The LeaseComplete Customer Portal integrates directly with your existing LeaseComplete Software and Database to provide a real-time experience for your customers.

• Benefits:
  • Allow your customers to check balances, payment history, and (optionally) view statements on-line
  • Provide a 24x7 support presence with no additional staffing
  • Securely deliver invoices, letters, and othe reports to your customers (optional)
  • Reduce customer support costs for your company
  • Customize the user interface (fields displayed, field labels, field layouts) with no additional programming costs, using the existing LeaseComplete Screen Painter™
  • Choose only the fields you wish to share with your customers
  • Arrange the fields displayed in a format that best fits your needs
  • Appropriately label/name fields to provide a more user-friendly experience for your customers
  • Expose custom (user-defined) fields that you may add now or in the future

The LeaseComplete Customer Portal© allows new and existing customers to seamlessly and securely self-register an account.

• When your customer first accesses the Web Portal, they are presented with a login screen which requires the customer to enter a user name and password.
• The user name and password are both stored in the LeaseComplete database and tied to a record in the Customer table.
• All passwords are encrypted in the database to prevent even a system administrator from viewing a customer's password; however, an authorized user can reset/remove a customer's password if necessary.
• Your customers may change their passwords at any time via the 'change password' feature on the login screen.
• Customer self-registration is provided to allow your customers to automatically create an account by simply answering a few questions which are validated against information stored within LeaseComplete about the customer.
• For example, the last 4 digits of their tax identification number, date of birth (individuals) or date of incorporation (businesses), etc.

The LeaseComplete Customer Portal© allows you to fully customize the Summary Page to quickly convey important data for your customers.

• Once logged into the Customer Portal, a user-friendly summary page is presented to the user which includes panes listing things like past due payments, upcoming payment due dates, recent payments received, a summary list of equipment leased, upcoming insurance expirations, etc.
• These panels are fully configurable and up to ten (10) different panels of information may be included on the summary page.
• Empty panels (such as the Past Due panel for customers with no past due Contracts) can be configured to automatically suppress (hide) to avoid confusion for your customer.
• Navigation of the site is done via the menu on the left. The design makes it easy and fast for your customers to locate the information they need
• The associated screenshot provides an example with only four (4) panels configured.

The LeaseComplete Customer Portal© allows you to customize a snapshot of all active contracts your customers have.

• Clicking on the 'Contracts' link in the menu will open a list of all active contracts.
• Like most 'list' pages on the site, this can be configured to show in panels (such as the example below) or as a list, depending upon the number of Contracts the customer has.
• When a contract is selected from the Contracts list or elsewhere on the site, the user is taken to a detail page showing information on the Contract record.
• This page is fully paintable using the LeaseComplete Screen Painter™, allowing you to show only the information you want exposed to your customers and to include any custom/user fields you may have created which are important to your customers.
• The icons in each panel provides quick access to additional functionality, as follows
  • Assets - Displays a list of the equipment belonging to the given Contract
  • Payments - Displays a payment history for the given Contract
  • Payoff Quote - Allows your customer to receive a real-time payoff quote for the given Contract
  • Contract - Displays a summary of the given Contract (via the Contract Summary page)

The LeaseComplete Customer Portal© allows your customers to request a payoff quote either via email or by requesting a quote directly from your LeaseComplete© system.

• Your customers may request a real-time payoff quote by pressing the 'Payoff Quote' button on the Contract list or Contract Summary pages.
• When requested, the user is first prompted for a reason and comment related to the payoff quote, which can then be used by your sales team to reach out to the customer for business retention purposes.
• Clicking 'Request' will produce the payoff quote, which is provided in a summary format.
• The payoff quote is determined in a manner consistent with the base LeaseComplete Lease Termination Screen, including any customized penalty calculations you may have installed.
• The final presentation of the quote to the customer is done in a very simple, straightforward manner as shown in the second screenshot below.
• The icons displayed on the summary screen provide quick access to additional functionality, as follows
  • Printer - Prints the payoff quote page or saves it to the customer's mobile device
  • Contract - Displays a summary of the given Contract (via the Contract Summary page)

The LeaseComplete Customer Portal© allows you to customize a snapshot of assets your customers have.

• Clicking on the 'Assets' link in the menu will open a list of all Assets. If the selection is done from a specific Contract, only the Assets belonging to that given Contract will be listed here.
• When an Asset is selected from the list provided, the user may view specific details via a screen similar to the Asset Detail screenshot below.
• This screen is fully paintable in LeaseComplete using the Screen Painter™ so that you control exactly what information is presented to the customer and in what order.

