal: Outlines the transaction details in a format you can provide to your customer 3.Credit Application: Complete it yourself or email it to your customer to complete and submit 4.Application Status: Monitor progress of applications 5.Status & Reports: Select from standard reports or download your portfolio
This is the main page of Leaseconnect where non-registered resellers may navigate through pages of the site by clicking on any of the buttons on the left navigation bar or on any links within the text. GE Commercial Finance Vendor Financial Services
This is the main Login screen. If you have already registered, simply enter your user name and password and click on “Log In” to enter the website. Just click on “Reseller Registration” where you can access our Reseller Application. Not yet registered?
Just click on “Reseller Application.” The application will open up in a MS Word format that you can complete online, print and fax to us. Once you are approved, we will send you a Reseller Agreement for signature and then provide you with a user name and password once we receive your signed Agreement….it’s that easy!!
Enter the equipment cost per asset type (pre-tax) Click “Generate Payment Table” Please note : Soft costs are to be included with the hardware to which they correspond. If the total soft costs exceed 25% of the total solution cost, the dollar amount that exceeds 25% must be entered in the soft costs field
Payments for ALL terms and purchase options available will be displayed for quoting purposes. Click on “Create a Lease Proposal” if this feature is desired Click on the desired payment(s) OR, if you do not wish to create a lease proposal at this time, you may skip that step and start the credit application process by clicking “Start the Credit Application Process”
To generate a lease proposal, complete all information in the fields displayed
Complete remaining information in the fields displayed and click on “Proceed” Please note: Always enter equipment description from first space of first line in box. Do not hit “enter” to separate lines.
This screen appears giving you the option to confirm the information you have entered Once you have confirmed all of the information entered, you can click on “Generate a Proposal” Note: There are other options to choose from on the menu. You can complete a credit application, send the credit application to your customer for completion, modify your quote or start a new quote.
A proposal complete with a breakdown of the equipment price per asset class will be generated. Lease Term Sheet You may print this proposal and include it in the sales package that you provide to your end user customer.
To submit a credit application, simply click the “back” button on your browser and you will return to the screen with these options. After clicking on “Complete a credit application” or “Start the Credit Application Process” our Privacy Disclosure Consent Statement screen will pop open. To access the Credit Application you must click “OK” Click on “Complete a credit application”
Complete all information on Credit Application Please Note: Mandatory fields appear in bold Please be sure to enter the correct addresses for the “Installation Site” as well as the address where to “Send Docs” since these may be different from the main address
Complete the Personal Information Section if the customer has been in business for 3 years or less or is a Sole Proprietorship. Complete the bank information if you have it The price per asset type is automatically transferred from the applicable quote.
Please ensure that the lease option is selected and that the equipment description is correct If you have completed all of the required information on the Application click on Submit App. Your application will then be sent electronically to our Credit Dep’t for review If you don’t have all of the required information, don’t worry! Just send the Application to the customer for completion!
Please Note: Once approved, we will require a detailed equipment description with the pricing breakdown prior to preparation of the lease documents. Details of where to e-mail this information will appear on our credit approval e-mail. Once you have submitted a completed credit application, this screen will appear: Want to start a new quote? Simple, just click here! Want to see all of your stored quotes? Just click here!
Once you have e-mailed a credit application to your customer to complete, this screen will appear: Want to see the status of the application? Just click here to track the progress! Please Note: Once approved, we will require a detailed equipment description with the pricing breakdown prior to preparation of the lease documents. Details of where to e-mail this information will appear on our credit approval e-mail.
Lease Benefits (to you) can be viewed through the “Lease Benefits” tab of the navigation bar.
Click on any of these options and you will be taken to that section. To find out information on the types of leases, simply click on “Lease Solutions”
The second part of this section provides key information on how FMV and $1 Purchase Option leases compare so that you can help your customer make the best leasing decision.
Not sure what type of lease would be best for your customer? Just click on Select A Lease and complete the questionnaire!
Simply answer all the questions and click on “Submit”
LeaseSelect will then provide you with the lease option that is best suited to meet your customer’s requirements
Have some pending applications? Just click on the “Status and Reports” tab Complete all the fields and then click “Search”
If at any time you want to change your Profile or, if you are the administrator, make changes to whoever can access the site, click on “Profile” You can make changes to your own profile information from this screen Your administrator can make changes to add, edit, delete, enable or disable a user from this screen
To find copies of marketing brochures and other valuable information, click on “Library” Just click on the name of the document you want to open and it will open in a format that you can save to your computer or print.
A glossary of commonly used leasing terms are available for your reference. Simply click on “Leasing Terms”. Please note that if you want to know the meaning of any underlined term, simply click on that word and you will be taken to the definition.
If at any time you want to be directed to the “Start A Quote” screen, please just click on the “Leaseconnect Home” tab GE Commercial Finance Vendor Financial Services Please contact your GE Account Manager to discuss leasing options, customer requirements or questions you may have regarding the website. Our contact information is located within the “Contact Us” tab.