Case study · Fintech
How findesk gave asset finance brokers one place to run their business.
Asset finance brokers were stitching their day together across spreadsheets, email, a handful of disconnected tools, and a few very dated systems. We designed and built findesk — an all-in-one Laravel platform that brings leads, quotes, applications, documents, reporting and clients into a single system.
- Industry
- Asset finance
- What we built
- SaaS platform
- Stack
- Laravel
- Engagement
- Ongoing since 2017
The challenge
Running a broking business across too many tools.
Asset finance brokers manage a lot at once — applications, a panel of lenders, compliance documents, client relationships and commissions. Off-the-shelf CRMs weren't built for the way brokers actually work, so teams fell back on spreadsheets and manual handoffs that slowed deals down and made nothing easy to track.
What we built
One platform, built around how brokers actually work.
Deal & application management
A single pipeline that takes a deal from enquiry to settlement — with the status, tasks and documents attached to every application.
Quote calculator
The most comprehensive quote calculator in the market — built for asset finance brokers to structure any loan accurately.
Documents & compliance
Generate, collect and store the paperwork each deal needs — structured, searchable and audit-ready.
Client CRM
Contacts, communications and history in one timeline, so nothing slips between the cracks as volume grows.
Built on Laravel
A modern, maintainable Laravel codebase with tests and observability — built to extend as findesk adds features.
Hosted & supported by us
We host, secure and monitor the platform, and ship improvements continuously — so the team can focus on broking, not infrastructure.
The outcome
A single system the business runs on.
findesk replaced the patchwork of spreadsheets, tools and legacy systems with one platform brokers log into every day.
- 120+
- broking enterprises
- 211,185
- clients managed
- 502,415
- loan applications processed
"As brokers, findesk made things so much more efficient — we're saving 2–3 hours a day on admin, and with automated communications our business grows more naturally than before."
Have a system like this in mind?
Tell us what your business is wrestling with. We'll come back with a clear path from where you are to a platform your team runs on.