Richard Kay
Richard Kay
Senior Product Manager
Product Update

Broker Portal: Coming soon…

April 28, 2021 | 3 minutes

At Satago, we’re always working to make your experience better. That’s why we’re excited to announce the upcoming launch of our Broker Portal.

The Broker Portal will make it easier for you to introduce clients to Satago, follow the progress of client finance applications and keep track of your commission.

When you log in to the Broker Portal, you’ll see all your invoice finance leads in one dashboard. View the status of each lead at a glance and click to find out their progress.

You can submit new leads directly to the portal and click to invite clients to begin their finance application.

Upload new finance leads to Satago through the Broker Portal

We’ll be sending you a link in the coming weeks so you can explore the portal for yourself. We look forward to hearing your feedback!

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