Where deals stall
Between approval and pay-out, everything slows down
Broking rewards whoever gets back to the customer first and gets the deal paid out cleanly. Both of those come down to how fast you can move paper, and that is where most of your time goes.
You type the same deal five times
It goes into your spreadsheet, then a CRM that was never built for asset finance, then two funder portals, then the pack. Each time you re-type it you risk the small difference that comes back later as a query.
An approval is not a pay-out
Your approved deal still has to make it to pay-out. You chase the documents, check them by hand, and get them sent back over one wrong figure. Your commission waits for all of it.
Disclosure is under the microscope
Commission disclosure is being looked at harder than it has been in years. If your evidence of what you disclosed, to whom and when lives in an inbox and a shared folder, answering for it costs you a week of digging instead of a report you can run.
From proposal to pay-out
Build the deal once, and work from it
Everything you send out afterwards comes off that same record, so it all agrees with itself. That is what takes away the re-typing, the funder queries and the digging through folders.
Submitted
Kestrel Plant Hire
£126,000
B. Aldous & Sons
£38,750
Approved
Hartwell Farms Ltd
£48,500
Paid out
Fenwick Logistics
£72,300
Quote your whole panel in one go
You enter the deal once, then price it against every funder on your panel side by side, with your commission on each.
The awkward structures are handled properly: seasonal profiles for agriculture, part exchange and settlements on plant and vehicles. Send it to whichever funder fits, and if one declines, going elsewhere costs you a couple of clicks.
- ✓Customer name matches approved deal
- ✓Invoice total £58,200 matches agreement
- ✓Serial number matches invoice & agreement
- !Delivery postcode differs from deal
- ✓Deposit £5,820 reconciles with invoice
Get paid out first time
Your funder pays when the paperwork matches what they approved. So before anything goes out, AI reads every document in the pack and compares it against the deal.
A name that doesn't quite match. A figure that moved. A serial number one digit out. You see those before your funder does, which is usually the difference between paying out this week and next month.
Compliance sent
98%
Accepted
94%
Awaiting
3 deals
- Clear
S. Patel
24 deals · all evidenced
- Chase
M. Woods
18 deals · 1 awaiting acceptance
- Clear
D. Okafor
11 deals · all evidenced
Largest customer exposure: £412k · full report →
Disclosure you can stand behind
Your commission disclosure comes from the same numbers the deal was priced on, so it cannot quietly disagree with the quote your customer signed.
The rest of your evidence builds the same way. If you run a team, you can see all of it live: who is covered, where your exposure sits, and what the book looks like this month.
What you get
Explore the features →Win the deal
You can price against your whole panel while the customer is still on the phone, then send them a quote with your own branding.
Get it approved
We integrate directly with some of the industry's largest funders, so proposals go straight across and decisions come back in minutes rather than days.
Get it paid
We gather everything your funder needs, and AI checks every document against the approved deal before it goes, so your pack clears on the first pass instead of the third.
Stay compliant
You get your evidence as a by-product of doing the work, so when someone asks what you disclosed and when, the answer is already on the deal.
Pricing
Priced per user, from £80 a month
Start with quoting, add the full deal lifecycle when you're ready.
Basic
Quoting, done properly.
- HP, finance lease and loan calculator
- Seasonal profiles, part exchange, settlements
- Branded quotes with tracked delivery
- Tasks and reminders
Premium
The full deal lifecycle.
- Everything in Basic
- Deal pipeline and dashboards
- Funder rate cards and comparison
- Direct funder submissions
- Document generation, compliance and e-sign
- Pay-out packs with AI document checks
- Commission tracking and reports
Groups
One hub, several brokerages.
- Everything in Premium
- Multiple brokerages under one hub
- Shared funder panels, separated books
- Onboarding and data import with our team
- Priority support
Billed per user, monthly. Tell us how your brokerage runs and we'll be straight about which plan fits. talk to us.