Blog

The future of funding is here.

We recently launched our new broker system, PF LIVE, which we believe is now the best broker system in the market. Packed with new features and functionality, PF LIVE provides our brokers with a better funding experience with more data and transparency than they have ever had before.

We think it’s time do a little recap on some of the features, so here we go:

Client cards

View all of your clients' information in the one spot, including all past and present contracts, communications and payment history. You can also submit, endorse and renew from one convenient location.

Activity feed

The activity feed updates in real-time to show you what your clients have been up to – when they log into our online acceptance platform, submit a contract, miss a payment and when we send them a communication.

In-depth reporting

Our range of reports provide you with an in-depth break down of your funding business with us - valuable tools for you to be review your premium funding strategies and identify key growth areas.

Stay connected

Our new messaging system on the homepage has been designed to communicate business updates, notify you of key events and acknowledge your important milestones. It keeps you in the know without having to read email after email.

Smarter search

Our search bar lets you find a client or contract as quick as a flash.

Preparing quotes and contracts

We have made the process of preparing a quote and submitting a contract simpler and faster - only asking you for the information we absolutely need.

If you are a current user of PF LIVE, we would love to hear your thoughts on our new system. We built PF LIVE specifically for our brokers, taking on feedback and suggestions every step along the way. And this won’t stop. We already have future enhancements in the pipeline based on feedback we have received already. So please, if you have a moment or two, click on the survey link below.

If you aren’t a current user of PF LIVE and would like to learn more, please contact us and we will be in touch.