Resources
Everything you need in one place.
Insights, references and answers to help you get the most out of CitoPlus.
Case Studies
Real-world stories from brokerages using CitoPlus to win more deals and scale their workflows.
ExploreNews & Articles
Press releases, product launches and commentary on the SME & Commercial lending market.
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Answers to the most common questions about CitoPlus, pricing, billing and the platform.
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Policies, brochures and reference material you can download and share with your team.
ExploreLatest
Fresh from the team.
Finance Advisory Co.: How streamlined workflows built a foundation for growth
Specialist commercial broking firm, Finance 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.
How Opibus transformed internal efficiency and strengthened client service capability
As a brokerage built to help SMEs easily navigate complex lending options, Opibus needed a smarter, faster way to manage their own processes. Tech-savvy Director Neil McKay looked to slash inefficient processes and enhance the customer experience.
How Profunding transformed internal efficiency and strengthened client service capability
Since 2007, Profunding has been providing its business customers with efficient financing solutions. To maintain their high standard of customer service while minimising the burden of repetitive tasks, they turned to using a specialised digital platform and a virtual assistant to optimise their workflow.