Entry-level CRM tool launches for commercial finance brokers

Software firm, BrightOffice, has launched BrightBroker, an entry-level customer relationship management (CRM) tool for growing commercial finance brokers.

The new purpose-built platform simplifies the management of cases and business finance leads from a single, secure cloud-hosted tool.

Features of BrightBroker include:

• Preconfigured case statuses (Fact Find, KYC etc.), workflow automation, and reports;
• Import of lender panel products and cases/work in progress for a smooth transition;
• Source management with full audit trail to track and communicate with introducers;
• Branded suite of document templates (Fact Find, Terms of Business, Privacy Notice and GDPR, SALIE etc.) with BrightSign e-signature functionality;
• Custom URL, webmail integration, and SMS and newsletter marketing templates;
• Built-in BrightOfficePay card payment collection and integrations with industry tools;

Nick Nicolaou, product director of BrightOffice, said: “We are thrilled to launch BrightBroker, the newest addition to our suite of CRM software. Our product has the specialist features that brokers need to efficiently guide them through cases from the initial fact find and KYC checks all the way through to completion, freeing up time to focus on business growth. The finance industry is highly competitive, but our purpose-built software will give commercial finance brokers the competitive edge.”