Finance Advisory Co.: How streamlined workflows built a foundation for growth
Specialist commercial broking firm, Financial Advisory Co (FinAd), is based in Adelaide with a total of 8 staff.
Faced with the challenge of rapidly growing a new brokerage, FinAd needed to find a better solution than using Word and Excel.
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Why CitoPlus?
The CitoPlus Platform
Enabling more SME's to obtain the right funding, faster
Our digital platform is designed to deliver a streamlined commercial lending experience for brokers and their customers
Automated collection of key data from over 15 leading information providers, pre-filled directly into your deal
Presentation of financials, serviceability ratios and calculations so you can easily assess and structure the deal
Preparation of the deal for submission via credit memorandums, application forms and direct lodgement to lenders
Spend more time with your customers and less on manual tasks
Faster ‘Time to Yes’
A streamlined process reducing time to yes for your customer
Quality
High quality information and documentation for each loan
Increase deal conversion
Higher success rates on deals you pursue
Elevate the human
Combining your experience and judgement with the best available data
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