Leasepath overlay

Keep Leasepath. Put Kaaj on the credit file.

Kaaj is the package-to-memo overlay beside Leasepath. Leasepath remains the Dynamics equipment-finance LOS for CRM, applications, quoting, documents, and funding. Kaaj organizes mixed broker packages, runs KYB, bank and MCA analysis, fraud review, and a source-linked memo, then writes structured output into the Leasepath or Dynamics record. This is not a Leasepath marketplace certification or a claim that Kaaj replaces Leasepath. You choose the handoff method.

Map this overlay →All integrations

What moves

Into Leasepath

Credit file	Completeness, KYB, invoice and equipment checks, bank and MCA findings, fraud signals, memo.
Deal association	Outputs attach to the origination record so analysts do not re-upload the memo as a separate filing task.

What stays

Still your system of record

Leasepath / Dynamics	Relationship, quoting, document generation, e-signature, funding, and the book.
Decision authority	A human underwriter still approves. Kaaj does not become unattended credit policy.

Handoff

However you want to connect

API, webhook, button, or email into the Dynamics or Leasepath record you already use. Confirm the unique deal ID so Kaaj cannot open a second borrower. For “should we buy Leasepath or Kaaj,” use the compare page — that is a category choice, not this overlay. API docs.

REST API

Push a package in and pull structured findings, exceptions, and memo fields out. You own the mapping into your objects.

Webhook

Kaaj posts JSON when analysis finishes. Your team maps the payload. Useful when Salesforce times out on a long synchronous call.

Button or manual trigger

Credit or ops fires analysis on the files they choose, so credits do not run on every inbound email or portal upload.

Email and file drop

Ingest from a shared inbox, OneDrive, SharePoint, Google Drive, or Dropbox, then write the result back to the system of record.

Implementation

Scope the field map before go-live

01
Keep Leasepath as system of record for origination.
02
Map Kaaj outputs onto the Dynamics/Leasepath deal, not a shadow spreadsheet.
03
Decide where documents live: Leasepath, SharePoint, or Kaaj links.
04
Shadow-mode a handful of live deals before writeback is on for credit.

FAQ

Leasepath overlay questions

Is Kaaj officially certified by Leasepath?

This page does not claim a Leasepath-certified marketplace listing or partnership. It describes a live overlay: Kaaj writes underwriting output into the Leasepath or Dynamics record by the handoff you choose (API, webhook, button, or email).

Does Kaaj replace Leasepath?

No. Leasepath is Dynamics lease origination. Kaaj is the package-to-memo overlay. Keep the LOS; add Kaaj for the credit file.

How do documents show up in Leasepath or SharePoint without a second filing step?

Associate the package with the origination record and hand structured output plus evidence links into Dynamics or Leasepath. The LOS stores the deal. Analysts should not re-file the memo by hand. Confirm that path in UAT.

When is Leasepath the better purchase?

When you still need to buy the origination workplace: CRM, applications, price structuring, quoting, documents, and funding on Dynamics. That question is scored on Kaaj vs. Leasepath, not here.

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