• Broker Portal
Latest News
Quick Navigation Links
Custom Equity
Custom Equity
custom, equity
 

Our Offer

LENDING PANEL

Our panel consists of all the major lenders, most second and third tier lenders and a selection of specialist loan providers to allow you the ability to search for the best products to suit your client’s needs.


LICENSING

We offer licensing models for both Credit Representatives and individual ACL Holders.


NCCP COMPLIANCE

Covers all of a Licensee’s obligations under the NCCP Act, not just Responsible Lending.
          Education: Just download and read your quarterly information pack.
          Assessment: Complete your quarterly questionnaire as an overall assessment of your business.
          Feedback: Read your professional and personalised report with recommended corrective action plans.
          Easy Access: We keep your reports safe and secure. Access your reports as anytime through your secure login.


MORTGAGE BROKING SOFTWARE

Our software includes:
           CRM software with communication templates and accurate loan qualifier tools
           Electronic lodgement software, integrated into the CRM
           Commission splitting and automatic reminders integrated into the technology
           Innovative Professional Development webinars
           Training in the CRM and compliance requirements
           Required NCCP documents pre-populated
           Back up system, ability to store all your customer documents online
           Compliance updatesI
           Calculator tools for your website


OUR DIVERSIFICATION PROGRAM

Increase the value of every client by creating multiple servicing opportunities and maximise the profit potential in your existing database with the following:
            Full service General Insurance through our brokerage partner Equitisure.
            Full service Asset Finance from quote to application and on to settlement.
            Commercial & Business Finance support through an array of Commercial Lenders from our panel.

PREFERRED PARTNERS