ABF CRM
Sam Percival
SP
GOOD MORNING, SAM

Dashboard

Your commercial pipeline at a glance.

LIVE PIPELINE£1.24m12 active opportunities
APPROVED£385k3 deals
COMPLETED THIS MONTH£240k4 completions
COMMISSION£7,850this month
MONTHLY TARGET78.5%£7,850 of £10,000

Deal pipeline

Leads8£610k
Documents5£420k
Applications6£535k
Approved3£385k
Completing2£190k
Completed4£240k

Needs attention

3 lender responses dueFollow up today
5 documents outstandingAcross 3 cases
2 callbacks scheduledBefore 3:00pm

Recent opportunities

BusinessRequirementAmountStageNext action
Oakfield Engineering LtdAsset Finance£185,000ApplicationChase lender
Harrison Dental GroupAcquisition£350,000DocumentsBank statements
Northstar Logistics LtdWorking Capital£120,000ApprovedClient decision
Redbridge Property CoBridging Finance£275,000LeadDiscovery call
RELATIONSHIPS

Clients

A permanent client directory created from proposal submissions. Reuse verified core information for future enquiries without re-keying the client.

ClientContactCompany No.DealsLast Proposal
DEAL FLOW

Pipeline

Every live opportunity in one visual — from first lead through to completed funding.

Leads 3

Redbridge Property Co£275kBridging Finance · Discovery call
Barton Foods Ltd£80kWorking Capital · Request accounts
Westfield Plant Ltd£145kAsset Finance · Confirm asset

Document Gathering 3

Harrison Dental Group£350k4/6 received · Chase today
Barton Foods Ltd£80k3/5 received
Westfield Plant Ltd£145k5/5 · Ready for lenders

Applications 2

Oakfield Engineering Ltd£185kUnder review · Chase lender
Westfield Plant Ltd£145kFurther information

Approved 2

Northstar Logistics Ltd£120kClient decision · expires 09 Oct
Eastgate Care Ltd£175kConditions · expires 12 Oct

Completed Deals 2

Harbour Electrical Ltd£75kCompleted 30 Sep · £2,250 commission
Essex Fleet Services£95kCompleted 25 Sep · £2,850 commission
PROSPECTING

Cold Calling

Your daily calling desk — work the list, record every outcome and turn conversations into opportunities.

CALLS TODAY0
CONVERSATIONS0
CALLBACKS DUE0
LEADS CREATED0
NEXT CALLAtlas Mechanical Ltd · James CarterEngineering · Essex · 020 7946 0182
☎ Call now
CompanyContactTelephoneLast ContactNext ActionStatus
Atlas Mechanical Ltd
Engineering · Essex
James Carter020 7946 0182New prospectCall todayNew
Crownline Transport Ltd
Transport · Kent
Sarah Mills01622 555 184No answerCallback 11:30Callback
Mercury Dental Ltd
Healthcare · London
David Shah020 7123 4567Spoke 30 SepCall todayInterested
Falcon Groundworks Ltd
Construction · Essex
Mark Ellis01245 555 093Send emailFollow up 14:00Contacted
NURTURE

Marketing

Prospects who are not ready now but have said ABF may keep in touch by email.

MARKETING CONTACTS0
EMAIL ALLOWED0
CompanyContactEmailAddedPreferenceFollow-up
COMPLIANCE

Suppression List

Internal do-not-contact register. Screen prospects against this list before any marketing contact.

SUPPRESSED RECORDS0
CompanyContactTelephoneSuppressedReasonSource
HISTORY

Closed / Archive

Prospects closed without a live opportunity. Contact details and call history are retained for reference.

CLOSED PROSPECTS0
CompanyContactEmailClosedReasonNotes
OPPORTUNITIES

Leads

Qualified funding opportunities ready to progress.

BusinessRequirementAmountContactUrgencyNext Action
Redbridge Property Co
Cold Call
Bridging Finance£275,000Michael ReedThis weekDiscovery call
Barton Foods Ltd
Introducer · Moore Accountancy
Working Capital£80,000Helen Barton2–4 weeksRequest accounts
Westfield Plant Ltd
Direct
Asset Finance£145,000Tom WestThis monthConfirm asset details
PARTNERSHIPS

Introducers

Permanent introducer relationships, categories, linked opportunities, completions and payments.

IntroducerCategoryLive DealsLive ValueCompletedABF RevenueIntroducer PayableNext Action
ABF CRM

Document Gathering

Track exactly what has been received and what is still outstanding.

BusinessProductProgressOutstandingNext Action
Harrison Dental GroupAcquisition4 / 6 receivedBank statements, IDChase today
Barton Foods LtdWorking Capital3 / 5 receivedManagement accounts, proposalClient reminder
Westfield Plant LtdAsset Finance5 / 5 receivedNoneReady for lenders
ABF CRM

Lender Applications

Manage submissions, lender feedback and follow-ups.

BusinessLenderRequestedSubmittedStatusFollow-up
Oakfield Engineering LtdAsset Lender A£185,00001 OctUnder reviewToday
Westfield Plant LtdAsset Lender B£145,00002 OctFurther infoAsset invoice
ABF CRM

Approved Deals

Review approvals, conditions, expiry dates and client decisions.

BusinessLenderFacilityTermCommissionExpiryNext Action
Northstar Logistics LtdWorking Capital Lender£120,00024 months£4,20009 OctClient decision
Eastgate Care LtdHealthcare Lender£175,00060 months£5,25012 OctConditions
ABF CRM

Completed Deals

Permanent completion and commission history.

