CRM allows growth

Elysium Bridging is an independent lender in the alternative finance sector. Investment in the business meant the company needed the right CRM software to support growth.


Overview


The trend of traditional lenders pulling away from supporting property developers and traders has led to growth for independent lenders such as Elysium Bridging. Elysium’s team of highly experienced individuals aim to deliver exceptional funding solutions in the shortest possible time.


Investment in the business meant Elysium were working hard to improve their market share in alternative lending.


For Elysium, choosing the right CRM software to support the growth of the company was a priority. After much consideration and viewing a number of demos with various software providers, Elysium chose to work with BrightOffice.


Paul Gammond, CEO said: “We trusted and felt reassured that BrightOffice are a respected provider within our industry working with some major names known to us both locally and nationally.


“The BrightOffice team took a consultative approach from brief to completion, developing a version of their Lender cloud platform specific to us here at Elysium. We have been delighted with the results.”


BrightOffice were able to develop tailored lending case workflows for Elysium. They are used from fact-find to drawdown. The cloud-based system also makes it simple to provide statements to customers and investors via the integrated email ledgers.

Several days of on-site training was given to the Elysium team as part of the package, plus additional and ongoing training for new staff. 


We had a record year for lending last year and are looking to build on that in 2018. Our software platform from BrightOffice is fundamental to that.


PAUL GAMMOND, CEO


Business impact


Paul commented: “The new cloud CRM has given us the ability to manage pipeline business with our introducers across the UK. The integrated workflows are flexible for when we have to change our process. We had a record year for lending last year and are looking to build on that. Our software platform from BrightOffice is fundamental to that.”


The BrightOffice team took a consultative approach from brief to completion, developing a version of their Lender cloud platform specific to us here at Elysium. We have been delighted with the results.


PAUL GAMMOND, CEO



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