- System Administration
- Point of Sale
- Loan Assessment System
- Settlement Management System
- Customer Relationship Management
- AI-Powered Broker Operations
The Credit Objects Broker Platform is an end-to-end finance broker software solution designed to manage the complete broker lifecycle within one connected system. Built for asset finance brokers, finance brokerages and aggregators, the platform brings together client onboarding, application management, lender submissions, document processing, communications and settlement coordination.
By connecting broker operations, lender workflows and customer interactions in one platform, teams can reduce manual effort, improve deal visibility and process applications more efficiently.
The platform manages the complete broker journey from client onboarding and application preparation through lender submission, approval tracking and settlement. Configurable workflows allow brokerages to manage lenders, products, user roles and operational processes around their business requirements. Customer information, documents, communications and application activities remain connected throughout the loan journey, reducing duplicate entry and disconnected processes.
Credit Objects brings human and AI-powered communications into one connected contact centre, enabling brokers and AI agents to manage voice, email, SMS and chat directly within the lending workflow.
Enable human and AI-powered outbound calls directly from the Broker Platform to customer mobiles and landlines, with WebRTC-to-WebRTC calling for internal broker and team communication.
Automatically identify incoming callers and route conversations to the assigned broker, loan processor or AI agent based on availability, context and configured routing rules.
Automatically record and transcribe human and AI voice interactions, with conversations linked to the relevant customer or loan application for a complete communication history.
Manage voice, email, SMS and chat through human users or AI agents within one connected platform, with interactions linked to customer, broker, lender and application workflows.
AI capabilities are embedded within the Broker Platform to support brokers and loan processors across client onboarding, application processing, lender submissions and customer communication.
Identifies missing, inconsistent or incomplete information during application capture, helping improve application quality and reduce rework.
Analyses supporting documents for completeness and consistency, helping teams identify missing information earlier in the loan process.
Suggests suitable lenders based on policy rules, applicant profile, and deal structure — helping brokers place applications faster with better fit.
Highlights risk indicators, unusual patterns, and policy exceptions, supporting stronger compliance confidence and cleaner submissions.
Credit Objects Broker Platform provides the flexibility, integration and operational control required by growing finance brokerages.
Connect broker and lender workflows while maintaining customer, application and communication context throughout the lending journey.
Role-based access, configurable permissions and operational controls help protect customer information while maintaining visibility across broker activities.
Configure lenders, products, workflows, application stages, user roles and permissions around your organisation's operating model.
Support increasing application volumes, users, lenders and operational workflows without introducing additional disconnected systems.
Credit Objects Broker Platform is an innovative event-driven application designed to seamlessly integrate with your existing systems. Security is paramount, and all our APIs are secured and OAuth 2.0 compatible, ensuring robust authorization and protection for your data. With Credit Objects, outside applications can effortlessly capture events and define webhooks tailored to specific triggers. When an event is activated, our robust webhook system ensures that the corresponding webhook is called instantly, enabling real-time data transfer and interaction. Credit Objects boasts a comprehensive suite of outbound APIs, allowing external access to its powerful features. Our platform supports REST APIs and handles inbound and outbound payloads in JSON format, ensuring smooth and efficient data exchange. Experience the future of broker technology with Credit Objects- where integration and automation meet.
Where brokers see the biggest time savings and operational control especially across multi-lender workflows, documents, and settlement preparation.
Manage lender submissions through connected workflows, reuse captured application data and reduce duplicate entry.
Maintain visibility from client onboarding and application preparation through lender approval and settlement.
Bring voice, email, SMS and chat together with customer and application information, creating a central communication history.
Integrated workflows and validation help identify missing information and outstanding requirements earlier in the settlement process.
Connected workflows, automated data capture and integrated services reduce repetitive administration throughout the broker loan process.
Client Portal, CRM and omnichannel communication provide a connected customer experience throughout the application journey.
Data security checks are in place at various stages. Anti-fraud checks and secure links in data gathering add another security layer. Credit Objects is packed with customizable reports and informative dashboards.
Embedded AI works alongside brokers and loan processors to support application processing, document analysis, communication and operational workflows.
One Broker Platform. Integrated communications. Embedded AI. Configured around your lenders, products and operational requirements.
Our commitment to excellence & client satisfaction drives us to deliver results that elevate brands and foster growth.
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