Digital tools for Funders

SmartFinanceHub helps funders increase conversion rates and evaluate proposals more easily with greater confidence around compliance.

Built by funders and brokers for funders and brokers

Allows brokers to access funders and match proposals to appetite and optimise funder look-to-book ratios.

Delivers higher-quality proposals with secure upload of documents and access to Open Banking and Management Accounts.

Integrates through APIs to deliver proposals into a funders’ own tech stack or workflow for streamlined operations.

Digital technology that creates value for funders and brokers

Single point of access for brokers to screen proposals in minutes

Digital packaging of proposals to drive high quality submissions

Demonstrable compliance with TCF and FCA rules

Advanced live tracking of status of proposals and updates

Easy configuration of funding appetite used to screen proposals

Launched in collaboration with leading innovators in commercial finance

Increased look-to-book

Higher conversion ratios by eliminating proposals that don’t fit appetite, improving time to decision.

Compliant processes

Compliance can be easily demonstrated and audited by funders, including data management and consent.

More deals, higher quality

Flow of quality proposals & standardisation of processes, provides confidence across broker panels.

Effective collaboration

Live visibility of flow and status of each deal and collaboration tools to ensure efficient completion.

API-led integration with funders’ portals

One system for broker relationships, operational control and compliance, as stand- alone or integrated into existing portals.

Live reporting

Reporting across pipeline for brokers and funders via operational dashboards to assist broker reviews and auditing.

Dynamic information capture and funder matching

Capture proposed deal structure, assets, supplier source and verification of the end customer, combined with CRA data to qualify potential deals against funder appetites. Brokers are presented with simple guidance of the most likely routes to funding.

Structured, compliant proposals

Deliver a repeatable, auditable, proposal creation process. A range of 3rd party integrations including both permissioned and background data sources are utilised to capture and package rich submissions to funders. SmartFinanceHub integrates with CRAs, Open Banking and CCDS data as well as providing structured input to support the deal.

Manage pipeline and proposals

Provide management interfaces for funders and brokers to stay up to date with proposal progress, recall saved proposals and review pipeline performance across the entire panel. Deep dive into specific proposals to see a record of all steps taken, information captured, documents provided, consents captured and terms shown.