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

Sanctions Screening
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​
Direct Submission to Lenders
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

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

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