FAQ

Questions brokers ask us.

Cannot find your answer? Book a demo and ask us anything.

Do I need a lease calculator?

No, and LeaseDash does not replace one. We work alongside the desking tool you already use: keep quoting there, and use LeaseDash for the customer, the follow-ups, the dealers and the money.

Is my customer data safe?

LeaseDash is built around protecting customer information: two-step sign-in, role and group permissions, sensitive details hidden until revealed (and logged), an audit log, automatic lock, and deletion on a schedule you set. No system is risk-free, and we do not hold third-party security certifications today. The Security & privacy section below explains what we do and where we are.

Can my reps see each other's customers?

Only if you allow it. Users see their own customers by default, Supervisors see their team, and Admins see everyone. You can change this by group or by person.

Does it work on my phone?

Yes. LeaseDash runs in the browser on iPhone, Android, tablets and desktops. The links you send customers, like the questionnaire and pictures, also work on any phone with nothing to install.

How do Instagram leads come in?

You connect your agency's Instagram through Meta. It needs a Business or Creator account linked to a Facebook Page. After that, new direct messages show up in your Leads list with the person's handle and message, ready to assign to a rep.

Can I set lease-due reminders by make and model?

Yes. Each rule says how many months before the lease ends to reach out, for example Volvo at 6 months, Mercedes GLE at 5 and C-Class at 3, with a default for everything else. You can edit the rules whenever you like.

Can LeaseDash track lease returns?

Yes. LeaseDash keeps track of the leased cars your customers are returning to the bank: when each one is due back, which bank it belongs to, where it is turned in, its mileage and its status. Returns that are overdue or due this week trigger alerts, so they do not slip by.

How does the AI dispatcher work?

It plans the day's deliveries and lease-return pick-ups for your drivers, working around each customer's time preference and how many drivers are on hand. If something changes, like a driver calling out or a customer running late, tell it in plain English and it re-plans and shows which customers need a heads-up text. It suggests, you stay in control: you can change anything it proposes, and you send any texts to customers yourself.

Do my dealers need an account?

No. Dealers are records in your CRM, with their contact, scorecard and what they owe you. A dealer portal is planned for a later version.

Questions about the trial, billing or cancelling? See pricing and billing.

Security & privacy.

You hold people's names, phone numbers and credit details. LeaseDash includes the controls to treat that information carefully.

Two-step sign-in

Protect every account with a code by email, a text message, or an authenticator app.

Roles, groups and permissions

Decide who can see and do what on each screen, by role, by group or by person.

Sensitive info hidden until revealed

Personal details stay masked until someone with permission reveals them, and every reveal is logged.

Audit log

See who signed in, exported data, changed permissions or revealed sensitive details, and when.

Automatic lock

The screen locks after the idle time you choose, so an unattended laptop is not an open file.

Data deleted on schedule

Set how long customer data is kept. Older records are removed on the schedule you set.

These are product features, not certifications. LeaseDash has not been audited by a third party. How we approach security ↓

How we approach security

Draft last updated October 20, 2026

Brokers hold sensitive information about the people they serve. This section describes the security features built into LeaseDash and, just as important, what we do not claim.

Plain statement: LeaseDash has not been audited or certified by any third party. We do not claim SOC 2, ISO 27001 or any similar certification. The features below are product capabilities, not guarantees that no incident can happen.

Security features in detail

Two-step sign-in

Accounts can require a second step at sign-in: a code sent by email, a code sent by text message, or a code from an authenticator app. Agency admins can require it for administrators and supervisors, and choose which methods are allowed.

Roles, groups and permissions

Every user is an Admin, Supervisor or User, which sets what they can see (everything, their team, or their own customers). Groups and per-person overrides add or remove access for individual screens and actions, such as exporting data or changing commissions.

Sensitive information hidden until revealed

Personal details such as credit-application information are masked by default. Someone with the right permission can reveal them, and each reveal is written to the audit log.

Audit log

LeaseDash records important actions: sign-ins and failed sign-ins, exports, permission and role changes, security policy changes, and reveals of sensitive information.

Automatic lock

The screen locks after an idle time that your agency sets, so an unattended device is not an open file. Repeated failed sign-ins temporarily lock the account.

Data deleted on schedule

Your agency chooses how long customer records are kept. Records past that period are scheduled for deletion.

Where the product is today

The public preview of LeaseDash runs with sample data stored in your own browser, and codes for two-step sign-in are shown on screen rather than sent. Protections that depend on a server, such as database-enforced permissions, encrypted storage and real delivery of codes, belong to the production service. [Update this section with accurate details before launch, and describe hosting, encryption and backups.] Ask us in a demo about the current status.

Helping brokers meet their obligations

Auto finance and leasing businesses are generally expected to protect customer financial information under the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule. LeaseDash is designed to help brokers meet those expectations by providing access controls, two-step sign-in, logging, and data retention settings. Using LeaseDash does not by itself make an agency compliant, and this page is not legal advice. Your agency remains responsible for its own written security program and policies. [Attorney to review this wording.]

Shared responsibility

Choose strong, unique passwords and turn on two-step sign-in for everyone.
Give each person only the access their job needs, and turn off accounts when people leave.
Reveal and export sensitive information only when needed.
Check the audit log from time to time.

Reporting a problem

If you think you have found a vulnerability, or believe your account was accessed without permission, tell us right away at [security contact email]. We will look into reports promptly and will notify affected agencies of incidents as required by law and our agreements. [Add response commitments.]

Still have a question?

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