Commercial Keeper

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CommercialKeeper is the first back office customer management system developed in partnership with commercial finance brokers, especially for commercial finance brokers.

The software was developed by Swift Computing and is wholly owned by the NACFB, making it exclusive to NACFB members.

The system provides the comprehensive information management needed by a broker to run their business and comply with any current legislation.

CommercialKeeper offers maximum flexibility; a system that individual brokers are able to tailor to their own business needs and one which can be easily be adapted to suit any changes to working methods.

CommercialKeeper is designed for maximum ease of use.

Benefits to brokers of using CommercialKeeper

  • Save time
  • Keep track of all cases and keep in touch with all clients
  • Spot marketing opportunities
  • Streamline the office – reduce the paper!
  • Work from anywhere
  • Flexible – tailor the system to suit the individual broker
  • Secure - all your data is held in secure servers and backed up in other locations across the UK

Costs:

Set up and installation: FREE (normally £750)
Data storage and back-ups: £29 per user, per month.(normally £49 per user)

 

 

 For further information, or a demonstration of the system, 
please contact Rick, Roly or Ginny on 01275 376190

CommercialKeeper Referral System - FREE!

For members who have sigend up to NACFB Member Services, you will need to use this 'short' version of CommercialKeeper if you haven't signed up for the full package.

For a link to the referral system, click here. If you haven't used this sytem before, you will need to register with you email and a password.