Our Services Include:
- We have an easy NO cost start up option.
- You come under our licence or have your own.
- Access to lenders & our internal accreditation team.
- Access to a broker operations team that can support you with deals.
- Access to a large panel of lenders.
- Processing support options: We help processing deals for a small cost.
- High commission splits
- Fully integrated Loan Management System
- Fully Integrated Insurance Products.
- Initial & Ongoing training
- Reporting Assistance & Solutions.
Advantages of our Solution:
- We take care of the licencing requirements.
- We coordinate all your business manager/ broker accreditation’s.
- Access to an extensive range of commercial & consumer products, lenders and insurers.
- We support the business including recruitment & training requirements.
- Access an easy to use technology platform (LMS) to manage all your deals.
- Provide you with detailed reports on demand which are live with weekly, monthly etc.
- We provide you with a team of individuals which include experienced brokers, processors and a relationship manager to support your business.
- We support the business including compliance and review all documents, databases to ensure your always up to date etc.
- We provide your business with management support & mentoring.
- We can assist you with broker/ business manager recruitment.
Finance Loan Management System
The Loan Management system was built with efficiency in mind and to improve the proficiency of your business.
- White label option- add your own logo and branding
- Standalone/ Separate database that only you have access too.
- Affordable monthly user fees.
- The system is used for process effectiveness.
- Use the system to manage client applications.
- Load clients in once you have spoken to and taken application.
- Pull credit file from the system.
- Manage workflow from the system.
- System has ability to communicate through SMS & Email to client / dealer.
- System is used to manage compliance i.e; send credit guide, quote.
- System is used to store all compliance documents.
- Web based so no need to install any software.
- The system has team structure ability so that processes can support brokers.
- Multiple brokers working on the same file – team view.