SmartFinanceHub frees up brokers’ time to focus on client relationships, reducing time needed for administration and compliance.
Spend less time entering proposals and more time closing the right deals with the right funders
Instantly check proposals are in appetite of funders without a hard credit search
Supports team growth by providing easy to follow guidance on funder fit and proposal structure
Maintain complete control of and access to all customer data at all times
One system for all funders deployed as stand-alone or integrated into existing portals
Delivers a simple process to create and view proposals for all funders on a brokers’ panel. By providing a single form that adapts based on deal parameters, the broker need only enter the relevant information and do so once.
Demonstrate compliance with FCA regulations, GDPR, etc. SmartFinanceHub makes it straightforward to comply with the industry code of conduct, Treating Customers Fairly, FCA Rules & GDPR with an evidencable audit trail.
Connect to SmartFinanceHub in the way that works best. A broker user portal is offered to enable getting started with no integration required. Alternatively, API connections are available to connect to existing proposal, CRM & workflow management tools.