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assetCONNECT®: Your Online Asset Management Advantage

To help our larger customers track their hundreds and thousands of leased assets, Crestmark Equipment Finance created a proprietary assetCONNECT® portal, which allows our customers to review their leased equipment, generate reports and even edit assets (as needed).

For our current assetCONNECT® users, simply log in utilizing your assetCONNECT credentials through the Crestmark Connect link at the top of any page of our website to access this secure portal.

For our prospective users, assetCONNECT® provides a secure gateway to all of your leased equipment listed by lease number, location or even a customized field to match your accounting or asset management system. Available 24/7, Crestmark Equipment Finance will assign individual login credentials to grant each of your authorized team members access to your specific asset database. As requested, these authorized users can have restricted access; for example, an administrative level employee can access certain reports, while a manager has full access with the ability to edit assets.

Your authorized users can generate reports including: “New” – any equipment added to a lease; “Maturing” – all equipment nearing lease end; “Expired” – equipment reaching end of lease without a decision made (i.e. buyout, return, purchase); and “Renewed” – all equipment renewed on a month-by-month basis. Any of these reports has the capability to generate data from 1 to 180 days from the date logged in. For example, you can schedule reports to show leased equipment nearing termination up to 6 months in advance.

Crestmark Equipment Finance’s assetCONNECT® also allows authorized users to download all assets within the portal into a CSV file to either sort through Microsoft Excel or update in your asset management system. Our assetCONNECT® portal makes it easy to track your leased assets and provides and off-site inventory to comply with your disaster recovery plan efforts.

If your business needs to move assets to a different facility or replace an asset, assetCONNECT® also gives authorized users the capabilities to edit assets within the system. Change could consist of: replacement assets; moved to different location; or any other requested changes needed by your business. Once submitted, our team will review and track the specific change to ensure it was properly recorded into assetCONNECT®.

We encourage you to learn more about Crestmark Equipment Finance’s services by visiting these sections of our website.

Would you like an online demonstration of assetCONNECT®? Call us today at 888.999.8050 or complete the contact form and a Crestmark Equipment Finance representative will schedule a date and time for a web-based demonstration.

Subject to credit approval.