Audience

Broker-dealers searching for a solution providing liquidity and execution services

About BrightOffice Broker CRM

Whether you are a new or established broker or lending business BrightOffice can support you with different versions of our software. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing, all within your own dedicated Broker-Lender Cloud CRM. Here at BrightOffice we know that your cash flow is at the centre of your business, which is why our software helps tracks all money in and out of individual lending cases. All of your data is securely hosted and backed up on our UK servers.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

BrightOffice Cloud CRM
Founded: 2009
United Kingdom
www.brightoffice.co.uk/crm/broker

Videos and Screen Captures

BrightOffice Broker CRM Screenshot 1
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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

BrightOffice Broker CRM Frequently Asked Questions

Q: What kinds of users and organization types does BrightOffice Broker CRM work with?
Q: What languages does BrightOffice Broker CRM support in their product?
Q: What kind of support options does BrightOffice Broker CRM offer?
Q: Does BrightOffice Broker CRM have a mobile app?
Q: What type of training does BrightOffice Broker CRM provide?
Q: Does BrightOffice Broker CRM offer a free trial?

BrightOffice Broker CRM Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking