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