Your digital platform for commercial broking
Learn More
Your digital platform for commercial broking
Learn More
Your digital platform for commercial broking
Learn More

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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Learn how to speed up your loan submissions and unlock superior customer insights with CitoPlus.

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

What our clients say …

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