Aggregator pioneers new digital platform

by Julia Corderoy05 Aug 2016
NAB-owned aggregator PLAN Australia has kicked-off the full roll-out of the Rundl digital platform to its network of over 1,650 brokers, following a successful ten week pilot with 20 of its brokers. 

Available via an app or web browser through a desktop or mobile device, PLAN claims Rundl enables brokers to better connect and collaborate with customers and service providers throughout the home loan process. 

Dubbed as an interactive project management tool, the platform aims to create a “more efficient process” for all parties involved in a lending transaction. Brokers can invite customers and business partners to join a transaction and provide clients with support and step-by-step visibility on the process at any point in time.

Features of the Rundl platform include the ability to upload and share documents via mobile device, and to communicate in real time via instant messaging.   

Rundl mirrors PLAN Australia’s existing Podium software processes and can be tailored by brokers to reflect their individual branding and corporate identity. 

Commenting on the roll-out, Phil Quin-Conroy, PLAN Australia CEO said he was pleased to support its brokers in pioneering the product. 

“We are committed to leveraging technology to support brokers to improve efficiencies and complement their value proposition. This ongoing focus on innovation puts our brokers at the front of the pack and ultimately helps to drive their growth,” he said.

A range of PLAN brokers took part in the pilot, including one of its largest member groups, LJ Hooker Home Loans.

National Product and Marketing Manager for LJ Hooker Home Loans, Jeff Chapman, said: “Being a broker in 2016 has its challenges. Brokers are forever short on time but know that to deliver the best service and advice they can for their clients, they need to embrace technology. We are excited that through PLAN Australia we are able to offer Rundl to our brokers.” 

Rundl introduced the digital platform to PLAN Australia brokers at PLAN’s Technology Forum which took place in Melbourne at the end of last year.