Group reporting for a growing finance franchise

The challenge of a growing network

Growing a financial services franchise means giving individual businesses a consistent way to work while retaining visibility across the group. Separate CRM accounts support local teams, but make it harder to understand revenue, commissions and performance as a network.

Solharbor built the operating and reporting layer that connects those perspectives: practical tools for the broker, consistent deal data for the business, and a consolidated revenue view for management.

The starting point

A network of six commercial finance brokerages had standardised on HubSpot for sales, but the CRM only recorded the conversation. Everything that made a deal real happened elsewhere: quotes were worked out in spreadsheets, invoices were typed into Xero by hand, Companies House was checked in a browser tab, and support questions went to a shared inbox. Each brokerage ran its own HubSpot account, so group reporting meant exporting six sets of data and reconciling them against the accounts.

What we built

Quoting inside the deal. A set of HubSpot cards that calculate hire purchase, lease, loan, property, invoice and trade finance quotes, with APR, directly on the deal record. Asset details and expected revenue are captured in the same place, so the figures that drive the proposal are the figures that drive the invoice.

Invoicing without re-keying. When a deal reaches the right stage, the invoice is created in Xero from the deal data. Voided and amended invoices flow back, so the CRM and the accounts agree.

Company lookup that keeps pace with a phone call. A Companies House search service indexes the full register, 2.6 GB of data, and returns results in under a millisecond. It sits behind the CRM forms so a broker can confirm a company while the customer is still talking.

Support where the work happens. A browser extension inside HubSpot handles support requests, company and deal creation, deal checks and stage-change notifications. A written user manual and a support assistant trained on it answer the routine questions.

One revenue view. A reporting layer joins HubSpot and Xero across all six brokerages, with defined business metrics, so management sees group revenue, by broker and by lead source, from live data.

Operating it

The platform now runs in the client’s own AWS account. The acceptance test was that the client could stand it up and run it without us. They can. They chose a Solharbor managed service to support the network’s growth, with new features delivered as the business needs them.