Every month, independent equipment leasing brokers lose thousands in refinance commissions because they miss the 30, 60, or 90-day notification window. DataDate Intelligence monitors your clients' leases and sends a Arbitrage Window Alert the moment a window opens — automatically.
Riverside Trucking Co.
Lease window opens in 14 days.
Vendor: GreatAmerica Leasing
Remaining balance: $47,200
Window closes: Nov 30, 2026
You close deals. We watch the calendar. Your clients never miss a refinance window again.
Each month, the broker forwards their invoices directly to their dedicated DataDate Intelligence processing inbox. No portals, no uploads, no third-party tools — just a simple email forward that takes seconds.
Our data engine reads the invoice, extracts the payoff balance, deducts it from the running total, and calculates the exact date your refinance window opens. Every month, automatically.
When the window opens, you receive a direct SMS and email with the remaining balance, commission estimate, and the deadline to act. You make the call. You close the deal.
Equipment leases don't just expire — they roll into automatic renewals called "evergreen" clauses. Once that happens, the refinance window closes, your client is locked in for another full term, and your commission opportunity disappears for years.
Most leases require written notice 30, 60, or 90 days before end-of-term. Miss the deadline by a single day and your client auto-renews.
Managing 30, 40, or 50 active clients manually means critical dates fall through the cracks — especially during busy origination periods.
A single missed window on a $200K equipment package is $10,000–$15,000 in origination fees you'll never recover. Multiply that by two or three clients per year.
You place the deal. Client starts making monthly payments. Commission paid at funding.
6–12 months before end-of-term. This is your refinance opportunity. Most brokers don't notice.
Client auto-renews for another full term. Your commission window is gone. The lessor wins. You lose.
You get a arbitrage window alert 30–60 days before the deadline. You make the call. You close the refinance.
One missed refinance window pays for years of DataDate Intelligence. This is not a software expense — it's commission protection.
10 slots total. Once filled, gone permanently.
One recovered commission covers the year.
Ideal for 150–250 active submissions/month.
500 total — not per user.
1,500 total — not per user.
We designed DataDate Intelligence specifically for brokers who manage their own book of business and don't have a back-office team watching their calendar. The system runs entirely in the background — you only hear from us when there's money to be made.
DataDate Intelligence, LLC is a specialized SaaS platform built exclusively for the equipment leasing and finance industry. We exist for one reason: to make sure independent brokers never miss another refinance window.
Our system uses a proprietary data engine to silently monitor your clients' lease balances, calculate payoff trajectories, and surface your highest-value opportunities at exactly the right moment — without requiring you or your clients to log into anything.
We are currently in private beta with a limited number of founding member slots. Every broker who joins during beta gets a permanent $199/month rate, direct founder access, and the ability to shape the product roadmap.
Request Founding Member AccessEverything you need to know before your first conversation with us.
When you close a new deal, simply forward your Funding Schedule or initial lease contract PDF to your dedicated DataDate processing inbox. Your portfolio updates automatically. No forms, no data entry, no manual work required.
From that point forward, simply forward your monthly vendor invoices to the same inbox each month — your portfolio updates automatically.
No. Your Master SaaS Agreement covers all document submissions during your active subscription, up to your tier limit. Adding a new client requires no additional paperwork. Just forward the Funding Schedule PDF and notify us of your client's work email domain for whitelisting. The agreement you signed at onboarding governs everything.
Two document types flow into your processing inbox. First, the Funding Schedule or initial lease contract PDF when you close a deal — this seeds the record instantly. Then each month, your client payment statement from the lessor showing the current balance and payment details.
For security, your client domain must be whitelisted before invoices can be processed. Notify us of your client's work email domain (e.g. example.com) and we add it to your approved senders list. Any unrecognized sender is blocked before it touches your usage counter. DataDate Intelligence never contacts your client directly. Your client relationship stays entirely yours.
Not a problem. Our system handles it automatically and your portfolio summary will reflect an estimated balance clearly labeled as such. We recommend verifying the exact figure with the lessor before quoting a number to your client.
On Standard and Standard Pro you receive alerts at 60 days and 30 days before the Evergreen Cliff. On Pro and Teams alerts fire earlier at 90 days and 60 days — an extra 30 days of runway on every lease. Both alerts arrive by SMS and email with the client name, lessor, remaining balance, estimated commission range, and exact notification deadline.
If the Evergreen Cliff passes without action, the lease record is flagged as Expired in your portfolio. We do not remove it — it stays visible as a reference point for when the next notification window opens on the renewed term. You will receive a new alert cycle at the start of that renewed lease.
Your plan limit is based on invoices processed per calendar month, not client count. A broker with 50 active clients forwarding one invoice each uses 50 of their plan's shared submission slots. Limits reset on the 1st of every month. You receive automated warnings at 80% and 90% of your limit so you always have time to upgrade before processing pauses.
All data transmission occurs over encrypted SSL/TLS connections. Invoice data is stored in a secure cloud database accessible only to authorized DataDate Intelligence personnel. We do not sell, share, or use your clients' data for any purpose outside of delivering your lease monitoring service. Full details are in our Privacy Policy.
Fill out the form and we'll reach out within one business day to walk you through onboarding and get your first client lease set up. There's no demo to sit through — just a quick 15-minute call to get you live.
Founding Member Beta: Only 7 spots remaining at $199/month. This rate is locked in permanently for early adopters.