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RELATIONSHIPS
Clients
A permanent client directory created from proposal submissions. Reuse verified core information for future enquiries without re-keying the client.
Client directory
Client profiles and funding history| Client | Contact | Company No. | Deals | Last Proposal |
|---|
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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 CALLNo prospect selectedLoad or add prospects to begin calling.
| Company | Contact | Telephone | Last Contact | Next Action | Status | |
|---|---|---|---|---|---|---|
No live prospects loaded. Add a prospect or select a broker calling campaign. | ||||||
NURTURE
Marketing
Prospects who are not ready now but have said ABF may keep in touch by email.
| Company | Contact | Added | Preference | Follow-up |
|---|
Marketing contact
COMPLIANCE
Suppression List
Internal do-not-contact register. Screen prospects against this list before any marketing contact.
| Company | Contact | Telephone | Suppressed | Reason | Source |
|---|
HISTORY
Closed / Archive
Prospects closed without a live opportunity. Contact details and call history are retained for reference.
| Company | Contact | Closed | Reason | Notes |
|---|
OPPORTUNITIES
Leads
Qualified funding opportunities ready to progress.
No live records in this stage.
PARTNERSHIPS
Introducers
Permanent introducer relationships, categories, linked opportunities, completions and payments.
Introducer directory
Partners, opportunities and payments| Introducer | Category | Live Deals | Live Value | Completed | ABF Revenue | Introducer Payable | Next Action |
|---|
BROKER COLLABORATION
Broker Network
Manage broker relationships and referrals flowing both into and out of Anytime Business Finance.
Broker directory
Relationships, specialties and commercial performance| Broker | Specialties | Inbound | Outbound | Completed | Payable | Receivable | Next Action |
|---|
Referral pipeline
Inbound and outbound case tracking| Direction | Client | Broker | Product | Status | Commercial | Next Action |
|---|
ABF CRM
Document Gathering
Track exactly what has been received and what is still outstanding.
No live records in this stage.
ABF CRM
Lender Applications
Manage submissions, lender feedback and follow-ups.
No live records in this stage.
ABF CRM
Approved Deals
Review approvals, conditions, expiry dates and client decisions.
No live records in this stage.
ABF CRM
Completed Deals
Permanent completion and commission history.
No live records in this stage.
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.
YOUR WORKING DAY
Tasks & Calendar
Your tasks and scheduled prospect follow-ups in one place. Unfinished work stays visible when the day changes.
DUE TODAY0Tasks and follow-ups
OVERDUE0Still needs attention
COMPLETED TODAY0Tasks completed
UPCOMING0Scheduled work
Choose a date
For a task, leave the date blank to move it to Unscheduled.
BROKER UNDERWRITING
Financial Analysis
Analyse bank conduct, accounts, management information and cash flow before lender selection.
BROKER TOOLS
Finance Calculator
Indicative calculations for structuring and comparing commercial finance.
Loan repayment calculator
% of loan amount before fees.Fee in £: £0.00
Gross loan including financed fees—
Indicative repayment—
Total interest—
Total repayments—
Total amount repayable incl. fees—
Net advance—
| Period | Opening balance | Repayment | Interest | Capital | Closing balance |
|---|
Interest-only calculator
% of loan amount before fees.Fee in £: £0.00
Gross loan including financed fees—
Monthly interest—
Total interest—
Original capital—
Total due—
Total amount repayable incl. fees—
Net advance—
DSCR calculator
Adjusted EBITDA—
Total debt service—
DSCR—
Asset finance calculator
% of asset cost less deposit before fees.Fee in £: £0.00
Amount financed—
Monthly repayment—
Interest cost—
Total amount repayable incl. deposit and fees—
Net advance after upfront fee—
Advanced tools
Specialist calculations for debt, affordability and revenue.
Important: Illustrative figures only. They are not a finance offer, quotation or recommendation. Actual lender calculations, fees and terms may differ.
ABF CRM
Settings
Secure CRM · Deal lifecycle ID-based · Pre-live audit baseline.
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
LIVE OPPORTUNITY
Deal
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
Deal snapshot & forecast
Set the expected completion date and projected commission for this opportunity.
Projected deal revenue
Track lender commission and ABF commission together for this opportunity.
£0
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
| Lender | Amount | Status | Submitted | Follow-up |
|---|---|---|---|---|
| Property Lender A | £275,000 | Draft | — | — |
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
Today · Cold calling
Discovery call scheduled
Today · Sam Percival
Today · Sam Percival
Initial note added
Funding requirement captured
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
Existing business borrowing
Capture any current borrowing here. This automatically feeds the deal Debt Schedule.
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 imagesAll 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.
% of loan amount before fees.
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
New Broker
Create or update a broker collaboration relationship.
Broker Calling Campaign
Track prospect data supplied by another broker and the commercial split attached to opportunities generated from it.
New Broker Referral
Track a case referred into ABF or sent to another broker.
BROKER 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
Duration is estimated by the CRM timer for calls started with Call now. Retrospective calls have no measured duration.
Record the address the contact provided for email follow-up.
Contact history & current next action
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.
Add Financial Document
Securely store source material against the underwriting file. Automated document extraction is not yet enabled.
Financial documents are uploaded to the private ABF Supabase storage bucket. You must be signed in before a file can be stored.
Send follow-up email
Prospect
The prospect will only move to Marketing after you confirm the email has been sent.
COLD CALL PROSPECT
Prospect
Contact history
Prospect status
Add prospect
Add a company to your cold calling queue.