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Podium 2.0 Software

We understand your time and energy are best spent following up leads, making settlements and growing your knowledge and client base. We’ve listened to what keeps our brokers away from what they do best, and have responded with a quality software platform to help lighten your load.

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Our award-winning Podium 2.0 ^technology allows you to seamlessly manage all your business processes. This end-to-end business management and reporting solution includes a fully integrated CRM and exceptional marketing capability.

Podium 2.0 is efficient and easy to use, enabling you to build and maintain strong relationships throughout the entire customer lifecycle. It also equips you to manage some of your compliance obligations with ease.

Our support team will quickly get you up and running on Podium 2.0, and keep you up-to-date and on track with comprehensive training and ongoing technical support.

Podium 2.0 offers everything you need to increase business effectiveness and profitability.

^ Podium 2.0 was Best Technlology Platform - Australian Broking Awards 2014

Podium 2.0 features

  • Market leading Customer Relationship Management (CRM) system
  • Automated Marketing Hub with customisable sales tools and social media capability
  • Provides documments for assisting members to meet National Consumer Credit Protection (NCCP) responsible lending obligations
  • Single login access to multiple applications Electronic loan lodgement
  • Powerful product search, with the option to save favourite searches
  • Online and offline solution, with tablet compatibility
  • One-time data entry with data captured in Application and Lodgement functions
  • Easy access to summary of total loan portfolio submission status
  • Fully integrated commission claims and reporting system
  • Comprehensive training and support through webinars, and one on one training sessions