Bright Office CRM Software

Sector specialist CRM for lenders, brokers and training providers

Our cloud CRM software makes everyday challenges simple. With routine processes automated and everything in one place, you can focus on making your business brighter. 

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Commercial and Consumer Lenders

BrightOffice Lender CRM is an end-to-end cloud-based loan management solution configured exclusively for the needs of each loan provider.

Trainer using CRM solution

Training and Skills Providers

Promote, sell, manage and deliver your training from one easy to use platform. Learn more →

Commercial Finance Broker

Commercial Finance Brokers

Whether you're just starting out or an established business looking to grow your market share, our Broker CRM will help you meet your goals. Learn more →

Collections Agent

Collection Agencies

Manage the life cycle of both B2B and B2C debtors more effectively and achieve a quicker turnaround on cases with our cloud-based Collections CRM software. Learn more →

Your sector-specific CRM with everything in one place

Our sector-specific CRM knowledge provides you with competitive advantage.

CRM software Automate Work Flows

Automate workflows

Manage tasks and processes – create trigger events and improve efficiencies throughout.

Specialist CRM software Full Audit Trail

Full audit trail

Track performance and meet your regulatory requirements with a fully auditable process trail.

Specialist CRM software Document Storage

Document storage

Store correspondence and linked documents in the cloud, accessible to your team wherever they are.

Specialist CRM software Reporting and Analyis

Reporting & analysis

Full reporting suite with charts and graphs. Dig deeper and integrate with external tools like Microsoft Power BI.

Easy to use specialist CRM software

More time for life

With quick and accurate responses to all your queries, you’ll save time and be more efficient. 

Specialist CRM software marketing module

Effective marketing

Generate new and repeat business with targeted digital campaigns. Integrates with your apps other tools.

Cloud CRM software

Securely cloud-hosted

Meet your data security obligations. We are CyberEssentials Plus certified and data is backed up regularly for your peace of mind.

Specialist CRM software integrations

Powerful integrations

Our software integrates with with market leading apps and software to increase flexibility and functionality.

Powerful seamless integration with industry-leading apps

Through our open-ended API, we've established successful integrations with industry leaders such as Credit Safe, TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing the efficiency and depth of your data sharing and analytics. And that's not all – consider integrating your current website and web forms with our system to eliminate duplication when loading inquiries.

Software that runs your business and gives you back your time

See how BrightOffice could work for you and your business with the help of one of our product experts.

