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