Spend quality time with your customers.
Shorten time to get a funder decision.
Send proposals to your partner funders in a format that is easy to process. Our standardised and universally accepted format slashes turnaround-time on funder decisions.
Look professional to both your customers and partner funders.
Farewell to embarrassing finger fudges. Your customers and partner funders always work from the data you want them to see.
Your clients, your data, your deals…under your control.
Broker submitted data is only shared with funders when allowed access. Your client data remains yours, always.
Effortless Synch of your CRM and deal data
Update deal data in one place, and everything gets updated
Impress your customers with easy-to-digest quotes
Send quotes to your customers in the latest professional standard. Your customers see the quote in an easy-to-digest format and you've automatically won them over
Stay organised without sweating it
Stay on top of what you send to customers and to funders through deal statuses. Know who and when you need to follow up with at your fingertips
Track your commissions and relationships
Analytics help you understand the health of your customer relationships, introducer channels and relationships with funders
I used to spend 2 hours copying and pasting my data between 2 monitors. Now I can put a deal together within 5 min and not worry about making mistakes.
Ready to see how it works?
We can tell you all about cost savings, time savings, and increased efficiency all day, but we’d rather let you try us out first.
Click below and we’ll get you set-up in our sandbox so you can see firsthand how ConnectedFi can strengthen your ecosystem and help you close more deals in less time.