Quote calculator
Repayments by term, deposit, balloon and frequency with GST handled. Branded PDF quotes in one tap.
Equipment finance broker software: quotes & dealer portals
Equipment finance: quotes in seconds at the point of sale. Dealers quote, you approve.
Dealers ring for repayment figures while the customer stands next to the tractor. Applications arrive as blurry phone photos and Thursday disappears chasing two years of financials. We build quote calculators, dealer portals and application systems for equipment finance brokers that all talk to each other. Then we host them and look after them.
Looking for equipment finance software that quotes on the spot and keeps dealers in the loop?
An equipment finance broker sits between three groups who all want an answer now: the dealer on the yard, the customer with a job starting Monday and a panel of lenders with their own rate cards, credit policies and paperwork. Most brokers hold it together with a rate spreadsheet, a CRM that wasn't built for asset finance, long email chains and a phone that never stops. Every call from a dealer asking for a repayment figure is a sale sitting on hold.
Wollopit builds custom equipment finance software around how your brokerage actually writes deals. Dealers quote repayments themselves from a calculator on their phone or website. Customers apply online and upload documents against a checklist. Your team sees every deal from quote to settlement on one board while dealers check the status without ringing. We connect the CRM, lender tools and accounting software you already use, replace the ones holding you back and look after the lot on our own servers.
01The problems
What we hear from equipment finance brokers
Does your equipment finance business have these problems? Here's how we'd fix them.
Most brokers we talk to are great at structuring deals and run the business on rate sheets, inboxes and a phone glued to their ear. It works, right up until three dealers ring at once.
- The problemDealers ring for every figureThe customer is standing at the excavator while the sales rep is on hold to you for a repayment on 60 months with a 20% balloon.How we fix itA dealer quote calculator on their phone with your terms, balloons and GST handled, so the figure is on the spot.
- The problemRate cards in a spreadsheetEvery lender's rates, fees and tiers live in one spreadsheet that one person updates when they remember.How we fix itOne rate manager for your whole panel. Update a rate once and every calculator, quote and comparison uses it.
- The problemApplications on paperPDF forms printed, signed on the bonnet of a ute, photographed and emailed in sideways.How we fix itOnline applications that work on a phone with ABN lookup, director details and e-signed privacy consent.
- The problemChasing financials for a weekTax returns, BAS, bank statements and the asset invoice trickle in over a dozen emails.How we fix itA document checklist per deal that knows what each lender wants, with secure uploads and automatic reminders.
- The problemDealers asking where it's atHalf the day goes on calls and texts asking whether the deal is approved yet.How we fix itLive deal tracking for dealers and customers: submitted, approved, docs out, settled. It updates as you move the deal.
- The problemComparing lenders by handWorking out which lender suits a two-year ABN buying a tipper means three calculators and a notepad.How we fix itSide-by-side scenario comparisons across your panel showing repayment, fees, balloon and policy notes.
- The problemTyping the same deal three timesCustomer details keyed into the CRM, the lender portal and the commission spreadsheet.How we fix itCapture it once and push it to your CRM and lender tools where they connect, with a clean export where they don't.
- The problemSettlement paperwork scrambleTax invoice, insurance certificate, PPSR search and delivery sign-off all needed before funds release.How we fix itA settlement checklist with PPSR search records, invoice checks and delivery sign-off on the dealer's phone.
- The problemCommissions nobody can reconcileBrokerage, dealer referral fees and clawbacks tracked in a spreadsheet that never matches Xero.How we fix itCommission tracking per deal with dealer referral payouts and reconciliation straight into Xero or MYOB.
- The problemDealer website leads go coldA finance enquiry from a dealer's website sits in a shared inbox for two days.How we fix itEmbedded calculators on dealer websites that send the lead straight to you, tagged to the right dealer.
- The problemRepeat clients forgottenA customer's term ends next month and a competitor writes the upgrade deal.How we fix itClient history with term end and balloon reminders, so you're calling about the next machine first.
02What we build
Solutions
What we build for equipment finance brokers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Dealer portal
Dealers quote, start applications and check deal status from their phone or desk.
Embeddable website calculator
A finance calculator on dealer websites that sends every enquiry to you, tagged to the dealer.
Rate & lender manager
Your panel's rates, fees, tiers and policy notes in one place. Update once and everything follows.
Online applications
Mobile-friendly forms with ABN lookup, director and guarantor details and e-signed privacy consent.
Document checklists & uploads
Each deal knows what the lender needs. Customers upload securely and get reminded automatically.
Deal pipeline board
Every deal from quote to settlement on one board, with who's waiting on what.
Dealer & customer status updates
Automatic SMS and email when a deal is submitted, approved, docs out or settled.
Lender scenario comparisons
Run the same deal across your panel side by side before you pick where to send it.
Settlement checklist
Tax invoice, insurance, PPSR records and delivery sign-off ticked off before funds release.
E-signing
Loan docs and consents signed on a phone through DocuSign with signed copies filed on the deal.
Commission & referral tracking
Brokerage, dealer referral fees and clawbacks per deal, reconciled into Xero or MYOB.
Client history & renewals
Every asset a client has financed, with term end and balloon reminders for the next deal.
Reporting dashboard
Volume by dealer, lender and asset type plus approval times and settlement rates.
