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.
Our award-winning^ Podium 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 workflow capability.
Podium 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, and keep you up-to-date and on track with comprehensive training and ongoing technical support.
Podium offers everything you need to increase business effectiveness and profitability.
^Podium 2.0 was Best Technlology Platform - Australian Broking Awards 2014
|Do you want to build efficiency in your business through workflows using checklists, tasks or email templates?|
|Do you need a quick snapshot of where each loan is at in the process?|
|Do you have a website and want the leads from clients to go directly into your CRM?|
|Do you want a portal where your clients can enter their data and upload documents, feeding it back into your CRM?|
|Do you need custom fields that are unique to your business that you can use for reporting?|
|Do you have an admin and want to be able to automate tasks at certain points in the customer journey?|
Our Podium system has all this functionality and much more. It includes comprehensive data capture, Loan simulation and modelling tools, Serviceability assessments, product searches, dashboards and reports, compliance documents, electronic lodgement to lenders, ability to link your emails to your records via an API connection and training and education on how to use the system at your fingertips 24/7.
Contact a Partnership Manager in your state to discuss these features in more detail: