Implementation FAQ

What are my team’s responsibilities during implementation?

Teamwork makes the dream work, as the saying goes. We do the heavy lifting, but a successful implementation will require collaboration between your team and ours. For companies with large portfolios, we ask that only one or two team members be appointed as a customer-side implementation lead. This allows for more fluid communication during the process. As your team and ours collaborate on the implementation timeline during the kickoff meeting, we’ll choose a mutually-agreeable time for a weekly check-in. During the check-in, we’ll update you on what we did in the previous week and set goals for the following week.

How long does the process take?

Implementation time is highly correlated to the number of forms and options you have as well as the current organizational status. But in most cases it takes 6-8 weeks to go from implementation kickoff to completion.

Can I change my forms after the Implementation is complete?

Absolutely. If you ever need to update or change the language in your forms, LeasePilot has a built-in form manager which allows you to make global changes to your base language. For more complex changes like adding/removing/editing assets or making style changes, just email or call our Customer Success team and we’ll handle the rest!

How much time will my team spend on this?

Once we begin onboarding your forms (after the implementation kickoff meeting), most customers report that their team spends 1-3 hours per week resolving questions and drafting new language for features and options that were recommended additions during the kickoff meeting.

Does LeasePilot integrate with other software platforms?

It sure does. Currently, we have established partnerships with VTS and MRI, but if you’re not using either platform, worry not! LeasePilot was built with a robust API that can connect to any platform that embraces the open software ecosystem. For customers with custom-built financial applications, our engineers will work with your IT department to design a raw XML export that can be used any way you so choose.