Book a call

Bright News & Views

a group of people are sitting at a table with laptops on a crm system.
20 Feb, 2024
I've walked on both sides of the lending street. As an Operations Manager wielding the power of a loan management system valued at $1bn+ in a previous role, I felt the satisfaction of streamlined processes and efficient data. But I also witnessed the frustrations lenders face daily – siloed information, clunky communication, and an ever-growing mountain of paperwork. Now, as a business development manager at BrightOffice , I'm armed with a solution that tackles these challenges head-on: our CRM, built specifically for lenders. From My Operational Days: Struggles I Now Solve for Others Let's delve into some of the common roadblocks I saw lenders hitting, and how BrightOffice CRM paves the way for smoother sailing: Disjointed Data: Information scattered across spreadsheets, emails, and physical files? We've all been there. BrightOffice centralises everything – customer details, loan applications, communication threads – in one secure, accessible platform. No more hunting for data or duplicating efforts. Communication Chaos: Juggling phone calls, emails, and in-person meetings can leave room for miscommunication and missed opportunities. BrightOffice CRM streamlines communication with built-in email, task management, and activity tracking. Everyone stays on the same page, from the first inquiry to deal completion. The Paper Chase: Loan applications, contracts, and compliance documents – the paperwork never seems to end. BrightOffice automates document generation and approval workflows, eliminating manual tasks and ensuring accuracy. Plus, e-signatures make approvals a breeze. Reporting Roadblocks: Generating reports often involved exporting data, wrangling spreadsheets, and hoping for the best. BrightOffice CRM boasts robust reporting features with customisable dashboards and real-time insights. Gain instant visibility into your sales pipeline, loan performance, and overall business health. Beyond an “off-the-shelf” Loan Management System: BrightOffice's Winning Edge  BrightOffice goes beyond just solving common pain points. Here's what truly sets us apart: Built for Lenders: Unlike generic CRMs of off-the-shelf loan management systems, ours is tailored to the specific needs of your industry and combines CRM with loan management in one place. We understand your workflows, regulations, and unique challenges. Automation Magic: Automate repetitive tasks, from lead capture to follow-up emails, freeing up your team's time for what matters most – building relationships and closing deals. Openness and Integrations: BrightOffice integrates seamlessly with your existing 3rd part software, ensuring a smooth data flow and eliminating data silos. It has powerful audit trails too! My experience isn't just about the platform, it is about the people it empowered. BrightOffice CRM empowers lenders by giving them the tools they need to streamline operations, improve communication, and focus on what they do best – serving their clients and growing their businesses.
a man is sitting at a desk using a laptop computer .
20 Feb, 2024
BrightOffice's Cases CRM system, once the 'go-to' solution during the peak of PPI (Payment Protection Insurance) claims, is making a significant comeback. This resurgence is largely due to the versatile and robust nature of the system which now supports a wide range of claim types beyond PPI, illustrating the adaptability and longevity of Cases CRM in the ever-evolving claims management landscape. Initially, Cases CRM established its reputation as an indispensable tool for managing the flood of PPI claims that businesses faced. Its ability to handle thousands of open cases simultaneously, streamline customer interactions, and reduce administrative overhead made it a critical asset for businesses navigating the complexities of PPI claims. However, the versatility of Cases CRM has truly shown through its adaptation to the changing claims management industry. As the PPI claims wave has subsided, businesses have shifted their focus to other areas of claims management, such as pension transfers, mis-sold mortgages, and other financial products. This shift required a system capable of evolving with the industry's needs, and Cases CRM has proven to be just that. Customers who once relied on Cases CRM for PPI claims have found it equally effective for managing a broad spectrum of other claims. This adaptability has allowed them to seamlessly transition to new types of cases without the need for investing in different systems or undergoing extensive retraining. The system's all-in-one solution approach, featuring efficient case management, sales process automation, and comprehensive reporting, has enabled businesses to maintain high levels of efficiency and customer service. The enduring relevance of Cases CRM in the claims management sector underscores a critical truth: there will always be claims to manage, and having a robust, adaptable system is key to navigating this dynamic landscape. BrightOffice's dedication to evolving Cases CRM in line with industry demands ensures that its users are always equipped with a top-tier tool for their case management needs, capable of processing thousands of cases at any given time with efficiency and precision. As BrightOffice continues to innovate and adapt its Cases CRM to meet the changing needs of the claims management industry, it reinforces its commitment to providing customers with a reliable, scalable, and versatile system. This forward-thinking approach not only cements Cases CRM's position as a comeback solution but also as a future-proof platform for claims management. Find out more about our Cases CRM system .
Handshake new partnership with BrightOffice
By Tech Ops 27 Jun, 2023
We are thrilled to announce our partnership with Ordo, a UK-based Open Banking Payments as a Service fintech, to revolutionise payment integration in our CRM software. This collaboration allows our commercial and consumer lender CRM users to collect instant payments directly from customers' bank accounts, offering a secure, cost-effective, and efficient solution. The Power of Ordo's Payments Platform: Ordo's cloud-native Open Banking as a Service payments platform is a game-changer. It enables businesses to collect payments instantly from customers' bank accounts, eliminating traditional methods and providing a seamless experience. With this integration, our users can request single payments via Open Banking, simplifying the process within our CRM software. Effortless Integration and Outstanding Support: Integrating Ordo's solution into our CRM software was a breeze. The collaboration between our teams was seamless, with Ordo's experts providing comprehensive guidance and support. We're excited to continue working with Ordo on future projects, including the integration of Variable Recurring Payments (VRP) functionality. Benefits for Businesses and Customers: Our partnership with Ordo offers numerous benefits. By leveraging Open Banking, businesses can enjoy real-time payments, up-to-the-minute information via web hooks, and lower costs for payment collection and reconciliation. This integration sets our CRM apart by providing these advantages to our users. The partnership also empowers customers, offering them affordable credit options, personalized repayment plans, and complete control over their finances. In a time of rising living costs, this collaboration brings tailored payment solutions that foster financial well-being. About Ordo: Ordo 's "Payments-as-a-Service" solution delivers fully managed, white-labelled turnkey solutions for Open Banking payments. Their highly secure platform offers frictionless payment options and lower costs compared to traditional methods. Read the full press release.
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