The CRM that will revolutionise the way brokers manage and process asset finance applications
A new CRM built to grow your business
Platform Finance has invested in development of a custom-built cloud-based application to provide our brokers and business partners with the best asset finance lead management and loan application system on the market. The system is called Platform Connect and will revolutionise the way you manage and process applications on a daily basis.
Customised for asset finance
Platform Connect has been designed specifically for asset finance brokers, both for commercial and consumer customers. It enables brokers to fully control the application workflow from lead to settlement, all in the one integrated online system.
Connect CRM Capabilities
How does it work?
Referring broker creates new quote/
deal for client.
Client wants to proceed, Broker to complete loan file and create compliance documents.
Referring Broker has option to send to Platform for processing or go direct to lender.
Document preparation and settlement, with complete deal tracking along the way.
Helpdesk Training and Support
Our team are here to on-board, train and support all new users of Connect. We can be contacted via email to assist or our support team can link with the user via in-browser screen sharing.
8am - 8pm Monday to Friday
8am - 12pm Saturday
One word to explain Connect – INCREDIBLE. Ever since we decided to move to over to Connect, we have been extremely happy with how it has improved the productivity of our business.