Aggregator tweaks tech offering

A major aggregation group has made changes to its tech offering in response to broker feedback

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A major aggregation group has tweaked its tech offering in response to broker feedback.
 
Advantedge has announced enhancements to its Podium 2.0 CRM platform, which the company said were driven by feedback from brokers. The enhancements include a new eClient function, which enables data capture online reducing data entry for brokers.
 
"We've listened to our broker partners and worked hard to develop Podium 2.0 into a market leading business and client manaagement platform," Advantedge general manager of broker platforms Steve Kane said.
 
The company said the release would also see changes to screen layouts to improve usability, enhancements to maximum borrowing calculations for investments and a further streamlining to the production of credit proposal disclosure documents.
 
Kane said the enhancements had been developed with the goal of making it "easier for brokers to do business day-to-day, whether it's keeping up with the latest compliance needs, or cutting the effort involved in lodging an application".
 

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