Quote to proposal
Quotes calculated on the deal record, proposals assembled from CRM data and supporting documents, sent for e-signature.
Financial Services
We build the systems finance businesses use to win deals, from the first prospect to the final invoice.
Commercial finance runs on relationships and paperwork. A single deal can touch a CRM, a quoting spreadsheet, a funder portal, Companies House, an e-signature tool, an accounting system and three inboxes. Most of the cost, delay and risk in a brokerage or lender lives in the gaps between them.
Solharbor builds the systems that close those gaps. Our leadership has worked inside investment banking, asset management and credit; we understand what a funder needs in a proposal, why a commission reconciliation goes wrong, and what a compliance team will ask about an AI agent. We bring that knowledge to the engineering, and to the managed service that supports your growth.
Who we work with
Lenders, brokers and the networks between them. The workflows differ in detail; the underlying systems do not.
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Commercial & Asset Finance
Broker-lender connectivity, application processing, proposal automation, funder matching, underwriting preparation and deal progression.
- Quote to proposal
- Funder matching
- Deal progression
- Commission reconciliation
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Specialist Lending
Origination automation, broker channel management, credit operations, portfolio intelligence and lending operations efficiency.
- Origination
- Credit operations
- Portfolio monitoring
- Renewals
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Financial Intermediaries & Broker Networks
Lead acquisition, nurturing, workflow systems, introducer management and network-wide reporting.
- Lead capture and routing
- Introducer management
- Multi-entity reporting
- Compliance records
Workflows we automate
Each of these runs in a live system today for a lender, broker or broker network.
Application and deal progression
Stage-driven validation, notifications and task routing so applications do not stall between broker, lender and customer.
Company and credit checks
Companies House lookup during the call; ongoing monitoring of charges, accounts, ownership and insolvency signals across the book.
Commissions and invoicing
Invoices raised in the accounting system from the deal, with voids and amendments reconciled back to the CRM.
Renewals and follow-up
Lifecycle campaigns and renewal monitoring driven by deal data, so expiring agreements are worked before a competitor calls.
Group and network reporting
Revenue, pipeline and lead source across many entities or brokerages, reconciled against the accounts.
Selected work in financial services
Marketing delivery, broker operations and CRM migration, grounded in completed work.
From expertiseIdeas worth
sharing.
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InsightCreativeApprovalPublish
Managed marketing for UK finance firms
Content planned from deal activity and approved by the client before anything is published.
Read the case studyGroup revenue across six brokerages
Group reporting for a network of six brokerages
Each brokerage kept its own HubSpot account while management saw group revenue in one place.
Read the case study- Companies
- 17,530
- Contacts
- 27,353
- Historical deals
- 1,257
Full relationship history carried into HubSpot
Fifteen years of broker records moved into HubSpot
Fifteen years of company, contact and deal records moved from FileMaker to HubSpot, with a pipeline built around the brokerage.
Read the case studyCapabilities we bring to the engagement
Specialist data, marketing delivery and software engineering, applied to the work your team needs to do.
Prospect intelligence and enrichment
Identify companies by sector, size, financial profile and ownership. Match prospects to your ideal customer profile, enrich decision-maker contacts and prepare the CRM handoff.
Marketing built around your book
Use deal activity and customer knowledge to plan relevant content, prepare targeted email audiences, review campaigns and publish approved social posts.
Company monitoring
Track public-register changes against CRM companies, including charges, filed accounts, ownership changes and insolvency signals, so the team can decide what needs attention.
Documents, decisions and signatures
Generate proposals and customer documents from CRM records, collect information, request signatures or acceptance, and return completion notifications to the record owner.
AI access to business records
Give authorised users read-only AI access to deals, quotes, funder history and invoice status, with sign-in, defined access and an audit trail.
Tell us which workflow is costing you time
Origination, operations or reporting: we will show you what we have built that is closest to it, and what it would take in your business.