Automate Asset & Commitment Schedules from PPSR Reports in Salesforce CRM

Transform the way you manage asset finance deals with our smart Salesforce CRM automation. Instantly pull data from PPSR reports, generate comprehensive Excel schedules, and remove the need for repetitive manual work. This seamless integration ensures faster deal preparation, improved accuracy, and complete compliance—helping your team close deals with confidence.

Seamlessly Extract Data, Create Schedules & Export to Excel — All from One Platform

Speed up your due diligence and deal preparation with our intelligent Salesforce CRM solution. Our system allows you to automatically fetch data from PPSR (Personal Property Securities Register) reports and use it to generate detailed asset or commitment schedules in Excel format—all within the CRM.

No more manual data entry, cross-checking documents, or building spreadsheets from scratch. This automation helps you stay compliant, accurate, and efficient at every step of the asset finance process.

What This Feature Does

Extract key data from PPSR reports (e.g. asset details, serial numbers, ownership info, encumbrances, start date of the encumeberance)

Automatically populate an asset schedule or commitment schedule with this data

Export the schedule to Excel in a professional, ready-to-use format

Link the schedule back to the relevant deal, application, or client record in Salesforce once the missing information is completed.

Upload the data back to the salesforce CRM system to create the full commitment schedule.

Benefits for Asset Finance & Commercial Brokers

Save Hours of Manual Work

Eliminate the need for manual copying and pasting of PPSR data into spreadsheets. Let Salesforce do the heavy lifting in seconds.

Improve Accuracy & Compliance

Reduce errors and ensure critical details from PPSR reports are correctly recorded and reflected in your deal documentation.

Real-Time Schedule Generation

As soon as a PPSR search is complete, generate an up-to-date asset or commitment schedule instantly—ready for review and completion.

Export to Excel with One Click

Easily export schedules in a clean, branded Excel format for clients, lenders, or internal reporting.

Centralized Data & Workflow

All activity stays within Salesforce—no external systems or document juggling required.

Ideal Use Cases

Vehicle & equipment finance — auto-generate asset lists from PPSR data

Multi-asset commercial deals — create commitment schedules by extracting secured property details

Process Overview

Uplaod the PPSR search directly to the client client record in Salesforce

System fetches and parses the report data (e.g., VINs, asset types, grantor details)

Asset or commitment schedule is created automatically using this data

Export to Excel with one click, or keep it stored and linked within the CRM

Smarter Asset Finance Starts Here

By combining powerful integrations and intelligent automation, our Salesforce CRM system helps you move faster, stay compliant, and manage complex deals with ease.

Want to see how it works?

to explore PPSR-to-Schedule automation in Salesforce CRM

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