The LeaseComplete Customer Portal© shows a comprehensive list of all payments the customer has made across all contracts.

• This screen presents a list of recent payments made by the given customer.

The LeaseComplete Customer Portal© shows a comprehensive list of insurance policies for the given customer.

• This screen shows a list of Insurance Policies. Like the other screens, it can be configured to show as either a simple list or in panels (as shown below).

The LeaseComplete Customer Portal© allows a customer to submit a payment for review directly into LeaseComplete.

• This screen allows the customer to submit a payment transaction with pertinent information.
• The payment transaction is created immediately in LeaseComplete under Pending Transactions for review.

The LeaseComplete Customer Portal© provides a repair and service tracking tool for your customers.

• This screen shows a list of Preventive Maintenance Plans (optional, based upon module access and configuration).
• When a PM Plan is selected from the list provided, the user may view a history of services performed on the Asset under the given PM Plan.
• This screen is fully paintable in LeaseComplete using the Screen Painter™ so that you can control exactly what information is presented to the customer and in what order (second screenshot).

The LeaseComplete Customer Portal© allows you to have full control over which reports from your LeaseComplete© system your customers can generate on demand.

• This screen presents a list of statements, forms and reports which you choose to provide to your customers.
• Utilizing the LeaseComplete Reports Checklist Administration screen, you will decide which reports are to be made available on the Customer Portal and how they should be configured to run.
• When selected by a customer, the reports will run in real-tim, meaning your customers will have up-to-date information on items such as payment history and contract balances.
• All reports will be produced in PDF format, which ensures they are device independent.

The LeaseComplete Customer Portal© allows you to determine which documents your customers can view on demand.

• This screen presents a list of scanned documents you have stored within the LeaseComplete Image Library and have chosen, via security settings, to expose to your customers.
• The documents are grouped by the Type you have assigned to each document, making it easier for your customers to locate the document they need.
• Using this feature you can provide your customers self-service access to documents such as the following:
  • Lease and Loan Agreements
  • ACH / PAP Authorizations
  • Stipulated-Loss / Amortization Schedules
  • Maintenance Escrow Agreements
  • Equipment Schedules
  • Bill of Sale
  • POA Authorizations
  • Etc.

The LeaseComplete Customer Portal© is readily available across all mobile devices.

• The LeaseComplete Customer Portal will provide full, native support for mobile devices without the requirement that a separate 'mobile site' be created.
• This is accomplished via a scaling technology embedded in the portal itself, which can detect and react to the screen size of the device being used.
• The example provided below is from a mobile device showing how the menu bars collapse into the upper right corner, making them accessible but unobtrusive and thereby leaving more space for content on a smaller screen.
• Other pages scale efficiently as well. The second screenshot below is the Summary page (shown previously in this document) as seen using a mobile device. Each display pane is stacked for simplified viewing and scrolling, and the buttons are larger to make touch control easier for your customer.
• This same design methodology is carried throughout the remainder of the portal.

The LeaseComplete Customer Portal has been engineered from the ground up using the latest technology to ensure a scalable, reliable, long-term equipment finance system for your growing business needs.

• Technology Used
  • Built using the Microsoft .NET platform, including ASP.NET, VB.NET and Silverlight
  • LeaseComplete data is accessed from your LeaseComplete SQL Server database using LeaseComplete's native web services, thus ensuring a secure, real-time experience for your customers
  • All passwords are encrypted and stored directly in the LeaseComplete database. Authentication is done on the server side to prevent exposure of your customer's login credentials
  • Dynamic screen layouts created on the server-side allow your company's authorized users (those with 'Screen Painting' permission) to select the data you wish your customers to see and nothing more

• Requirements
  • LeaseComplete Version 5.0.18 or later
• Minimum Web Server Requirements:
  • Intel multi-core microprocessor running at 2Ghz clock speed, or better
  • 4 GB or DDR RAM, or better
  • 25 GB of free disk space, or better
  • 100/1000 Network Card
  • Microsoft Windows Server 2012 or higher
  • Microsoft Internet Information services (IIS) 8.0 or higher
  • .NET Framework 4.5 (ships with Server 2012 or higher)
  • Network and related software as appropriate for Licensee's environment
  • May be physical or virtual server