Howe Commercial Finance is a leading commercial finance brokerage, helping businesses secure funding — from business loans to property and development finance.
Paul Howe, the founder, knew that to grow efficiently, he needed a way to automate lead qualification and onboarding. Too much time was being spent manually sorting through inquiries, chasing documents, and ensuring clients were matched with the right lenders. He needed a solution that could speed up this process, allowing him to focus on what he does best—helping clients secure funding.
To solve Howes’ problem, we provided him with SalesTech, our proprietary finance decision engine. To help him transition from a more traditional process, we guided him every step of the way in using our system to fit his personal approach and achieve his goals. This then helped him completely automate the qualification process and onboarding of qualified prospects.
SalesTech processes hundreds of decisions in seconds, comparing criteria against real-time data from trusted sources. This ensures that Howe always has the latest, accurate information to make informed decisions quickly—reducing risk and speeding up approvals.
The flexible form builder lets Howe create custom, fully integrated online forms that are on websites or landing pages. The moment a potential client submits their details, the system scores and qualifies them instantly, making the onboarding process seamless and efficient.
SalesTech’s lender matching module connects clients with the right lenders. Instead of spending hours manually searching for the best fit, Paul’s clients are automatically paired with lenders based on pre-configured criteria—getting them closer to funding much quicker.
With the secure upload portal, clients can easily submit financial reports, bank statements, and other necessary documents at their convenience. Everything is stored in one central location, making it easy for Howe to access what they need, when he needs it.
By using the deal tracker, Paul has full visibility into every deal’s progress. This allows him to prioritise tasks, manage workflows, and ensure no opportunity falls through the cracks. More transparency means faster decision-making and quicker deal closures.
Howe can instantly pull up live business data—including registration details, directors, and financial summaries—by simply entering a company name.
Howe does not need to compile deal information manually anymore as SalesTech automatically gathers, organises, and formats critical data into a lender-ready package. This ensures every deal submission is complete, accurate, and meets lender requirements—speeding up the approval process.
By implementing SalesTech, Howe has completely transformed their workflow. Lead qualification and onboarding are now fully automated, letting them submit deals to lenders quickly and efficiently. This allowed them to:
– More deals closed in less time
– Scalability without increasing headcount
– Faster client onboarding and approvals
– More time to focus on high-value client relationships
With automation, Howe Commercial Finance can now operate more efficiently —continuing to grow while delivering top-tier service to clients.
Our experienced team can develop a range of finance automation solutions designed to fit your business.
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