Commercial Asset Finance Systems

The Commercial Asset Finance Broker system is built on AXLR8’s CRM and business workflow tools as a specialist solution for mid-sized Finance Brokers arranging finance for capital sums which can unlock business growth potential for their clients.

Generate new business with:

Sales automation

Marketing tools

Manage pipeline

Back office and proposal/estimates calculations

Manage proposals to funders

Have easy access to all the information you need for compliance

Management reporting

Professional services

Contact details for Clients, prospects, Funders, Introducers, etc.

Client history and planned/diarised activity

Credit and other internal and external compliance checks

Estimates/ Quotes put in basic parameters

Reports to show everything from pipeline and sales leagues to commissions and client action lists.