End-to-end finance application platform, via cutting edge technology built specifically for Asset Finance brokers.
- Organise and process leads easily and quickly via a visual workflow
- Connect with clients using integrated VoIP phone, SMS, E-Mail, Live chat and Video conferencing.
- Manage your clients, marketing and future sales via comprehensive CRM
- Integrate with lenders, insurers, referrers, valuers, credit authorities and government agencies.
Electronically deliver Disclosure Documents in an easy and NCCP-compliant manner.
- All documents are date, time & location stamped
- All transactions stored on one convenient in-built dashboard
- Sign-On-Glass technology
- No app download required
An innovative and practical compliance platform that empowers Finance Brokers to assess, monitor and educate themselves on NCCP requirements.
- Market-leading technology
- Comprehensive NCCP & Responsible Lending file audits
- Audit reports and certifications
- CPD points gained
- Dashboard reporting, including visibility of staff and Credit Representatives
Full Learning Management System that incorporates eLearning content designed to connect, educate and empower Finance Brokers.
- Designed in collaboration with Finance Brokers, Lenders and Aggregators.
- Learning courses have a ‘front-line perspective’ but with oversight from a leading consumer law firm.
- White-Label options for your business available.
- Courses include Responsible Lending, ACL General Business Obligations, Client Interviews, Client Validation, Asset Finance 101 and many more…