Resources
Guides for asset finance brokers
Plain-English guides to running a brokerage: the software, the workflows, the payout process and where AI actually helps. When spreadsheets are the right answer, we say so.
What is a broker platform?
The five-step loop every brokerage runs (quote, propose, document, pay out, get paid) and the software that runs it in one place.
Read the guide → Buyer's guideAsset finance software: a buyer's guide for UK brokers
Seven capabilities that matter, ten questions to ask every vendor, including us, and the traps that catch buyers.
Read the guide → GuideCRM for finance brokers: what to look for
Why brokerages on Salesforce and HubSpot still run half the business in spreadsheets, and what a deal-aware CRM knows that they don't.
Read the guide → AIWhat AI actually does in a broker platform
Document extraction, field-by-field payout checks, and the judgement calls that stay human. Plus the questions that expose AI garnish.
Read the guide → ComparisonSpreadsheets vs broker software
What Excel does well, where the costs hide, and the five concrete triggers that mean it's time to move.
Read the guide → SuggestWhat should we write next?
These guides come from questions brokers actually ask us. If yours isn't covered, tell us and we'll write it.
Email a suggestion →