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Brokers arranging business loans and asset finance spend their days chasing documents, reading bank statements, matching deals to lenders and missing calls while they're on the phone to lenders. Document portals, statement converters, a searchable lender knowledge base, an AI call answerer and a CRM for agreement end dates take on much of that. The broker still checks every figure and decides on lenders, and where the credit is regulated, FCA credit broking rules and Consumer Duty apply to everything a client hears.
7 ideastypical cost $44£33€39A$63C$62 a monthtypical saving about $399£300€357A$576C$564 a month
Aircall's AI Voice Agent answers calls while you're with lenders or clients, takes details and passes urgent callers to you. From about $101£76€90A$146C$143 a month.
Draft and schedule LinkedIn posts in batches with Buffer's AI Assistant, with approval before anything goes out on the Team plan. From about $31£23€27A$44C$43 a month.
Copilot in Excel checks a client's management accounts for trends, margins and debtor days before you apply. From about $21£16€19A$31C$30 a month, plus Microsoft 365.
Capsule CRM reminds you to call clients before their asset finance ends, with AI summaries of past contact. From about $72£54€64A$104C$102 a month for 2 users.
Content Snare sends clients one list of the statements, accounts and ID a lender needs and chases what's missing. From about $35£26€31A$50C$49 a month.
DocuClipper turns PDF bank statements into a categorized spreadsheet, so you can summarize a client's account for a lender. From about $59£44€52A$84C$83 a month.
Keep each lender's appetite in Notion and ask questions of it with Notion AI on the Business plan. From about $40£30€36A$58C$56 a month for 2 users.