Broking made easier with Podium
Software designed to streamline your business.
Investing in innovation and business efficiency
Our broker software platform, Podium, helps you manage your business effectively so you can focus on growth. Fully integrated with Salesforce, Podium is efficient, easy to use and functionally rich. It’s designed to help you make the most of your customer relationships and grow your business further.
Ease and access
Mobile and web-based access, and single sign-on to multiple applications.
Client relationship management
A full suite of CRM tools with multiple product search options, a sales and simulation tool, electronic loan lodgement and comprehensive reporting.
Reporting tools to let you quickly create and save bespoke reports for ongoing use, create dashboards and develop key insights.
Workflow and task manager
To track and act on information as it happens.
Electronic loan lodgement
Lodge and view your loans online any time.
Simplify your compliance, reduce paperwork and save time and effort with our BID guided experience and suite of NCCP Act documents.
Commissions data into CRM
Aligning commission data to applications.