Broker Operating System and CRM designed by and for equipment finance brokers.

About

Introducing BOS

We started with a dream. To build an easy to use state of the art software system specifically designed for equipment finance brokers. And our dream has come true! Introducing BOS that will change the way your firm and your finance team within it operate.

Features

Using BOS

Easy and intuitive interface with increased legibility makes managing large amounts of data throughout your day an absolute breeze.

  • Responsive Design
  • Fully customisable dashboards
  • Fully customisable forms (applications, privacy, letters, aml etc.)
  • Real time tracking of applications and broker pipelines
  • Easy to use with logical data entry protocols
  • Auto address completion
  • ABN / ACN Lookup

Integration

BOS seamlessly integrates with leading Australian financiers meaning no more double keying.

Westpac
Capital Finance Metro Finance Bank of Melbourne St.George BankSA BOQ Finance Pepper Money

Admin Functions

Customisable business reporting by:
Location, broker, financier, month and year.

Customisable permissions by:
Management, brokers, administration and accounts.

Accounting:
Loan reconciliation reporting.

Quoting

BOS excels in providing quotes. Designed specifically for ease of use you can copy multiple quotes into one email and undertake structured quotes in seconds.

  • Quick quote option with email functionality
  • Fully functional quoting tool including unlimited structured payment options

Powerful Search Engine

From keying in the mobile number to locate a client to postcode searches listing all customers. Finding an existing or a number of client has never been easier.

Reporting

The reports you and your teams need on a daily basis. And the good news is that just about everything in BOS can be reported on.


SMS and Email Capability

Built into BOS is the ability to program SMS and emails directly from the application.

Pricing

Purchasing BOS

The days of paying upfront licencing fees and ongoing software annual fees for upgrades are a thing of the past. One simple cost per user per month and you automatically receive updates to the system as they occur.

Lite

$150 / month

  • BOS Install And Initial Training
  • Australian Based Support Desk
  • Regular Updates
  • Data Can Also Be Transferred Across From Your Existing System (If Applicable)

Prestige

$250 / month

  • BOS Install And Initial Training
  • Australian Based Support Desk
  • Regular Updates
  • Data Can Also Be Transferred Across From Your Existing System (If Applicable)
  • Disaster Recovery
  • Microsoft Office 365
  • Back Up Of Data
Contact

Try BOS

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