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Asset Commitment Schedules

Manage and track asset finance deals directly in Salesforce.

Equifax Credit Check

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

Auto Log Email Records

No More Manual Logging Just Smarter Communication Tracking

PPSR Schedule Automation

Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.

PPSR Searches

Run PPSR Searches Directly from Salesforce CRM

WhatsApp, Phone & SMS Integration

Connect and communicate with clients via WhatsApp, calls, and SMS all within Salesforce.

Document Collection Tool

Request, receive, and manage client documents securely within Salesforce.

Title Search Integration

Run and manage title searches directly within Salesforce for faster, safer due diligence.

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  • Documents Collection Tool

Collect Documents Faster with Built-In Document Collection Tool

Collect essential documents faster and more securely with our built-in Salesforce document collection tool. Send one-click requests, receive uploads through a secure portal, and have files automatically attached to the right records. Track progress in real time and maintain full compliance visibility—without the back-and-forth.

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  • Streamlined Document Management in Salesforce

Seamlessly Request, Receive & Manage Client Documents — All Inside Salesforce

Say goodbye to chasing emails, lost attachments, and disconnected file storage. Our Salesforce CRM solution includes a fully embedded document collection tool, allowing brokers to request, collect, and manage client documents directly within the CRM system. It's fast, secure, and designed specifically for the needs of asset finance and commercial brokers.

  • Why It Matters

Why Document Collection Matters

Collecting key documents—like ID, bank statements, Photos, Registration certificate, Tax Invoices etc. Delays or errors here can slow down deals, impact client satisfaction, and increase compliance risk. Our built-in tool helps you streamline this step completely.

  • Key Benefits

Key Features & Benefits

One-Click Document Requests

Send custom document request links to clients directly from any Salesforce record—lead, opportunity, or application.

Secure Upload Portal

Clients can upload files via a secure, branded portal. No email attachments, no third-party apps—just safe, simple document submission.

Auto-Attach to Records

Uploaded documents are automatically linked to the correct client or deal record in Salesforce—no manual sorting required.

Real-Time Tracking

Track which documents have been received, what’s outstanding, and send automated reminders—all from your dashboard.

Stay Compliant

Maintain full visibility and audit trails for every document collected, helping you stay compliant with data protection and industry regulations.
  • Built for Brokers

Built for Brokers, Backed by Salesforce

Whether you're onboarding a new client, preparing a loan submission, or verifying asset ownership, our embedded document collection tool keeps everything organised, accessible, and within your Salesforce ecosystem.

No more jumping between tools or relying on unsecured communication channels—just a simple, professional experience for you and your clients.

  • How It Works

Process Overview

Initiate a document request from any Salesforce record

Client receives a secure link with a list of required documents

Client uploads documents, which are stored and linked in Salesforce

Track status, send reminders, and approve documents all from within your CRM

  • Why It Matters

Make Document Collection Easy—for You and Your Clients

With our embedded solution, document collection becomes one less thing to worry about. Accelerate deal times, reduce admin, and improve the customer experience—all while working entirely within Salesforce.

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