Platform Connect

The next CRM you never knew you needed

A new application built to grow your business

Platform Connect Asset Finance CRM

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.

Platform Connect has been customised specifically for asset finance brokers, both for consumer and commercial deals. It enables brokers to fully control the application from lead, to quote, assessment to application. The broker has access and can make changes to the application on any device, at any time and in real-time. They can also supply their clients with a secure login to the unique Client Portal so they can easily update or supply details as required.

Compliance was a big consideration in the build as well. We have made sure that all NCCP requirements have been covered off on and compliance documents are tracked and automatically sent out at the correct times during the workflow. Clients can use an electronic signature to formalise paperwork quickly and efficiently. Finally, paperwork can be submitted online via a fully functional API technology, direct to many lenders.

What are the key features of Platform Connect?

  • FULL CRM FUNCTIONALITY
    CRM system to manage leads, residuals, payouts, returning clients, replacements etc. All client details in the one place for easy management
  • DOCUMENT AUTOMATION
    Create documents from your templates and email them directly to your client for electronic signatures
  • FINANCIER APIs
    Fully functional APIs to many lenders upfront
  • CLIENT PORTAL ACCESS
    Give your clients a secure login to access and input details in their deals
  • ACCESS ON THE GO
    Platform Connect is compatible with every smart device wherever you are ie. iOS, Android, Google
  • CREDIT & SETTLEMENT AUTOMATION
    Manage credit and settlement document workflow and performance
  • SMS & EMAIL MARKETING
    Send branded and personal SMS messages and emails from Platform Connect. Automation notifications, updates and reminders

  • COMPLIANCE TRACKING & AUTOMATION
    Automated scheduled compliance documents can be sent out at the right time for each deal
  • FULLY CUSTOMISABLE
    Create custom workflows, status indicators, segments and reports. Customise the CRM to reflect your organisation’s branding
  • LIVE CHAT
    Collaborate with your team and connect with your clients using Live Chat feature
  • OCR READER
    Optical character recognition to automatically scan driver’s licences and passports, then automatically populate the application with the details
  • PERMISSION CONTROLS
    Control level access your users have, allowing access based on team membership or deal ownership
  • NOTES, TASKS AND FILES
    Ensure your deals are up to date using notes, tasks and files. Save all emails, calls and SMS messages in deal notes

Platform Connect will revolutionise the way brokers manage process applications on a daily basis.

Want to learn more?

Get in touch and find out how you can access Platform Connect

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