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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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  • PPSR Searches

Run PPSR Searches Directly from Salesforce CRM

Simplify due diligence with our Salesforce CRM integration for PPSR searches. Instantly access and link security details to your deals and assets while maintaining full transparency and audit control. Save valuable time, minimize risk, and ensure compliance through real-time insights and automation.

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  • Fast, Reliable Due Diligence

Instant Security Interest Checks Without Leaving Your CRM

Our Salesforce CRM solution empowers asset finance and commercial brokers to run PPSR (Personal Property Securities Register) searches directly from within the platform. This seamless integration eliminates manual processes, providing instant visibility into existing security interests and saving time, reducing risk, and improving compliance.

  • About PPSR

What Is PPSR and Why Does It Matter

The PPSR is a national register of security interests in personal property. Before financing or accepting property as collateral, it's critical to verify whether it’s already secured against another loan. Our built-in PPSR integration allows you to do this quickly, reliably, and without disrupting your workflow.

  • Key Benefits

Key Benefits of PPSR Integration

Whether you’re financing vehicles, equipment, or other personal property, running PPSR checks is a critical due diligence step. With our Salesforce CRM solution, you can do it instantly—no double-handling, no data re-entry, no delays.

Real-Time Searches

Run individual or bulk PPSR checks directly from client or asset records in Salesforce—no need to log into external systems.

Auto-Linked Results

Search results are automatically attached to the relevant deal, asset, or customer profile for full traceability and compliance.

Reduce Risk

Identify any registered encumbrances before proceeding with finance approvals—helping prevent legal issues or unsecured lending.

Full Audit Trail

Maintain a complete record of all PPSR search activity within Salesforce, ensuring transparency and audit-readiness.
  • How It Works

Process Overview

Initiate a PPSR search directly from an account or from an asset record

Choose the search type – individual, organisation, or serial-numbered property

Receive results in real-time, linked back to the record

Use results to inform credit decisions, structure deals, or raise alerts automatically

  • Why It Matters

Simplify Compliance. Reduce Risk. Save Time.

With PPSR integration built into your Salesforce CRM, you’re equipped to manage due diligence and risk assessment with speed and confidence—right from where you work.

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