Platform Connect

The CRM that will revolutionise the way brokers manage and process asset finance applications.

Platform Connect CRM

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.

Watch our video to see how easy it is to generate a Quick Quote in Connect.

Business Prop v4

Customised for asset finance

Platform Connect has been customised 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. 

Fully functional API’s to multiple lenders

Access to the broker and client portals on any device 24/7

Automation for documents and compliance

Marketing and CRM capabilities

Connect CRM Capabilities

Collect

Verify

Support

Collaborate

Integrate

How does it work?

Step 1

Referring broker creates new quote/
deal for client.

Step 2

Client wants to proceed, Broker to complete loan file and create compliance documents.

Step 3

Referring Broker has option to send to Platform for processing or go direct to lender.

Step 4

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

Helpdesk for Brokers

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.

Brett McMurrick

Principal at MMF Finance and Consulting

Get your free demo on Platform Connect

  • Privacy Policy here