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SolutionsFor Asset & Equipment Finance Brokers

Every deal across your lender panel, on one board.

Equipment, vehicles, and commercial deals — each with its own lender, its own documents, and its own settlement date. ZiplineOS gives you one pipeline across the whole panel, collects the financials for you, and tells you exactly what's settling and when.

For asset, equipment, and commercial finance brokers juggling a lender panel, a document pile, and a settlement calendar.

Live now · Your clients' data hosted in Australia.See how it works

A panel of lenders, and no single view.

More lenders means more logins, more formats, and more places for a deal to stall. The broker who sees the whole board wins the deal.

One deal, many portals

Every lender has its own system and its own document checklist. Your view of the deal is spread across all of them, plus your inbox.

Financials collected by email

Financial statements, asset invoices, ABN and GST details, director IDs — chased over email, and half of them the wrong version.

Settlements you track by hand

What's conditionally approved? What's waiting on the supplier invoice? What settles this week? The answer lives in your head or a whiteboard.

Commission and compliance blur

Reconciling what settled against what you're owed, and evidencing the advice, means digging back through a trail that isn't really there.

Your deals, start to settlement.

ZiplineOS models an asset finance deal the way you actually run it — one pipeline across the whole panel, with the documents and calculations attached to the deal, not scattered around it.

  1. 1
    EnquiryCRM + Input

    Capture the deal and the asset

    Log the client, the asset, and the amount once. The deal drops onto the pipeline with the full context every lender will need.

  2. 2
    FinancialsCollect

    Collect the pack in one link

    Send a branded, password-free portal request. The client uploads financials, invoices, and IDs from their phone — straight onto the deal.

  3. 3
    Structure & quoteLogic

    Run the numbers on the file

    Serviceability and repayment calculations live on the deal, so structuring a chattel mortgage or lease is a step in the workflow, not a side spreadsheet.

  4. 4
    Lodge & trackInput + Drive

    One board across the panel

    See every deal by stage regardless of lender — submitted, conditionally approved, docs out — with every supporting document versioned in one vault.

  5. 5
    SettlementTelemetry + Invoicing

    Settle and reconcile

    A live view of what's settling this week, plus commission recorded against each deal — so reconciliation is a report, not an afternoon.

What's settling, and what you're owed.

The whole desk on one view — settlements by financier, pipeline by stage, and the numbers you'd otherwise rebuild in a spreadsheet every month.

9:41
app.ziplineos.com.au/settlements
Z
Settlements
Operations / This month
Live
Active deals
23
+4
vs 19 last month
Settled MTD
$2.4M
+12.5%
$2.13M last month
Avg time to settle
18d
−2.4d
Target 15d
Approval rate
86%
+3 pts
142 of 165
Settlements by financier
Value settled this month
Angle
$820k
Metro
$640k
Pepper
$470k
Liberty
$310k
Latitude
$190k
Pipeline by stage
23 active deals
23
in flight
Application8
Credit approved6
Docs out5
Settlement booked4

The whole deal desk, connected.

Turn on what you need now and scale as the volume grows. Every module shares the same deal and client record.

Panel-wide pipeline

Input module

One board for every deal across every lender, with enforced steps so nothing lodges half-baked.

Document collection portal

Collect module

Branded, magic-link requests that pull financials, invoices, and IDs together in one place — no email chasing.

Serviceability & repayment calcs

Logic module

Build the calculations you use every day into the workflow, so structuring is consistent and fast.

Secure deal vault

Drive module

Every document versioned and stored in Australia, attached to the deal it belongs to.

Commission & fee tracking

Invoicing module

Record what settled and what you're owed against each deal, ready to reconcile in a report.

Settlement & volume reporting

Telemetry module

Live dashboards for what's settling, by lender and by asset class, without touching a spreadsheet.

See the whole board. Win more deals.

Hours back every week

Stop re-keying the same client details across five systems. Capture once, and it flows through every part of the process.

Compliance you can evidence

Enforced steps, file notes, and a full audit trail on every file — so when someone asks who did what and when, you have the answer in seconds.

Your clients' data stays in Australia

Client records, documents, and financials are hosted on Google Cloud in Sydney — built for the Privacy Act and Australian data-sovereignty expectations.

One platform, not twelve tabs

CRM, document collection, workflows, compliance, and reporting share the same data. No connectors, no overnight syncs, no copy-paste.

Questions from Asset Finance Brokers

Put your whole deal desk on one board.

ZiplineOS is live. Get started today and run every deal, document, and settlement across your lender panel on one platform — hosted in Australia.

Every module, live and connected on day one
Your clients' data hosted in Australia
Guided onboarding to get you running fast

From $129/month · no credit card to start

Rolling out across a larger team? Talk to our team.