Empowering brokers to close SME & Commercial deals faster.
Replace manual applications with a customisable but structured, digital workflow that the whole team can use, and move more commercial deals from first contact to settlement.
<10min
Application fully formed
0×
Re-keying after initial entry
9+
Lender integrations
1×
Workflow for all lenders
The problem
What slows you down
Manual SME applications slow you down.
PDFs and Word docs everywhere
Templates that don't talk to each other. Versions that get lost in email threads.
Re-keying the same data
The same details, re-typed across forms, lenders, and deal stages, every single time.
Chasing documents and signatures
Managing what's needed, who has it, and making sure the right people get it quickly.
No visibility on application status
Emailing or calling lenders to chase down where each deal sits in their queue.
Manual doesn't scale. Get deals done faster.
See how it worksThe value
Why brokers switch
Faster, leaner, and smarter on every deal.
V 01 / SPEED
From docs to application details populated in less than 10 minutes.
Smart prefill pulls data from documents and previous deals, so you can create any application, for any lender, in minutes.
- Smart document prefill (bank statements, financials, IDs)
- Lender-ready application in under five minutes
- Faster submission across your entire lender panel
V 02 / LESS MANUAL WORK
Stop re-keying. Start reusing.
Capture data once and reuse it across deals, clients, and lenders.
- Lender application form pre-fill
- No more double data entry
- Automated workflows end to end
V 03 / COMPOUND SPEED
The more you use it, the faster it gets.
CitoPlus learns from your activity reusing client profiles, documents and patterns to accelerate every future deal.
- Reuse client profiles & documents
- Faster repeat applications
- Compounding productivity over time
V 04 / BETTER DATA
Flexibility to structure deals, faster.
CitoPlus adapts to how brokers work and the experience flexes by deal to help you create clean, accurate submissions that lenders can decision quickly and avoids multiple back-and-forths.
- Market-leading functionality, applied your way per deal
- Better lender policy understanding, every time
- Stronger first-submission outcomes
How it works
Three steps
Three steps. No friction.
01
Upload docs
Drag in bank statements, financials, IDs and supporting docs or capture data directly. CitoPlus takes it from there.
02
Source & Extract data
CitoPlus can extract from documents and validates the deal pulling everything into a clean, lender-ready application.
03
Submit fast
Send direct to your lender of choice. Get an indicative decision back. Move on to the next deal.
Result
More deals done, faster
before / after
The shift
Trade your old workflow for one that moves.
Before
- PDFs & Word docs
- Email-attached documents
- Re-keyed data, deal after deal
- Slow turnaround, slower decisions
With CitoPlus
- Digital, structured applications
- Smart prefill from documents & deals
- One workflow across every lender
- Faster submissions, faster approvals
Built for brokers
Designed by you
Made for the way brokers writing SME & Commercial loans actually work.
Built for SME & commercial workflows
Designed around the deals you write not bolted on from a residential tool.
Integrated with aggregators
Plays nicely with Finsure, Connective and the platforms you already use.
Connected to leading lenders
Direct lodgement and pre-filled applications across a growing lender panel.
Made in Melbourne, used Australia-wide
Local team, local support, local commercial-broking expertise.
Aggregator integrations
Connected lenders
Security
How we protect data
ISO 27001 certifiedMove fast, safely.
Secure document upload
Encrypted in transit and at rest. No more sensitive client documents floating around in email threads.
Centralised client data
One secure source of truth per client accessible to the right people, at the right time, with full audit trail.
ISO 27001 certified
Independently certified to the global standard for information security. Bank-grade controls, end to end.
Get started
Ready to get started?
Join hundreds of Australian brokers already using CitoPlus.
Request a demo