Broker Operations

Expert support for a better business

Aggregation Services For Our Brokers.

When you partner with Platform, you get the backing and support of our Broker Operations Team. With over 20 years’ experience and a combined national skill set behind them, they’re ready to help you get every type of transaction over the line.

Why partner with Platform?

More support, more choice, more flexibility

Need advice, mentoring or application support? Our OneCall service has it all. Simply give our Broker Support Team a call, outline your scenario or question, and we’ll connect you with the team member most qualified to provide the help you need. Completely tailored to your needs, this service is exclusive to our Platform partners and can help you:

  • Create a streamlined and consistent workflow from relationship, submission, and assessment, through to funding and verification
  • Maintain brand consistency, stay on top of compliance and ensure awareness of current industry issues
  • Connect with one team dedicated to helping you manage every type of transaction
  • Maximise your income and earning potential

From account management, to invoicing and rate approvals, our Broker Operations Team is here to help streamline your day-to-day operations. Here are just some of the ways they can lighten your load, leaving you to bring in bigger and better business:

  • Rate approvals
  • Follow ups and customer service
  • Invoice requests
  • Account management
  • Payout generation
  • Financier account residuals
  • Arrears management

Supporting you from submission right through to approval, our highly trained and experienced specialists are ready to help process your loans through various financiers and systems. With fast tracking available, they’re the team you can rely on when time is truly of the essence.

To ensure your deals go through as smoothly as possible, our Verification Vetting and Fraud Check Team undertake simultaneous vetting and verification throughout the entire application process. Data is checked in real time as it’s entered into our internal CRM system, Salesforce, ensuring quick turnaround times and up-to-the minute accuracy.

Our Partners: