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Cloud CRM Software for Brokers and Lenders

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

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.


Loan Process Management

Revolutionise your product management.

Effectively manage your loans, customers and providers with powerful loan management at the core of the software.

Secure Document Storage

Do away with the filing cabinets.

Securely store any correspondence from solicitors, banks or underwriting, all within secure, linked data folders. Company accounts, asset/security info, valuations & more can be easily accessed & tagged in a customer or case record.

Full Audit Capability & KYC

Know your business inside and out.

You can track business performance with a fully auditable sales & lending process trail, & AML & Credit Screen checks are available too for Knowing Your Customer.

Manage your Loan Providers

Seamlessly integrate with Funding Partners.

Run multiple loan products from multiple Providers, added and updated easily via a web service or integrated email.

Introducer Panel Management

Communication Trail with Your Referrers

Clear correspondence and case statuses with your introducer network.

Investor Management

Communicate with your high networth or credit line investors

Statement creation on a periodic basis and financial forecast functionallity

Marketing Made Easy

Deliver great marketing campaigns.

Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.

Access from Anywhere

All you need is an internet connection.

The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.

Industry Specific

Don't settle for bloated, generic software.

Our software is based around lending industry specific features without the generic bloat of other CRM systems. We even work with industry bodies and providers to integrate with their services.

Tailor Made

Software that adapts to your business, not the other way round.

Our flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.

Powerful Reporting

Complete insight into your business.

Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.

Secure Data Storage

Secure, automated backup of your data.

You need never worry about losing your data again. We securely host and backup your data on our servers. We can even send you a backup via FTP for extra piece of mind.

360° Customer View

Understand your customers.

View and interact with customers easily with integrated prospecting, marketing, sales and support.

Cost Effective

Software that doesn't cost an arm and a leg.

Pay for what you need via affordable monthly payments and expand as your business grows.

User Permissions

Access to what is required and nothing else.

You don't want every member of staff to be able to view and modify all of your data, with our software you can make sure your staff can only view and modify the areas of the software they require.

Document Management

Seamlessly manage all correspondence.

Our advanced document management system allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customers record for ease of access.

Financial Control

Keep on top of your finances.

Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

White Label Software

Reinforce your business identity.

We will customise our software to display your logo and match the interface to your business colours.

Free Updates

We'll never charge you for updates.

When we make updates you will receive that update at no extra cost and with minimal disruption to your service.

Sage 50 and Sage 200 Integration
BrightSign Electronic Signature

The complete business management solution for the lending sector that gives you duty of care and assistance in adhering to FCA compliance.

Our cloud based software allows you to run multiple loan products on one platform with the ability to add new products and diversify into new markets seamlessly, it will even allow you to manage your own lending, all built right into the software.

With the impending FCA legislation change regarding Affordability Checks for every Credit Agreement† our CRM software, built specifically for Brokers and Lenders, has the capability to safely store all client finance details (such as salary, existing loans, IVA's, etc) to assist you in adhering to new legislation changes and ensure you are compliant.

It's important to have an accurate insight into performance. Having an understanding of your key performance indicators can give you the means to grow your business and ensure future success. Our Broker CRM offers full reporting for loan products, individual brokers and affiliates, with an auditable sales trail allowing you to provide complete transparency to business partners and regulators.

Whether you're a Broker or Lender, we have spent time producing a CRM solution that is fit for purpose. Our Broker CRM will optimise performance and streamline your core business processes for optimum efficiency, allowing you to automate tedious jobs and achieve more with fewer resources.

We have a great understanding in this sector, matched with software that is affordable and flexible to meet your individual business requirements. For more information about the Broker-Lender CRM please get in touch.

† The FCA sets out in detail how it will regulate consumer credit, including payday lending, when it takes over responsibility in April 2014 http://www.fca.org.uk/news/firms/consumer-credit-detail

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G-Cloud supplier.