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Help index01 · Account

Step-through

Sign in to LeasePilot

Sign in: email first, then SSO or password, plus 2FA when enabled.

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Account
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1 min
Walkthrough in production

We’re still drafting this one.

For a live walkthrough on your forms, ask the team that built your platform.

Signing in starts with your email and adapts from there. You don't need to remember whether your firm uses SSO, a password, or both — LeasePilot picks the path your account is set up for and walks you through it.

01What the flow looks like

  1. i.Email. Enter the address you sign in with and click Next.
  2. ii.SSO or password. If SSO is set up for your firm, the next step is a Single sign-on enabled card; click Continue with SSO and you're sent to your identity provider (Okta, Azure AD, whichever your firm uses) to authenticate. If SSO isn't on, you're asked for a password instead — the eye icon shows or hides it, and Forgot password? kicks off a reset.
  3. iii.2FA, if it's on. When two-factor authentication is enabled on your account, the final step is entering the one-time code from your authenticator app. Without the code, sign-in doesn't complete.

The back arrow next to the email at step two returns you to step one — useful when you typo'd the address.

NoteYou don't choose your sign-in method; your account does. The email you enter tells LeasePilot whether SSO is configured for your firm. If your firm enables SSO down the line, the flow simply shifts: you'll start seeing the SSO step instead of the password step, no re-onboarding required.

The methods themselves are configured elsewhere: SSO setup for your firm's identity provider, your account settings for the 2FA toggle on your own login.

Sign-off

See it on your forms, not a generic demo.

A 30-minute walkthrough, built around your forms, your clauses, and your deal logic.