What is CitoPlus?
CitoPlus is a cloud-based platform. It makes it easier for brokers and their teams to create high quality commercial loan submissions faster, easier and more securely, so they can provide exceptional service to their SME clients.
CitoPlus uses streamlined workflows and third-party data integrations to speed up the processes and paperwork involved in commercial lending, bringing key client data and analytics into one place. Developed by industry experts, CitoPlus reduces tedious tasks and the mental burden of the to-do list, helping brokers work more productively and deliver the tailored service their clients need and love.
What does CitoPlus do?
It helps brokers work more efficiently. By improving their workflow, automating manual tasks, and utilising data-driven insights with the help of in-built analytics tools and calculators, brokers using CitoPlus are driving greater business success.
✅ Rapid 3rd party data collection delivers impressive customer experience
With automated 3rd party data collection, you’ll have a clear understanding your customers and their business structures from the start. Impress your customer with your insights and say goodbye to traditional application roadblocks.
⚡ Automate and streamline for a faster time to submission
You or your team can quickly structure deals with intuitive workflows. Use pre-filled information, automated searches and data collection to take the heavy lifting out of KYC, KYB, credit and title searches, bank data, business financials and more. When it’s time to submit, CitoPlus automatically generates lender applications and credit memorandums. And with a growing network of integrated lenders, you’ll be first in line to access direct digital lodgment to lenders.
📈 Data-driven insights drive better outcomes
Access critical financial metrics to provide the data-driven insights that your clients love. From property and trading ratios to cashflow forecasts, serviceability calculations and deal summaries, brokers can quickly access the advanced analytics they need to deliver strategic advice and personalised service.
✨ Convert more deals with high quality submissions
Deep industry expertise is built into the platform, improving every task and workflow. Prompts and automated data collection ensure accurate information and high-quality documentation is included for every loan. This ensures high quality submissions, minimising delays, and maximising approval rates.
🏗️ Create a foundation for growth
Scale your business, and boost productivity and consistency – with your key processes on a single, trusted platform. Automate manual tasks and delegate processes with confidence. Give the whole team the tools they need to be productive, and free up time for brokers to close more deals.
Hundreds of brokers, both new and seasoned, are boosting their efficiency with CitoPlus
Is CitoPlus right for you?
Use the FAQ’s below to better understand if CitoPlus is the right solution to transform operations at your brokerage.
Frequently Asked Questions
CitoPlus simplifies the commercial lending process for brokers and their teams. By automating paperwork and streamlining workflows, CitoPlus helps gather and analyse key client information faster, and create and submit high quality loan applications more efficiently.
CitoPlus is designed to reduce manual tasks and the mental burden of to-do lists, allowing brokers to deliver excellent service and close deals faster.
Yes! CitoPlus helps manage and automate the collection key data. You can easily invite external parties (including clients and their accountants or solicitors) to share required data and documents.
CitoPlus is not a CRM or sales system. It is a platform specifically designed to speed up and streamline the processes involved in a commercial lending deal – from origination and structuring the initial deal, collecting key data and completing risk analysis, to submission and closing.
Yes. Access to key deal information can be managed on a staff level, ensuring the right level of visibility to ensure your team’s best work gets done.
Simply create an account here. You can make use of our self-guided training tools and live support or contact us to create a personalised training and implementation plan for you.
Third-party data integrations are built into your CitoPlus account. This means you don’t need additional data provider subscriptions – saving you time and money.
CitoPlus is designed to streamline the loan process for all major commercial loan types, including commercial property loans, working capital, equipment finance, term loans, individual and partnership loans, paired deals, SMSF lending and more.
CitoPlus has a free trial, growth and enterprise plans available. You can learn more on our Pricing page.
CitoPlus protects the privacy and security of your clients’ data. No customer data will be retained by our vendors, or available to users outside of the internal team, clients and lenders you choose to attach to the deal.
Pricing
It’s free to sign up for a trial.
Your first 5 deals are included in your Quick Start Plan.
Quick Start
For individual brokers or small teams just getting started with CitoPlus
FREE
Quick Start includes:
- 5 deals per calendar year
- Automated data collection
- Smart workflows and pre-filled templates
- Financial presentation and analysis
- Document request and management
- Credit memo and application generation
- Robust data security
- Direct lender lodgment (coming soon)
Accelerate
For individuals or small teams writing 1-3 deals per month.
$50
per user/month
Everything in Quick Start, plus:
- 3 deals per calendar month
