“We use the ConnectedFi integration layer so brokers can send proposals straight into our system, accelerating our speed to decision while improving productivity for everyone. Information is tailored to our specific requirements which reduces the need for additional data requests.”
Reinvent For World-Class Processing Power
The quality of your service proposition is key to your competitive success. ConnectedFi lets you reinvent processes for fast, compelling proposal-to-payout journeys.
Getting started is easy – integrate with your broker network for a quick launch or transform internal processes from day 1.
How It Works
Based on a super-flexible workflow and its range of microservices, ConnectedFi is configured exactly to your requirements, driving tailored proposal journeys and better process outcomes.
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Receive More Proposals
- Integrate to an extensive network of brokers using ConnectedFi to send proposals
- Broker management and ratecard tools to optimise your proposal flow
- Brokers shape the proposal within your deal parameters
- Launch of new propositions is made easy, delivered at speed
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Faster Decisions And Reduce Waste
- Proposals straight into your system, removing the need for re-keying
- Proposals arrive in the exact format you specify, reducing requests for more information
- AI productivity tools for proposal ingestion, emails and attachments
- Prioritise dealflow with automated assessment, screening, categorisation and routing
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Become World-class
- Hyper-flexible, agentic workflow engine
- Library of configurable microservices to eliminate pain points
- Combine and sequence the microservices to dramatically improve KPIs
- Integrate with or replace existing systems, according to your requirements
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Prioritise The Broker Experience
- Brokers receive automated status updates
- AI tools to check information quality and completeness
- Agentic AI speeds up information requests and communicates with brokers
- Brokers feed additional information into the platform, not by unconnected email
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Make Smarter Decisions
- Unlock efficiencies with real-time business intelligence
- Monitor and improve every process step
- Oversee lending risks more effectively
- Auditable records for compliance management
The Smarter Architectural Choice
We work with lenders as they futureproof their architecture.
Configure and re-use workflow elements in any order to develop your ideal journey. Build iteratively to maximise speed, service and productivity, specifically for your unique business model requirements. Augment or replace existing process flows.
The library of available microservices is constantly maturing as clients seek new areas of advanced functionality.
- Re-shape processes to improve performance, manage interactions and remove waste
- Accelerate response times and remove unnecessary manual task
- Automate document processes for a better, faster journey
- Qualify incoming proposals and remove waste from the sales pipeline
- Accelerate decision-making and improve process flows with real-time visibility
- Solutions to drive productivity
What Our Clients Say
Over 160 broker firms regularly use ConnectedFi to send proposals, accelerate decisions and drive better outcomes, including some of the UK’s largest brokers and AR networks. In 2025, over 32000 broker proposals passed through the ConnectedFi platform.
“Nine times out of ten the sales team will tell operations which funder the proposal should go to. On the tenth, they might only mention a tier for the funder. In that instance, we're more likely to send it to a funder who has a ConnectedFi API, because it tracks the proposal and keeps us informed with status updates.”
“ConnectedFi clearly understands our business requirements, makes sure that the solution fits our needs and has delivered at pace. Its new V2 platform will drive new levels of service excellence as we continue to invest to support our broker partners”
Find Out How ConnectedFi Can Help Your Business