NETSOL’s Broker Tech provides an integrated, all-in-one platform designed to streamline every part of the broker’s workflow—from generating quotes to managing proposals—empowering brokers to focus on building client relationships.
By streamlining manual tasks, brokers can focus on delivering fast, personalized service, aligning clients with the right financing options, and fostering strong relationships with both clients and lenders for long-term loyalty.
Our platform grows with your business. Whether you’re a small broker or a large enterprise, NETSOL’s modular and cost-effective solutions provide flexibility to scale without compromising service quality or efficiency.
Built-in compliance features and transparent commission disclosures make it easier for brokers to meet regulatory standards while keeping clients fully informed, ensuring trust and reducing risk.
Our easy-to-use platform is designed specifically for asset finance brokers, ensuring secure data control, quick and easy user onboarding, lower operational costs and a seamless lender-broker connection.
Automated KYC and Due Diligence ensure compliance while minimizing rework, powered by a cutting-edge SaaS platform with configurable layouts and flows.
A single platform connecting multiple lenders and aggregator networks, eliminating the need for multiple portals pre-installed with all broker needs and the flexibility to integrate with any third-party of your choice.
Effective monitoring for aggregators and brokerage performance tracking with a real-time dashboard monitoring proposals, deal volume, revenue trends, lender approvals, client engagement, and key financial metrics.
Challenges
Traditional CRMs often restrict data access, limiting broker autonomy and control over client information. Our portal ensures you have full control over your data, allowing for seamless management, security, and compliance without external restrictions.
Many brokers still rely on manual or semi-automated workflows for due diligence and KYC processes, increasing errors and slowing operations. Our portal automates these processes, reducing human error, improving efficiency, and enabling brokers to focus on closing deals rather than paperwork.
Each lender has unique compliance requirements, making accurate data entry crucial. Our platform ensures seamless compliance with regulations and best market practices, making it adaptable to any lender's requirements accurately and leaving minimal rework.
With more brokers entering the market while its size remains unchanged, the battle for customer loyalty and top talent is tougher than ever. Our platform provides the tools to enhance customer experience and retain skilled employees, giving you a competitive edge.
NETSOL’s Broker Tech simplifies quote and proposal creation, letting brokers quickly generate and customise documents—cutting manual effort and speeding up deal closures.
Brokers gain immediate access to tools like deal structuring, document management, compliance tracking, and client interaction—streamlining workflows with minimal setup.
Tailor interactions by asset class or specialization—automotive, equipment, or others—ensuring a personalised, efficient experience across all channels.
Automated compliance features handle regulatory checks and document flows, easing broker workload and ensuring industry-standard adherence.
Dashboards provide real-time insights into deal volume, loan status, and client engagement—helping brokers make informed, growth-focused decisions.
Flexible architecture grows with your business, allowing easy tool adjustments as needs evolve.
“NETSOL have been brilliant. Their response times are very quick. We have access to their development team, so any developments that are required are done very quickly, so that’s perfect for us because we need to act quickly on behalf of our vendors. I’d absolutely recommend both Transcend Marketplace (Formerly known as Appex Now) and NETSOL. The product is brilliant. It works fantastically well and NETSOL have been a joy to work with – responsive to our needs and quickly made any changes that we required.”
( Head of Vendor, Haydock Finance )
Assets managed globally
Customers worldwide
Years on NASDAQ: NTWK
Successful implementations
See how brokers are closing deals faster, improving compliance, and enhancing lender collaboration.