Digital tools for Brokers

SmartFinanceHub frees up brokers’ time to focus on client relationships, reducing time needed for administration and compliance.

Built by funders and brokers for funders and brokers

Single point of access to all funders through one log-in.

Connections to Open Banking, CRAs and accounting platforms.

Live updates from funders on proposal status.

Close more deals, focus more time on client relationships

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

Launched in collaboration with leading innovators in commercial finance

More deals converted

Get more deals funded faster with proposals supported by rich background data.

One log-in for all funders

Single point of access for submission of proposals across a broker's funders.

Inbuilt compliance

Easily demonstrate compliance with TCF regulation and capture of customer consents.

Grow sales teams

Supported by tools that drive consistent execution.

Live deal updates

Live dashboards providing deal updates and funder notes.

Free access to data sources

Leverage our relationships with CRAs, management accounts and Open Banking providers.

Lending. Digitised.

Simple, fast proposal submissions

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.

Straightforward compliance

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.

Simple set up

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.