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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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  • Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

In asset finance, understanding how a loan or lease is repaid over time is essential—for both the broker and the client. That’s where an amortisation schedule comes in. With our Salesforce CRM solution, you can now generate and manage amortisation schedules directly within your CRM, eliminating the need for external spreadsheets or finance tools.

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  • Business Transformation

End-to-End Finance Tracking — Including Amortisation — Within Your CRM

In asset finance, understanding how a loan or lease is repaid over time is essential—for both the broker and the client. That’s where an amortisation schedule comes in. With our Salesforce CRM solution, you can now generate and manage amortisation schedules directly within your CRM, eliminating the need for external spreadsheets or finance tools.

It’s a smarter, faster way to track repayment structures, interest, and principal—fully integrated with your client, deal, and asset data.

  • Effortless Schedule Tracking

Built Directly Into Salesforce CRM

Our custom Salesforce CRM system allows you to generate amortisation schedules automatically for any approved deal. No need to build separate spreadsheets or use third-party calculators—everything is built into your workflow.

Automatically Generate Schedules

Create an amortisation schedule based on loan amount, interest rate, term, and payment frequency—instantly.

Link Schedules to Deals and Assets

Each schedule is linked to the relevant deal or asset record, giving you full visibility at every stage.

Track Repayment Progress

Update or adjust schedules as payments are made or terms change, keeping your records accurate and up to date.

Export or Share with Clients

Easily export amortisation tables to PDF to provide professional, transparent documentation to clients.

Supports all types of Finance Contracts, Leases & Balloon Payments

Whether it’s a standard loan, operating lease, or structured finance with a balloon/residual, the schedule adapts to your structure.
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What Is an Amortisation Schedule?

An amortisation schedule is a detailed breakdown of a loan or lease repayment plan over its term. It outlines:

Each payment date

The total payment amount

How much goes toward principal vs. interest

The remaining loan balance after each payment

This schedule helps brokers and clients understand the full financial picture of an asset finance deal—month by month, year by year.

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Why It Matters for Brokers

Having a real-time amortisation schedule built into your CRM means:

Clearer financial insights for you and your clients

Fewer manual errors or miscalculations

Stronger compliance with documented repayment plans

This functionality is especially valuable in vehicle finance, equipment leasing, and commercial lending, where accurate financial modelling is essential.

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Give Your Clients the Full Picture

With amortisation schedules built directly into your Salesforce CRM, you can deliver fast, accurate repayment plans—without leaving the platform. It’s one more way we help brokers streamline operations and improve the client experience.

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