logo

Compass Sales Solutions is Partnering with Marlin Business Services Corp. to provide Lease Document Automation

November 6, 2017

Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce a new partnership with Marlin Business Services Corp. for lease document automation.

Compass is proud to announce that Compass Sherpa users can now populate Marlin lease documents. This time-saving feature will allow users to populate all their lease documents with the click of a button, helping them move from hand written forms to zero-effort automated forms, saving time for sales reps.

Dealers who use Marlin are eligible to receive up to three Microsoft Word lease documents bookmarked at no charge. This free bookmarking feature includes inserting bookmarks into the protected lease documents approved for the dealership by Marlin. Dealers using both Compass Sherpa and Marlin can email services@compasscontact.net for more information.

Troy Casper, President of Compass Sales Solutions, states, “We are happy to partner with Marlin to automate lease documentation for our dealers and provide a time-saving process while reducing entry error. I look forward to working with Marlin and releasing this new feature!”

“We are excited to offer users of Compass Sherpa a simpler, easier way to manage lease documents”, said Mark Scardigli, Chief Sales Officer of Marlin. “We value our relationship with Compass Sales Solutions and are looking forward to growing this partnership together.”

About Compass Sales Solutions

Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry in eight countries with over 10,000 users. Compass Sherpa provides a comprehensive suite that automates all aspects of the sales process and allows your sales professionals to utilize one tool to completely manage their sales goals. This includes prospect/client identification, Outlook integration, product configuration, proposal generation, MPS analysis and mapping, ERP integration, and mobile access via smartphone’s and tablets. Compass Sherpa will be the tool your team will want to use, not have to use.

About Marlin Business Services Corp.

Marlin Business Services Corp. is Marlin Business Services Corp. ® specializes in providing innovative financial solutions for small and mid-size businesses. Since 1997, Marlin has extended over $5 billion in financing to over 300,000 small businesses through programs with over 25,000 equipment manufacturers, distributors, dealers and other intermediaries. We are changing how small businesses access capital by combining our reputation for excellent service with our underwriting expertise, data driven automation and new technology platforms to offer multiple financing products and a better customer experience. Marlin and its wholly-owned operating subsidiary, Marlin Business Bank, are publicly traded (NASDAQ:MRLN). For more information about Marlin, visit www.marlinfinance.com or call toll free at (888) 479-9111.

Leave a comment

Make sure you enter the (*) required information where indicated.Basic HTML code is allowed.