BusinessLenderProductFundedCompletedCommissionReview Date
Harbour Electrical LtdBusiness LenderBusiness Loan£75,00030 Sep£2,25030 Mar 2027
Essex Fleet ServicesAsset LenderAsset Finance£95,00025 Sep£2,85025 Sep 2027
ABF CRM

Reporting

Revenue, conversion, activity and lender performance.

REVENUE£7,85078.5% of target
FUNDED VOLUME£240k4 completions
AVG DEAL£60kcompleted deals
LEAD → COMPLETION28%illustrative
CALLS → LEADS9%illustrative

Conversion funnel

Calls184
Conversations72
Leads17
Applications11
Approvals7
Completed4
ABF CRM

Lender Panel

Your searchable lender appetite and contact database.

LenderProductsTypical RangeContactLive Apps
Asset Lender AAsset Finance£25k–£1mRelationship Manager2
Business Lender ALoans / Working Capital£10k–£500kBroker Desk3
ABF CRM

Tasks & Calendar

Calls, follow-ups, deadlines and completion dates.

Today

11:30 · Crownline Transport callbackCold calling
13:00 · Chase Oakfield lenderLender application

Upcoming

Approval expires · 07 OctKingsway Services Ltd
Introducer update · FridayMoore Accountancy
ABF CRM

Settings

CRM prototype QA baseline: 03 Oct 2026 · Deal lifecycle ID-based.

Products, targets, users, statuses and CRM preferences.

Commercial settings

CRM configuration

Products & stagesFinance products and workflow
Lead sources & call outcomesDirect, cold call, website and introducer
Users & permissionsFuture multi-user access
ABF CRM · DEAL RECORD
LIVE OPPORTUNITY

Redbridge Property Co

One record for the full funding journey.

LeadProposalDocumentsApplicationsApprovedCompleted
Lead
FUNDING REQUIREMENT£275kBridging Finance
SOURCECold CallDirect ABF opportunity
NEXT ACTIONDiscovery callToday
EXPECTED CLOSENot setForecast completion
PROJECTED COMMISSIONNot setExpected ABF revenue
PROPOSALNot sentTerms pending
OWNERSamABF

Business & funding

Primary contactMichael Reed
Telephone020 7123 8877
Emailmichael@redbridge.example
ProductBridging Finance
Amount£275,000
UrgencyThis week

Next action

Discovery call

Confirm property, purpose, exit route and required completion date.

Pipeline forecasting

Potential / expected close date
Est. lender commission (%)
Est. lender commission (£)
Est. ABF fee / commission (%)
Est. ABF fee / commission (£)
Total projected revenue£0

Used for future pipeline forecasting and expected completion reporting.

Deal notes

Client requires short-term property funding. Initial qualification still to be completed. This dummy record demonstrates how the whole case will live in one place.

Proposal form

StatusDraft
Client fee2.00% of funding
TermsCurrent ABF version

Generate the client proposal from the deal record, send electronically and retain acceptance against this case.

Acceptance trail

Not yet sent.

Proposal createdWill record date, version and creator
Client acceptanceName, email, timestamp and reference retained

Document checklist

Latest filed accountsReceived
6 months bank statementsOutstanding
Management accountsOutstanding
ID / KYC documentsNot requested
Proposal / Terms acceptanceNot sent
Submit this case to more than one lender and track each application separately.
LenderAmountStatusSubmittedFollow-up
Property Lender A£275,000Draft——

Offers & approvals

No formal offers recorded yet. When a lender approves the case, terms, repayment, fees, security, PG, conditions, commission and expiry will appear here side-by-side.

Activity timeline

Lead created
Today · Cold calling
Discovery call scheduled
Today · Sam Percival
Initial note added
Funding requirement captured

Add activity

Lender Submission Builder

Review the case narrative before creating the lender-ready pack. Information already captured in the CRM is pulled through automatically.

Add Existing Finance

Record an existing facility against this deal's debt schedule.

Create proposal

Generate the proposal from this deal record.

Business & contact information

Financial snapshot

Credit & security background

Current borrowing, balances, repayments and remaining terms are captured separately in the deal Debt Schedule.

Directors & shareholders

ABF Broker Notes — Internal only

Not included in the client-facing proposal.

Supporting documents

Upload the supporting documents with the proposal so the application and files arrive together in the ABF deal record.

⇧
Drop documents hereor click to browse · PDF, Word, Excel and images
All changes saved

Creating the proposal draft does not send anything to the client. Sending for electronic signature is a separate action.

Add lender application

Create and track each lender submission separately against this deal.

Record lender offer

Capture and compare formal lender terms against this deal.

Record completion

Confirm the actual funded position, revenue and introducer payments.

Introducer Agreement

Prepare, send and track the introducer's agreement.

Signature status

Draft

Record Ongoing Commission

Track lender trail/renewal commission and the introducer share due.

New Introducer

Create a permanent introducer relationship.

INTRODUCER RECORD

CLIENT RECORD

Client

New task

Tie a follow-up to a company, deal or introducer.

New pipeline deal

Create the opportunity once. It then moves through the ABF pipeline as the same deal record.

Record call

Prospect

Record the address the contact provided for email follow-up.

Not Interested — Email Obtained

What did the contact agree to?

Having an email address does not automatically mean the contact should be added to Marketing.

Send follow-up email

Prospect

The prospect will only move to Marketing after you confirm the email has been sent.
ABF CRM · Prospect
COLD CALL PROSPECT

Prospect

☎ Call now

Contact history

Prospect status

Add prospect

Add a company to your cold calling queue.