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The Platform To Power Modern Commercial Finance

Integrating sales channel intermediaries with their Lenders, ConnectedFi streamlines processes, accelerates decisioning, improves service levels and reduces transaction costs 
for all parties.

Proposal API
Proposal Ingestion
Deal Screening
Proposal Categorisation & Routing
Tailored Checklists
Super-Flexible Workflow
Triggered Communications & Information Requests
Document Transformation
Automated Calculations
Status Updates
Configurable Microservices
3rd Party Integrations
Auto-Decisioning
Invoice Ingestion
Automated Document Population
E-Signature Journeys

Benefits For
Brokers & Lenders

For Brokers

Proposals made easy. Faster decisions. Less re-work. Higher productivity

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For Lenders

Improve decision speed. Reinvent broker engagement. Eliminate pain points. Win more business.

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Streamlining The Proposal-To-Payout Ecosystem

Integrates Lenders With

Hundreds of Brokers

  • Simplifies channel management – removes friction, accelerates decisions
  • Reduces workload for all parties
  • Information delivered right first time

Hyper-Flexible

Workflow

  • Configure, adapt, build and sequence micro-services in any order
  • Reinvent process and communication flows
  • Augment or replace existing systems

AI Productivity

Suite

  • Automate proposal creation
  • Ingest, check and transform documents
  • Agentic workflow to remove manual tasks

Launch

At Speed

  • Ecosystem gives instant market access
  • Scalable, super-flexible, no-code workflow
  • Instant integrations

Mitigate

Regulatory Risks

  • Manage regulatory parameters for each introducer
  • Embed self-certification as proof of regulatory compliance
  • Establish clear audit trail

Proven

At Scale

  • Over 100,000 cases
  • Proven enterprise-level security
  • Adopted by major banks

What Our Clients Say

Over 160 broker firms regularly use ConnectedFi to send proposals, accelerate decisions and drive better outcomes, including some of the UK’s largest brokers and AR networks. In 2025, over 32000 broker proposals passed through the ConnectedFi platform.

“Accelerating our speed to decision while improving productivity for everyone.”

Nathan Mollett,

Head of Asset Finance, United Trust Bank

“Delivered at pace… … V2 platform will drive new levels of service excellence”

Craig Leyland,

Head of Lombard & Invoice Finance Products, NatWest

“Improved straight-through processing, saving both time and effort, whilst improving data accuracy… … process intervention reduced by 87%”

Alan MacRae,

Broker Director, Asset Finance, Lloyds Bank

Experience

ConnectedFi

With A Live Demo

Schedule an expert-run tour of the platform.