Ambition Cloud

Ambition Cloud 2019-11-25T18:03:55+10:00

The Broker & Business Management Platform

What is Ambition Cloud?

Ambition is a cloud based multi-faceted platform that creates an ecosystem that your brokers will live in. Designed by experienced finance asset brokers, Ambition Cloud TM is easy to use  and seamlessly integrates into your business.  The system can be adapted to suit your work flows and internal processes. It has built in API capabilities to increase your teams productivity and reduce the time it takes to settle a deal.  As a business owner, Ambition Cloud TM provides insights from your data to better understand and streamline your business.

Ambition Cloud CRM Platform

Ambition Cloud

FEATURES AND BENEFITS

BETTER FOR YOUR BUSINESS

  • White label capabilities to extend your brand

  • Low cost model

  • Increase productivity

  • Custom permission settings

  • Custom individual workflows

  • Reduce paper and stationary costs

INTEGRATIONS

  • Integrated inbound lead form and referral partner opportunities

  • Complete credit checks, car valuations and identity checks from within the platform

  • Document automation and digital signing capabilities

  • Direct integration with lenders & insurers

  • Automate client emails & document requests

  • Referral and customer portal to allow tracking of application

COMPLIANCE SUPPORT

  • Inbuilt Sales Process to assist with your compliance obligations
  • Data and process checking capabilities

  • Data security and NCCP compliance

  • Full reporting capabilities

  • Real-time auditing functionality

  • Automated compliance functions and document creation

SCHEDULING & TIME MANAGEMENT

  • Calendar and scheduling system

  • Create to-do lists

  • Set reminders and file notes

  • Manage workflows by broker or teams

  • One system for faster data entry

  • Complete multiple tasks simultaneously

PHONE & EMAIL INTEGRATION

  • PABX phone integration and call recording

  • Full email and SMS capabilities

  • Easy to use with full training and on-boarding support

  • Save time with simple drag and drop functionality

IMPROVED BUSINESS WORKFLOWS

  • Inbound lead rules and workflows

  • Contact de-duplication feature

  • Collect and store customer documents and applications

  • Move client files within and between teams

  • Integrate with other system users including the “Broker Assist Team”

Modern Finance Technology Platform

Ambition Cloud TM is the technology platform that every asset finance broker needs to be able to automate and streamline their workflows. Let Fintelligence customise the platform to suit you and your brokers. Organise a demonstration on how Ambition Cloud TM could help grow your business and your bottom line TODAY.

Ambition Cloud Broker CRM

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