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BTA Hotline: News

Compass & LEAF Announce New Integration to Submit Lease Applications

Tuesday, February 27, 2018  
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Compass Sales Solutions has announced its latest integration with LEAF Commercial Capital Inc. (LEAF). The new integration eases the task of submitting credit applications for office technology dealers. This will eliminate the need to switch between two systems and streamline the process.

The new credit application feature guides users through the application form and pulls in critical account and contact details automatically from Sherpa, saving time and helping prevent data entry errors. Sales teams can easily view current statuses and credit decisions for applications submitted through Sherpa.

This new feature is in addition to Compass's current integration with LEAF, which includes the ability to view LEAF lease information in the Lease Tracker module, as well as the ability to populate LEAF lease documents from Sherpa.

"We are excited to expand our partnership with LEAF Commercial Capital Inc. and further streamline the sales process for our users," said Tami Dittemore, vice president of operations, Compass Sales Solutions. "This latest integration will save sales reps and managers time building deals and provide them with leverage when proposing."

"LEAF continually invests in technology that makes it easier for our dealers to do business, and this credit application enhancement significantly streamlines one of the most time-consuming and error-prone parts of the finance process," said Miles Herman, president and COO, LEAF. "We'll keep working together on new ways to empower dealers to spend more time on core business by leveraging the efficiency and ease of their system of choice — Compass Sherpa."

Dealers interested in gaining access to the Credit Application feature can contact Compass support by emailing support@compasscontact.net. Compass simply pushes a Sherpa update to activate the integration and LEAF then provides a unique one-time identifier.

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