Our Platform
The CitoPlus experience provides the flexibility you need to best support your customers, while removing complexity and manual tasks
Key components
A single intuitive portal for you to manage your customer deals
Deal Management
Easily manage a deal throughout the lifecycle
Deal Structuring
Access key components of a deal structure including financials, business structures and serviceability
Data Security
Secure by design to keep broker and customer data safe
Seamless Integration
Coming soon, the platform will support integration into your broker CRM and platform of choice
A simple and streamlined experience for your customers
Automated requests
A simple process to collect key information from each business and individuals within the business
Consent Management
Allow your customer to control access to sensitive business data
Document Management
A secure and safe way for customers to share key documents such as trust deeds and financial accounts
Digital ID Capture
Remote capture and authentication of ID documents such as drivers licence and passports
Key data from over 15 leading information providers prefilled directly into your deal
Business Ownership
Key registration details including directors, shareholders and key personnel
Reviewing key individuals against sanction lists, PEP and adverse media
Credit Profiles
Obtain credit history of the business and key personnel
Security Values
Where property or equipment is being provided as security
Securities Register
Providing a clear view of parties who have security interests in property
Title and Property Data
Understand the legal ownership of property being provided as security
Accounting Data
Access to cloud accounting packages including MYOB and Quickbooks.
Bank Data
Transactional and categorised bank data
A seamless application experience to your lender of choice
Send the deal direct to a lender via secure data transfer and receive an instant indicative decision
Credit Memorandums
Complete with deal information for you to add the key contextual information and support for a deal
Lender Applications
Information prefilled directly into application forms of key lenders
Security & Privacy
All data is kept secure throughout the entire process
Data Protocols
We operate with the strictest data protocols utilising best in class data security and privacy capabilities
Customer Consents
We ensure customer consents are appropriately captured and stored
Transparency
We are transparent in how customer data is collected, used and retained
Lending Types
Supporting all key areas of commercial lending
Term Loans
Working Capital
Equipment Finance
Commercial Property
Commercial Home Loans
Paired Deals
