Manage multiple client lease portfolios?

If you are a lease advisory firm or lease administration firm and are interested in managing multiple clients on iLeasePro, you can efficiently manage your client accounts as separate accounts within our platform. iLeasePro is designed to simplify and streamline lease accounting and lease management, making it an ideal solution for firms handling lease portfolios for multiple clients.

Here's how you can manage your client accounts effectively:

• Client Account Segregation: Within iLeasePro, you will create separate accounts for each client, ensuring that each client's data is kept distinct and secure. This segregation also allows for customized settings and functionalities based on the specific needs and requirements of each client.
• Toggle Between Client Accounts: Using the "Switch Account" feature, you can toggle between all of your client accounts at the click of a button.

• Access Control and Permissions: Control who has access to which accounts and what level of permissions they have. This feature is particularly useful for assigning different team members to different clients, depending on their expertise and the needs of the client. It also ensures the integrity and confidentiality of each client's data.
• Open Client Access: With iLeasePro's unlimited user policy, you can add all of your clients to iLeasePro at no additional costs.  Easily provide your clients with access to iLeasePro and allow them access to key lease portfolio reports and critical date tracking and notification to ensure they do not miss any key dates. 
• Integration Capabilities: iLeasePro can integrate with other financial and accounting systems your firm or clients might be using. This ensures a smooth workflow and allows for real-time updates and data synchronization across platforms, further enhancing efficiency and accuracy in lease management and accounting.
• Training and Support: Take advantage of the training and support provided by iLeasePro. Ensure that your team is fully trained on the features and functionalities of the platform. Our customer support team is also available to assist with any queries or issues, ensuring you can manage your clients' accounts effectively.
• Customization and Scalability: iLeasePro offers customization options to fit the specific needs of your clients and the capability to scale as your client base grows. Whether your clients are small businesses or large enterprises, iLeasePro can accommodate their needs, making it easier for you to manage a diverse client portfolio.

By leveraging these features and strategies, a firm can efficiently manage multiple accounts within iLeasePro, ensuring compliance, accuracy, and optimal lease management for all clients. iLeasePro is designed to make your work as streamlined and efficient as possible, giving you more time to focus on delivering value to your clients.