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.