One of the key advantages by joining Optimise is accessing our CRM. Our system is one of the most comprehensive asset finance broker software solution on the market today – powered by the world’s leading CRM, salesforce.com it provides that competitive advantage you need to grow, prosper and convert more deals.
- Lender & Insurance API’s allowing for Straight through processing.
- Lender quoting and comparison capabilities.
- Online customer portal allowing for a seamless collection of customer data, consent and supporting documentation. Our customer portal automates the often clunky process of receiving all the required information for submission.
- Submit applications in under 15 minutes
- 3rd Party integrations with Glasses Guide, HEMS, Equifax, PPSR, Xero and SMS
- Powered by the worlds largest CRM provider salesforce.com
- Inbuilt Compliance systems that cover NCCP, responsible lending, document creation and auditing.
- Lead & Opportunity management through a user friendly dashboard
- Real time reporting and commission management
- Workflows that seamlessly move a lead, into an opportunity, through to submission and settlement.
- Inbuilt systems and processors to handle all your settlement requirements if you prefer to do them on your own with every lender template provided.
- Company branded automated SMS and Email communication based on client status
- Company branded Email & SMS templates for every step in the sales journey, from initial contact, through to dealer invoice request and specific settlement templates for every lender.
- Access our digital script and information capture forms
- Sell and manage more clients by utilising all the productivity tools made available
- Complete end to end solution – let our CRM drive your businesses growth
