Broker-Lender CRM

Cloud CRM Software for Brokers and Lenders

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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.
BrightOffice Cloud CRM

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

SUPPORT

  • Chat
  • Phone

Knowledge Base

  • Help Guides
  • Blogs

Broker-Lender CRM Core Features

Investment Management

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

Broker-Lender CRM Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based

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