A broker website that works
Fast on mobile with your calculator built in and pages for every asset type you finance.
03The systems
The big ones
Your whole brokerage, on one system.
These are the systems equipment finance brokers ask us about most. Each one works on its own. They get properly clever once they're joined up.
Quote calculators
A repayment figure before the customer walks off the yard.
Dealers punch in the asset price, deposit and term on their phone and get an indicative repayment in seconds using your current rates. You decide what they see, so buy rates and margins stay private.
- Term, deposit and balloon options
- Weekly, fortnightly or monthly repayments
- GST and trade-in handled
- Your rates pulled from the rate manager
- Hidden buy rates and margins
- Branded PDF quotes in one tap
- Works on any phone
- Embeddable on dealer websites
- Quote sent straight to the customer
- Every quote logged as a lead
Dealer portal
Dealers quote. You approve. Nobody rings.
Every dealer gets their own login to quote, start applications and watch their deals move. Their sales reps stop ringing you for updates because the answer is already on their screen.
- A login for each dealer and rep
- Quotes and applications in one place
- Live deal status per customer
- Push alerts when a deal is approved
- Dealer branding on quotes
- Referral fees visible per deal
- Lead tagging by dealer and rep
- Delivery sign-off on their phone
- Promotional rates by dealer
- Rep performance at a glance
Applications & documents
Applications that arrive complete.
Customers apply online in a few minutes and upload exactly what the lender needs against a checklist. Missing items get chased automatically so you're not writing the same email ten times a week.
- Mobile-friendly application forms
- ABN and company lookup
- Directors and guarantors
- E-signed privacy consent
- Checklists by lender and deal size
- Secure document uploads
- Automatic reminders for missing items
- Bank statement links where supported
- Everything filed on the deal
- Low-doc and full-doc paths
Deal pipeline & settlement
Every deal, quote to settled, on one board.
See every deal and who it's waiting on, from the first quote to funds out the door. Settlement checklists make sure the invoice, insurance and PPSR are sorted before anything is released.
- Pipeline by stage
- Who's waiting on what
- Lender scenario comparisons
- Submission notes per lender
- Approval conditions tracked
- Settlement checklist
- PPSR search records
- Insurance certificate check
- Automatic status updates to dealers
- Deal history and audit trail
Commissions & clients
Know what you're owed. Know who's due next.
Brokerage, dealer referral fees and clawbacks are tracked per deal and reconciled with your accounts. Client history flags term ends and balloons early so the next machine gets financed through you.
- Brokerage per deal
- Dealer referral fee payouts
- Clawback tracking
- Reconciliation into Xero or MYOB
- Monthly commission statements
- Client asset history
- Term end reminders
- Balloon due alerts
- Upgrade campaigns by asset type
- Reports by dealer and lender
04How it changes
Before and after
A tractor sale, wolloped.
Here's how a Saturday morning sale on the yard could change. Every brokerage is different, so we map yours first.
Before
- Dealer rings mid-sale for a repayment figure
- You dig out the lender rate sheet and do the maths
- Application form emailed as a PDF
- Financials chased for a week
- Dealer rings twice asking for an update
- Customer goes cold and the sale stalls
After
- Dealer quotes on their phone in seconds
- Customer applies online before leaving the yard
- Checklist asks for exactly what the lender needs
- Uploads land on the deal automatically
- Dealer watches the status update live
- Settled and the tractor's on the truck
05Services
Everything under one roof
Software, websites and systems for equipment finance brokers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for equipment finance brokers
Built around how your equipment finance business actually runs: quote calculator, dealer portal and the admin in between, in one system you own.
Websites for equipment finance brokers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Equipment finance business system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for equipment finance brokers
Embeddable website calculator and rate & lender manager: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your equipment finance business, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside lender and broker platforms you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Salestrekker
- NextGen ApplyOnline
- Equifax
- illion
- CreditorWatch
- PPSR
- ABN Lookup
- Basiq
- Stripe
- Calendly
- Zoom
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your equipment finance business: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your team and a couple of your dealers, follow a deal from quote to settlement and work out where it actually gets stuck.
- 02
Archi-tech
We plan it before writing code: your lender panel, rates, dealer access, document rules, integrations, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the dealer calculator first, so the phone calms down quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
08Questions
FAQ
Things equipment finance brokers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can dealers use the calculator on their own websites?
Yes. Calculators can be embedded on dealer websites with every enquiry sent straight to you and tagged to that dealer.
Can it handle balloons, GST and different repayment frequencies?
Yes. Deposits, trade-ins, balloons, GST and weekly, fortnightly or monthly repayments are all built in, using the rates you set.
Will dealers see our buy rates?
Only if you want them to. You decide what dealers see. Most brokers show indicative repayments and keep buy rates and margins private.
Do we have to switch our CRM or lender tools?
No. If your CRM and submission tools are doing their job we build around them. If something is holding you back we'll show you what replacing it would involve before anything changes.
Is customer information kept secure?
Yes. Documents are encrypted, access is by individual login with roles for staff and dealers and every action is logged on the deal.
How much does an equipment finance system cost?
It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
Smaller jobs like a dealer quote calculator can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most equipment finance brokers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got an equipment finance business problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.