Features

Everything a lease desk runs on.

Built around how brokers actually work: from the first message to the next lease, and the money in between.

Follow-ups & lease-due alerts

Never miss a lease that is coming due.

Every task, callback and lease ending lands in one follow-up list. Set how early to reach out for each make and model, and customers move into follow-ups on their own when their window opens.

  • Rules by make and model: Volvo 6 months, Mercedes GLE 5, C-Class 3
  • A default for every other vehicle, and the rules are yours to edit any time
  • Each lease-due customer comes with a pull-ahead prompt, so a new car is the first conversation
LeaseDash follow-ups list showing tasks due today and leases coming due
Lease maturity rules: Volvo 6 months, Mercedes-Benz GLE 5 months, C-Class 3 months
Leads

Leads from Instagram and a questionnaire link, in one list.

Connect your agency Instagram and new DMs show up as leads with the handle and the message. Or text customers a short questionnaire link and their answers land on the lead.

  • Instagram leads appear in your Leads list with the customer's message
  • The questionnaire asks monthly budget, type of car, must-have features, the car they drive now and when it is due back
  • Customers answer on their own phone, with no account to create

Instagram connects through Meta and needs a Business or Creator account linked to a Facebook Page.

LeaseDash leads list with Instagram, questionnaire and referral sources
The customer questionnaire on a phone
Pipeline & customer files

A file on every customer you close.

Move leads across your pipeline. When a deal closes, the customer gets a file with what you need for the next conversation, years from now.

  • Cars currently leased, how long you have worked together, and average commission
  • Shopper or loyal, and whether to take their time or get the car out quick
  • The dealers they leased through, notes, and full deal history in one place
A customer file with cars leased, relationship age, average commission, dealers and deal history
Driveway fit finder

Type the driveway width. See every car that fits.

No more guessing with a tape measure. Enter the garage or driveway width, pick mirrors open, folded or body only, and leave room to open the doors.

  • Every car's length, width, height, ground clearance, and width with and without mirrors
  • Spare inches shown for each car that fits, and which ones need a closer look
  • Compare cars side by side and copy the list to send to the customer
Driveway fit finder: 96 inch width shows 14 of 22 cars fit
Real car pictures

Send customers real photos of the car, in every color.

Type a make and model, pick the colors and views, and the customer gets a link or the photos by text.

  • Choose the colors and the views (front, rear, side) before you send
  • Upload your own or dealer-provided photos, color by color. Cars without photos show sample artwork

Sending by text is included with the Team and Agency plans.

Real car photos in different colors, ready to text to a customer
Dealer scorecards

Know which dealers pay, and how fast.

Every dealer gets a scorecard, so you know where to send the next deal and who still owes you.

  • Volume, average payout per deal, and how quickly each dealer responds
  • How much each dealer still owes you and how many days they take to pay
  • A letter grade, plus your best and slowest payer at a glance
Dealer scorecards with grades, amount owed and days to pay
Deal money & commissions

Know exactly who owes whom on every deal.

Type in what the deal makes and what you have collected. LeaseDash works out what the dealer owes you, what you owe out, net profit, and your rep's cut.

  • Example: a $5,000 deal with $2,000 collected means the dealer owes you $3,000
  • Set each rep's commission percent and what they are owed calculates automatically
  • Send the customer a payment link, or request an invoice that breaks down the fees

Payment links are included with the Team and Agency plans.

A deal with gross, collected, dealer owes, net profit and rep commission
Lease returns

Track every leased car going back to the bank.

Your customers' old lease cars have due dates, banks and turn-in points. LeaseDash keeps them all in one list, so none of them is a surprise.

  • For each return: when it is due back, which bank it belongs to, where it is turned in, and the mileage
  • A status for every return, so you can see what is still waiting and what is done
  • Alerts for returns that are overdue and returns due this week
Lease returns list with due dates, banks, turn-in locations, mileage and overdue alerts
Schedule & AI dispatcher

A day's deliveries and pick-ups, planned for the drivers you have.

The AI dispatcher builds the day's delivery and lease-return pick-up plan. It works around each customer's time preference and how many drivers are on hand.

  • Plans around the times each customer prefers
  • Fits the stops to the drivers who are working that day
  • When something changes, like a driver calling out or a customer running late, tell it in plain English. It re-plans and shows which customers need a heads-up text

You can change anything the dispatcher suggests. It suggests, you stay in control, and you send any texts to customers yourself.

The day's delivery and lease-return pick-up plan for drivers, with customer time preferences and a re-plan after a change
Company-wide permissions

Control who sees and does what.

Admins, Supervisors and Users each start with sensible defaults. Use groups and per-person overrides to match how your agency actually works.

  • Admins see everything, Supervisors see their team, Users see their own customers
  • Permissions for every screen and action, by role, by group or by person
  • Every permission change is written to the audit log
The roles and permissions table for Admins, Supervisors and Users
The people list showing each person's role, groups, data scope and two-step sign-in method

Stop running a lease desk out of five different places.

Most brokers start with what is free and close at hand. It works, until the volume grows.

Spreadsheets, sticky notes and DMs

  • The lease-end column nobody sorts. The customer who was due in March gets a call in April, after another broker did.
  • Follow-ups on sticky notes. They fall behind the monitor.
  • Leads buried in Instagram DMs and texts on someone's phone.
  • "Who owes us what?" answered by scrolling through old threads.

With LeaseDash

  • Leases surface themselves at the lead time you set for each make and model.
  • One follow-up list for tasks, callbacks and leases coming due.
  • Every lead in one place, from Instagram, the questionnaire link or a referral.
  • Deal money tracked per deal and per dealer, with each rep's commission worked out.

See your lease desk, organized.

Book a short demo and we will show you LeaseDash with your own kind of customers, leases and dealers.