Boost broker-led commercial lending

Make life easy for brokers, introducers and aggregators

The quick and easy Trade Ledger Broker Portal processes applications with minimum effort and maximum visibility. It handles working capital solutions including asset finance, leasing, invoice finance and term loans.

The Broker Portal is a digital self-service channel for introducers, brokers and aggregators. It gives them access to your origination system so they can submit applications quickly and easily. They get visibility of the progress of applications and commission. You get to manage your introducer channel in the same way as your in-house sales channel.

Time to cash is faster, giving you a competitive edge.

thumbnail of Broker Portal brochure

Key features

  • Advanced tool that enables lenders and introducers to work productively
  • Pre-configured, straightforward application journeys
  • Multi product: for asset finance, leasing and invoice finance
  • Accounting package connectors and data import
  • Integration with CRM
  • Origination workflow and task management
  • Document repository and management system
  • Integration with credit bureaux
  • Advanced tool that enables lenders and introducers to work productively
  • Pre-configured, straightforward application journeys
  • Multi product: for asset finance, leasing and invoice finance
  • Accounting package connectors and data import
  • Integration with CRM
  • Origination workflow and task management
  • Document repository and management system
  • Integration with credit bureaux

Working with Trade Ledger means we can ensure businesses now access digital, automated, open account solutions to meet their evolving needs.

Ben Cutler – Chief Customer & Marketing Officer,
Scottish Pacific Business Finance

99%

Borrower renewal rates

-97%

Reduction in
manual errors

-50%

Reduction
in dropout rates*

-70%

Significantly lower
origination costs

*Due to the 4-minute application process

Harmonise your broker and in-house lending operations, on a scalable origination platform

Full visibility of deal progression

The Trade Ledger platform provides management dashboards with activity feeds, tracking information, portfolio insights and task management

See how the Broker Portal can work for you. Contact us today.

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