The Platform

Everything your vehicle finance team needs, in one place

EnquiryLabs is a purpose-built CRM for UK vehicle finance brokers and dealerships. Every feature is designed around the real workflow of a finance team — not adapted from a generic platform.

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Pipeline & CRM

Full visibility from first contact to final payout

A structured pipeline that tracks every enquiry from the moment it comes in to the moment the deal completes. Assign deals to advisers, set stages, add notes and keep the whole team aligned — without spreadsheets or daily update calls.

  • Configurable pipeline stages that match your real process
  • Individual enquiry records with full history
  • Deal value, vehicle details and lender tracking per record
  • Team assignment and workload visibility
  • Filtered views by stage, adviser, lender or date range
  • Bulk actions and pipeline housekeeping tools
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Customer Communications

Phone, email, SMS and WhatsApp — all from one place

Every customer conversation happens directly within EnquiryLabs — so there's no need to switch between your phone system, email client and CRM. Every interaction is automatically logged against the enquiry record.

  • Integrated email with full thread history
  • SMS and WhatsApp messaging from within the deal record
  • Call logging with notes and outcome recording
  • Automated customer notification emails and texts
  • Template library for common messages
  • Communication timeline visible to the whole team
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Lender Submissions

Submit, track decisions and manage conditions — without the admin

Lender submissions and decision management are built into the core of EnquiryLabs. Track every application through your lender panel, record decisions and manage approval conditions in a structured workflow.

  • Structured lender submission records per deal
  • Decision recording — approved, referred, declined, conditional
  • Condition and requirements management per submission
  • Multi-lender comparison within a single deal
  • Lender contact details and notes per submission
  • Full history of all lender activity per deal
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Workflow Automation

Automate the manual work that slows your team down

Set up rules that trigger automatically — sending messages, moving deals to the next stage, assigning tasks or notifying team members — so your team spends less time on admin and more time on sales.

  • Trigger actions on stage changes, time elapsed, or deal events
  • Automated customer follow-up sequences
  • Reminder notifications for team members
  • Auto-move deals based on lender decisions
  • Scheduled message sending
  • Automation audit trail — see exactly what ran and when
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Reporting & Visibility

Know exactly where your business stands — in real time

Dashboards and reporting built for everyone from a sales adviser checking their pipeline to a director tracking business performance. No separate reporting tools, no data exports into spreadsheets.

  • Real-time pipeline dashboard with deal values and stages
  • Individual and team conversion rate reporting
  • Lender performance and decision rate analysis
  • Activity reports — calls, emails, submissions
  • Payout value tracking by period
  • Exportable reports for management and compliance
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Payout Progression

Keep approved deals moving through to completion

Approval is only the start. EnquiryLabs gives you a structured workflow for everything that needs to happen between lender approval and the deal completing — conditions, documentation, sign-off and payout request.

  • Condition checklist per approved deal
  • Document collection and tracking
  • Payout request and completion workflow
  • Finance activation date recording
  • Commission and payment tracking
  • Post-payout compliance record keeping
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Customer Experience

A better experience for your customers too

EnquiryLabs extends beyond your team — giving customers a structured way to submit their information, track their application and receive updates throughout the process.

Embedded Finance Application Forms

Place a branded finance application form on your website or dealer portal. Submitted enquiries flow directly into your EnquiryLabs pipeline — no manual data entry required.

  • Branded, embeddable application forms
  • Configurable fields for your requirements
  • Direct pipeline integration on submission
  • Mobile-optimised for all devices

Customer Portal

A secure customer-facing portal where applicants can see the status of their application, upload required documents and receive guided next steps throughout the process.

  • Secure customer login and application view
  • Document upload for required conditions
  • Real-time status updates
  • AI-assisted guidance for customers

AI-Assisted Customer Guidance

Help customers understand what they need to provide and what happens next — without adding adviser time. AI guidance within the customer portal keeps things moving between conversations.

  • Guided document requirements explanations
  • Common questions answered automatically
  • Reduces inbound customer enquiries
  • Escalates to adviser when needed

See the full EnquiryLabs platform

Book a walkthrough with the team and we'll show you how the platform works end to end for a business like yours.