Case Study: UMi Debt Finance streamlines lending operations with BrightOffice CRM

UMi Debt Finance - Customer Case Study

UMi Debt Finance Scotland, part of UMi Debt Finance, manages a £12 million loan fund under the Scottish Growth Scheme and needed a CRM to handle a growing loan book across partner relationships, marketing, underwriting, and stakeholder processes. BrightOffice provided a cloud-based, bespoke CRM and loan management solution to replace fragmented processes and support the team’s operational growth.

BrightOffice delivered initial demonstrations, helped UMi choose the right system, and got the team live within two months, including two days of on-site training. The solution streamlined document generation, underwriting and back-office workflows, and supported Power BI reporting integration, helping UMi focus more on clients and business development while improving internal efficiency and flexibility.

UMi Debt Finance

Thomas Brock

Fund Director