Broker software
Podium – Empower Your Business
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 broker software, Podium, has been developed with a broker’s business in mind with the following benefits.
End-to-end business solution
- Manages all stages of the advice and transaction cycle
- Provides reporting on the performance of your people and business
Single-sign-on (SSO) access to multiple applications
- Enter core data only once
- Run your entire business from one place – product search, fact finds, CRM, e-lodgement, commissions, reporting, marketing
Future proofed technology
- New features and services can be added to the broker portal with relative ease
Mobile and remote access
- Access the CRM from your mobile
- Web based access to Podium when and where you want
Web-based
- Intuitive and easy to use
- Automatic secure data back-up
Electronic loan lodgement
- View the status of all electronically lodged loans on screen or from your mobile phone, any time
- Straight through processing
- View and report on your sales pipeline, and generate campaigns for deals at different stages
Client Relationship Management
- Put your customers at the heart of your business – win more new clients and retain your existing clients
- Increase the resale value of business by easily building client contact histories – calls, e-mails, faxes, campaigns etc.
- A full suite of CRM tools
Powerful report tools in CRM
- Quickly create and save bespoke reports for ongoing use e.g. run-off reports, fixed rates ending, loan anniversaries, birthdays, settlements
- Create campaigns based on reports
- Create dashboard on reports
NCCP compliant
- Best-practice processes let you turn Responsible Lending to your advantage
- Credit disclosure documents generated at the touch of a button
- Checklists for Preliminary Assessments, Client Needs Analysis and all supporting notes, docs, phone calls, emails
- Save time and effort on compliance
- Add value by delivering the best possible levels of service to your customers




