Broker-Lender CRM

Deployment

AndroidiPhone/iPadWeb-based

Best for

Small

Overview

About Broker-Lender CRM

BrightOffice can support you with different versions of our software. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing, all within your own dedicated Broker-Lender Cloud CRM.

Here at BrightOffice we know that your cash flow is at the centre of your business, which is why our software helps tracks all money in and out of individual lending cases.

At a glance

Software information

Industries served, licensing and the support Broker-Lender CRM provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Live Chat
  • Online (Ticket)

Training

  • Help Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Blogs
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Capabilities

Broker-Lender CRM features

The full feature set, grouped by module.

Investment Management Software

  • Client Portal
  • Fund Management
  • Performance Metrics
  • Risk Management

Plans

Broker-Lender CRM pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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