Inventa Leasing
Digitizing leasing end to end
An internal ecosystem to quote, validate, approve, and manage operations with full traceability.
Comprehensive platform for Quoting and Portfolio
Inventa operates a leasing model where commercial efficiency, operational control, and portfolio health depend on fast and reliable processes. The challenge was to consolidate into a single platform the key flows: quotation, case file, control desk, credit/legal, committee, resolution, formalization, operations, and the control of assets and portfolio.
RETO
Reduce friction and lack of control in the process
The process was spread across tools and manual steps, with little traceability by stage, a risk of errors in terms/documents, and difficulty tracking operations and the portfolio. This impacted response times, internal control, and the customer experience.
SOLUCIÓN
Unified platform for origination and portfolio
We implemented a modular internal platform that centralizes the leasing workflow: quoting with business rules, collecting the file, control desk, credit/legal, committee, resolution, formalization, and operations. It also includes asset and portfolio management, reports, and traceability for daily operations.
RESULTADOS
Operational efficiency and better business visibility
An end-to-end flow was enabled with greater control and tracking, reducing rework and standardizing operations. The organization gains visibility into status by stage, consistent data for migration/operations, and a scalable foundation for automation and future integrations.
3500
Quotes generated
1500
Managed operations
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