Sales software

The world is changing rapidly and more so in the way we do business.  As a mortgage broker, you know how important it is to have an automated system with streamlined processes which will enable smooth operations.

Our software has been developed to have that leading edge:

  • Model lending scenarios and filter product options;
  • Discover which lenders are likely to approve the loan to pre-qualify the client;
  • Calculate full costs of purchasing a property;
  • Electronically capture and transmit or lodge loan applications;
  • Receive daily lender rates, compliance updates and company news;
  • Fully integrated client database with full CRM support; and
  • Look up lenders guidelines online and perform keyword searches.


Video demonstration

With the PLAN Australia sales software, all you need is one icon on your desktop to easily run your business operations, it's that easy - for more, check out our
video demonstration.



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