The AXLR8 Business Finance Broker system will streamline your business processes reduce costs and help with every aspect of compliance and management reporting. You will have the information at your fingertips for regular audits and ad hoc information to make those important decisions.

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Features Include

• Full CRM holding all details required about
  • Clients, Directors & Guarantors
  • Suppliers
  • Funders
  • Tasks
  • History
  • Notes
  • Documents
• KYC and other compliance
• Set up Loans and Asset Finance requirements
  • Business Loans
  • Commercial Finance Asset Finance and
  • other forms of smart business fundraising and borrowing.
• Quotation calculations
• Proposals
• Funder proposal tracking
• Full reporting
• Mail merge every document required including detailed proposals
• Do things once instead of every time for “frequent flyer” repeat business.
• Security
• Privacy (one broker can be set not to see another broker’s Suppliers, clients, etc.
• GDPR compliance
• many more features

Also integrates with

• AXLR8 Exchange Vault: email links and archiving
• AXLR8 Trigaware: sends auto email reminders
• AXLR8 Newsletter Builder
• AXLR8 Report Writer
• AXLR8 Loan Book Management System “LoanMatrix”
• Credit checking systems
• Proposal entry systems for funders

Call AXLR8 to discuss your requirements 01344 776500