BrightOffice Cloud CRM

Broker-Lender CRM

Who Uses This Software?

New or Established Broker or Lending business

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • BrightOffice Cloud CRM
  • Founded 2009
  • United Kingdom

About Broker-Lender CRM

New or established broker or lending business BrightOffice can support you. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products and diversify into new markets. By having fully integrated loan process workflows in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing.

Broker-Lender CRM Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

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