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Commercial and asset-finance brokerages

Make the flow around your broker systems visible.

We map and implement enquiry capture, document flow, routing, case visibility and reporting around the specialist systems your brokerage already uses, so you can see every case without the Friday roundup.

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Regulated boundary. ScalePass is an implementation partner. It is not a lender, broker, regulated adviser, investment adviser, manager, property adviser, underwriter or capital raiser, and it makes no specialist finance decisions.

What you keep asking

The questions a broker principal asks every Friday.

If any of these is familiar, the drag is in the operating layer around your specialist systems, not in your people or your lenders.

  • Where is that case?

    Answering means opening the CRM, the lender portal and two inboxes, then asking the colleague who remembers. The client asked an hour ago.

    What changes

    One case record with a current state and a named next action, visible without opening anything else.

  • Did the missing documents ever arrive?

    Items are chased from memory. Some are chased twice, some never, and the case waits on a document nobody knows is missing.

    What changes

    Requested, received and exception states are recorded against the case, with an owner for each chase.

  • Why was the client asked for the same details twice?

    The same information is typed again each time a case moves between systems. The client notices the second time.

    What changes

    Details are entered once at intake and carried forward, so the client is asked once.

  • Can I see the pipeline without the Friday roundup?

    The pipeline view is rebuilt by hand before every review, and it is out of date by the time the meeting starts.

    What changes

    The view is built on the case records themselves rather than on a spreadsheet rebuilt for the meeting.

What is underneath

Keep specialist finance work specialist. Make the handoffs visible.

The drag is usually in intake, document state, routing, follow-up and reporting, not in the specialist decision itself. Fix those and your specialists spend their time on the decision.

Three systems, one recordBefore: an enquiry is typed into the CRM, typed again into the case system and typed a third time into invoicing, and nobody knows which copy is right. After: the enquiry becomes one named record that the CRM, the case system and invoicing read from, so nothing is typed twice and the status has one answer.BEFOREAn enquiryarrives by emailCRMtyped inCase systemtyped in againInvoicingtyped in a third timeThree copies, kept up to date by hand. When two disagree,nobody knows which is right, so nobody trusts either.AFTERAn enquiryarrives by emailOne recordthe named sourceCRMreads from itCase systemreads from itInvoicingreads from itEntered once. Every system reads from the record and none re-enters it.Where a piece of work stands has one answer.
Scattered enquiries
Requests arrive by form, email and phone without one visible intake record that says who owns them.
Repeated data entry
The same client details are typed in again each time a case moves from one system to the next.
Document chasing
Missing items are chased from memory rather than from an agreed checklist with a named owner.
Hidden case state
Answering where a case has got to means opening several systems and asking the colleague who remembers.
Manual reporting
Pipeline and case views are rebuilt by hand before every review meeting.

A case, step by step

A clear route around the specialist system.

Every case has one record, a named owner at each step, and a visible place to wait when a decision is needed.

  1. 01Enquiry captured
  2. 02Required information recorded
  3. 03Client qualification decision
  4. 04Specialist system handoff
  5. 05Status and next action recorded
Worked example of the operating method. It is not underwriting, lending, broking or advice.

Before and after

From reconstructed status to a named state and next action.

What changes for the people running the desk once the flow is written down and connected.

Example before and after operating states
Operating areaBeforeAfter
IntakeMessages spread across channelsOne intake record with a named owner
DocumentsChased from memoryRequested, received and exception states visible
RoutingRules held in one person’s headAn agreed route with a human decision point
StatusReconstructed across systemsCurrent state and next action recorded

What we record, and why

Only the structured data the agreed flow needs.

Examples use fictional or redacted information. Do not submit passwords, credentials, finance documents or unnecessary sensitive client data through the website.

Read the privacy notice

Example data-handling structure for an agreed operating flow
Data attributeHow it is handled
Enquiry referenceA reference only. No finance documents pass through the free audit or this website.
PurposeA named reason for every field in the agreed operating flow.
SourceA named source record or agreed intake point.
OwnerA named person or brokerage role authorised to act.
Next actionThe recorded state, next action or explicit exception route.

Start

Start with the brokerage operating picture.

The free audit gives you a written view of enquiry capture, document state, routing and ownership, and which one to fix first. No specialist finance decision is transferred to us.

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