FundingSearch launches CRM built for commercial finance brokers

FundingSearch has launched a broker CRM designed for commercial finance workflows, giving UK brokers one system for deals, clients and lender matching across five asset classes. The move matters because it replaces spreadsheets and generic sales CRMs with software built around how commercial finance is actually sold and managed. Why it matters: - Commercial finance brokers often manage multiple products at once, from bridging and asset finance to invoice finance and commercial mortgages. - A broker-specific CRM can reduce admin, speed up submissions and improve lender targeting. - FundingSearch is positioning the platform as a single workflow for pipeline management, client relationships and lender appetite matching. What happened: - FundingSearch launched its commercial finance broker CRM software for UK brokers. - The Sheffield-based fintech built the platform for commercial lending workflows rather than adapting a general sales CRM. - The CRM is available now on flexible monthly subscriptions. - Existing FundingSearch users can connect the CRM directly to the platform’s lender-matching engine. The details: - The CRM covers five core asset classes: asset finance, invoice finance, bridging finance, commercial mortgages and merchant cash advance. - The platform tracks the full broker workflow from first enquiry through completion. - Deal stages include initial enquiry, fact-find, lender submission, offer, legal and completion. - Product-specific data fields are built into the system. - Bridging finance cases prompt for exit strategy and valuation detail. - Invoice finance cases prompt for debtor concentration and ledger quality. - Asset finance cases prompt for equipment type, age and residual value. - The platform matches live deals against FundingSearch’s lender panel. - Matching factors include asset class, loan size, sector, geography and credit profile. - Client and introducer relationship management sits in the same system as the deal pipeline. - Reporting tools show conversion rates, average deal size and pipeline value by asset class. - Subscription tiers are designed for sole traders and larger multi-adviser brokerages. Between the lines: - The product targets a common pain point in commercial finance: brokers often patch together email, Excel and software made for other industries. - FundingSearch is betting that workflow-specific software will create a faster route to placement and better lender relationships. - The platform also gives brokerage owners more visibility into where deals are won and lost across different asset classes. - The launch extends FundingSearch’s broader marketplace role, which already connects SME borrowers, brokers and lenders. What’s next: - FundingSearch is offering platform demonstrations to interested brokers. - The company is likely to use the CRM to deepen adoption among users already on its lender-matching platform. - FundingSearch says the new CRM is part of a cloud-native platform built to avoid legacy infrastructure limits that have slowed software adoption in UK commercial finance. The bottom line: - FundingSearch is trying to turn commercial finance broking from a spreadsheet-driven workflow into a single, product-aware operating system.