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Key Features of the Broker Portal

Manage the full deal lifecycle from enquiry to completion in one portal. Generate proposals, manage documents, submit applications, and track progress.

View all active deals, statuses, and workloads in real time. Prioritise actions, manage volumes, and stay in control without manual tracking.

Compliance is embedded directly into daily broker workflows. Every action is recorded automatically to support audit readiness.

Scale as volumes, lender panels, and requirements evolve. Configurable workflows and integrations adapt without disrupting brokers.

Capabilities across the auto finance lifecycle

Broker-Led Digital Origination

Capture customer details and initiate applications through a single digital workflow that standardises broker-led journeys across the entire deal lifecycle.

Quote Comparison & Deal Structuring

Generate and compare financing options across lender panels, enabling brokers to structure deals clearly and consistently while supporting faster decisions and reducing rework.

Proposal & Application Management

Create, manage, and progress proposals within structured workflows that keep application data accurate and complete, reducing delays caused by missing information or repeated clarifications.

Documentation & Submission Control

Automate document generation and manage submissions through controlled workflows, ensuring applications are packaged correctly before submission and approvals move faster.

Deal Tracking & Pipeline Visibility

Track every deal from application to completion with real-time visibility into deal status, outstanding actions, and pipeline workload—without relying on manual tracking.

Compliance & Audit Readiness

Embed compliance into everyday broker activity with structured, auditable workflows that automatically record actions and changes, supporting consistent record keeping.

An intelligent broker platform built for speed,
accuracy, and confidence

Broker Portal supports broker-led origination and deal progression with workflow-driven intelligence—reducing manual effort, improving data accuracy, and keeping control firmly with brokers.

Broker-Led
Origination

Access customer, application, proposal, and deal insights instantly through a conversational interface. Quickly review details and identify next actions.

Intelligent document
processing

Automatically extract and validate key data from uploaded documents. Identify missing information or discrepancies early.

Automated Rule &
Validation Logic

Apply structured validation across applications and proposals. Flag issues early to improve submission quality and reduce errors before progression.

Deal & Risk
Insights

Surface clear insights across customer profiles, deal structures, and assets. Support informed decisions and assess deal readiness with greater confidence.

Finance & Proposal Structuring Support

Support consistent finance and proposal structuring aligned to customer and asset profiles. Reduce manual calculations instantly.

Portfolio & Pipeline Pattern Insights

Identify trends across active and completed deals to understand pipeline performance. Spot delays and prioritise effectively.

Conversational credit assistant

Chat-based insights and actions for credit teams—ask, analyze, and act instantly to boost productivity and decision speed.

Intelligent document processing

Extract critical financial data from tax returns, bank statements, and contracts, with validation and discrepancy detection for faster, more accurate credit assessments.

Automated credit rule generation

Convert complex lending policies into automated credit rules to ensure consistent, compliant decisions without manual interpretation.

Credit & risk reports

Deliver SWOT analysis, applicant and asset insights, and credit memos—streamlining evaluation and enabling confident decisions.

Finance structuring

Build optimized, risk-aligned finance terms tailored to each borrower’s profile, credit policy, and asset type.

Portfolio & risk segmentation

Identify applicant patterns using historical data to refine risk strategies and improve approval quality.

Whitepaper

The AI Transformation
Playbook for Auto Captives

Read Now

Blog

Boosting returns through specialisation in asset finance – Key insights from AFC’s webinar

Understand the real operational cost of outdated systems—and how to prioritize automation that delivers ROI.

Read Now

Blog

Why human-in-the-loop is critical to successful AI strategies in asset finance

We’ve officially launched localized versions of our retail platform to support growing demand across key EU markets.

Read Now

Webinar

When, how and why should auto and equipment finance lenders deploy AI?

The panel explores AI’s three adoption pillars, why many start with traditional tools, and how AI integration drives measurable business impact.

Watch the Webinar

See how Broker Portal can help you reduce costs, speed up
decisions, and stay ahead in asset finance.
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Unit 345
2500 Castle Dr
Manhattan, NY

T: +216 (0)40 3629 4753
E: [email protected]