Our proprietary workflow and CRM system for Finance Brokers
‘BFT-Invest’ is our proprietary multi-functional solution to the increasingly complex demands of our industry.
BTF-Invest centralises client information, tracks applications in real time, automates documentation, and ensures compliance with industry regulations.
BFT-Invest's powerful but uncluttered dashboards capture and manage the information needed for all aspects of brokering a deal.
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From initial enquiry to settlement, you’ll have full visibility and control, reducing delays, minimising errors, and boosting client satisfaction.
With integrated communication tools, smart reminders, and deal tracking, you can focus on building relationships and closing deals, while the system manages the the background.
Whether you manage a small client base or high-volume transactions, it adapts to your needs, helping you work faster, smarter, and with complete confidence.
A Sales Management & Customer Relationship System.
Integrated Deal progression and Credit application facility.
Integrated Marketing System.
Integrated Quotation System.
Integrated Commission Invoicing and accounting system.
