Business Finance Broker System

The AXLR8 Business Finance Broker system will streamline your business processes reduce costs and help with every aspect of compliance and management reporting. You will have the information at your fingertips for regular audits and ad hoc information to make those important decisions.

Features Include

  • Full CRM holding all details required about
    • Clients, Directors & Guarantors
    • Suppliers
    • Funders
    • Tasks
    • History
    • Notes
    • Documents
  • KYC and other compliance
  • Set up Loans and Asset Finance requirements
    • Business Loans
    • Commercial Finance Asset Finance and
    • other forms of smart business fundraising and borrowing.
  • Quotation calculations
  • Proposals
  • Funder proposal tracking
  • Full reporting
  • Mail merge every document required including detailed proposals
  • Do things once instead of every time for “frequent flyer” repeat business.
  • Security
  • Privacy (one broker can be set not to see another broker’s Suppliers, clients, etc.
  • GDPR compliance
  • many more features