Cloud CRM Software for Brokers and Lenders. The Cloud that is flexible based for the financing sector, that assists in sticking with FCA conformity

Cloud CRM Software for Brokers and Lenders. The Cloud that is flexible based for the financing sector, that assists in sticking with FCA conformity

The versatile Cloud based CRM for the financing sector, that assists in staying with FCA conformity.

With different versions of our software whether you are a new or established broker or lending business BrightOffice can support you. We presently offer systems throughout the board from commercial agents & loan providers to consumer lenders & retail brokers. Our Cloud CRM platforms provides users the capability to add new services (asset finance, short-term financing, bridging loans, invoice factoring….) and diversify into brand brand new areas. Insurance firms completely built-in loan procedure workflows (which you define) in your body you are able to handle your tasks from fact find & credit check all the way through to application capture & invoicing, all in your very own committed Broker-Lender Cloud CRM. Here at BrightOffice we understand that the income has reached the centre of the company, which explains why our pc pc computer software assists songs all cash inside and outside of individual financing instances. All your data is securely backed and hosted through to our British servers.

Efficiently handle your loans, customers and providers with effective loan administration at the core regarding the computer computer pc software.

Firmly shop any communication from lawyers, banking institutions or underwriting, all within protected, linked information folders. Records, asset/security info, valuations & more can be simply accessed & tagged in a case or customer record.

It is possible to monitor company performance having a sales that are fully auditable financing procedure path, & AML & Credit Screen checks can be obtained too for Knowing Your client.

Manage your Financial Institutions

Run multiple loan items from numerous Providers, added and updated easily via an internet solution or incorporated e-mail.

360В° customer view

Interact and view with clients effortlessly with integrated prospecting, advertising, product product sales and help.


Pay money for the thing you need via affordable monthly premiums and expand as your business grows.

Introducer Panel Management

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Clear communication and instance statuses together with your introducer system.

Investor Management

Statement creation on a regular foundation and forecast functionallity that is financial

Marketing Made Easy

Dynamic database filtering targets the proper clients and allows you to market the services you provide when you look at the many effective manner, whether via e-mail, Post or SMS.

Access from Anywhere

The program is situated when you look at the cloud, meaning information is securely copied. You may limit usage of specific internet protocol address details and time of time.

Industry Specific

Our software program is situated around lending industry specified features without having the generic bloat of other CRM systems. We also assist industry figures and providers to incorporate due to their solutions.


Our versatile computer computer computer software compliments and works together with your organization procedures utilizing bespoke workflows that will help you handle everyday tasks with simplicity.

Effective Reporting

Reporting is vital for almost any company to achieve an awareness of that which works and so what doesn’t. Our reporting suite enables you to report on any or database that is multiple.

Secure Data Space

You’ll need never worry about losing important computer data once more. We firmly host and backup important computer data on our servers. We could also give you a back-up via FTP for additional little bit of head.

360В° Customer View

View and interact with clients effortlessly with built-in prospecting, advertising, product sales and help.


Pay money for the thing you need via affordable monthly premiums and expand as your company grows.

User Permissions

You do not wish every person in staff in order to see and alter your entire information, with your computer computer software you may make certain your staff can simply see and change the regions of the program they might require.

Document Management

Our higher level document administration system lets you produce personalised documents in the click of a switch and save your self any incoming correspondence alongside the shoppers record for simplicity of access.

Financial Control

Procedure orders, generate invoices and manage arrears collection effortlessly and effortlessly, all inside the computer computer computer software.

White Label Computer Computer Software

We shall customise our computer pc pc software to show your logo design and match the screen to your organization tints.

Complimentary Updates

Whenever we make updates you will definitely get that improvement at no extra expense along with minimal interruption to your service.

The business that is complete solution for the financing sector that offers you responsibility of care and help in staying with FCA conformity.

Our cloud based pc pc software enables you to run numerous loan items on a single platform having the ability to include new services and diversify into new areas seamlessly, it’s going to also permit you to handle your own personal financing, all built directly into the program.

Utilizing the impending FCA legislation modification regarding Affordability Checks for every single Credit Agreement† our CRM software, built especially for Brokers and Lenders, has the power to safely store all customer finance details (such as for instance salary, current loans, IVA’s, etc) to help you in staying with brand new legislation modifications and guarantee you might be compliant.

It is vital to have an insight that is accurate performance. Having an awareness of the key performance indicators will give you the methods to increase your company and guarantee future success. Our Broker CRM provides complete reporting for loan items, specific agents and affiliates, having an auditable product sales path enabling you to provide complete transparency to company lovers and regulators.

Whether you are an agent or Lender, we now have invested time producing a CRM solution that is fit for function. Our Broker CRM will optimise performance and streamline your core company processes for maximum effectiveness, letting you automate tiresome jobs and achieve more with fewer resources.

We now have an understanding that is great this sector, matched with pc software that is affordable and flexible to generally meet your own personal company demands. To learn more concerning the Broker-Lender CRM please get in contact.

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