Writing commercial finance is the next game-changing step for your business. Joining Optimum ELITE and starting your commercial journey allows you to diversify and increase your revenue whilst also increasing cross referrals back to all other areas of your business. Expand your business and brand by offering new and existing clients a new service, and prevent competitors who can offer commercial from turning your client's head.
Onboarding
The ELITE training course, provided by our commercial experts, gives you an insight into all areas of commercial finance and prepares you with the expertise required to get you started. Alongside this, our onboarding course includes a run through on how to operate our bespoke built systems which will form the backbone of your commercial business.
Helpdesk
We are by your side every step of the way. Our Helpdesk team is on the other end of the phone & Whats App to answer any questions you have and to provide you with an unrivalled level of support. Our hybrid proposition means that if you come across a case that you are not confident in writing yourself, you can refer it into Helpdesk and let our experts take care of it.
Systems
Our fleet of custom-built systems have been developed to revolutionise the way you write commercial. The Optimum Digital Ecosystem offers one of a kind broker & client support platforms that are designed to make your day to day as easy as possible. Find out more about our systems here.
Panel
Our ELITE panel of specialist and high-street lenders has been carefully assembled over the last 10 years to ensure you can quickly find the right finance solution for your client. Our team delicately nurture lender relationships to make sure that no matter what, when you need to speak to someone, they are there for you.
Development
We believe ongoing development is key. Between frequent lender webinars and commercial finance workshops hosted by our experts, we will help you keep on top of your commercial knowledge.
Compliance
Managed by us, compliance with ELITE is simple. Although compliance can be a daunting subject, our systems and compliance team are here to make the process as smooth as possible and keep your cases in check.
Journey
Journey is the ELITE CRM that acts as the heart of the Optimum Digital Ecosystem. Journey has been developed to assist you with every step of the commercial finance process. Between case tracking, compliance handovers, task management and so much more, Journey is optimised to make dealing with commercial as seamless as possible. Journey houses Portal and Navigate, as well as custom enquiry pages for your introducers and clients to send you new cases.
Portal
Our client access gateway, Portal, provides a game-changing level of automation to the finance application process. Portal is the platform where clients provide all required information and documents, receive case updates and are presented with their finance options. With the click of a button, Portal produces all mandatory documentation from the broker, saving time and removing complication.
Navigate
Navigate is the one-of-a-kind commercial sourcing system that makes meeting your client's needs easier than ever. With basic case and client information, Navigate can instantly produce sourcing results that will allow you to go into lenders and progress your client's enquiry. Navigate is constantly updated by our in house team to ensure the right option for your client is quickly and easily attainable.
Broadcast
Marketing for your new business might seem challenging, but Broadcast makes things simple. Broadcast is the ELITE email marketing package that allows you to send marketing campaigns direct to your clients and introducers. Using your branding, our team will create high-quality marketing emails with call to actions that link your new enquiries straight into Journey. We will be here every step of the way to support you with implementation and help you make the most of your marketing.
