Podium

Data Flow / Capture Improvements

Podium can now capture and pass through BSB and account information for Assets

Increase in the amount of information that can be entered into Client Needs Analysis and Preliminary Assessment fields. Increase from 255 - 1000 characters.

Lender Application Status Filter

Data Flow / Capture Enhancements Continued

Flag Assets that are to be sold prior to Settlement.

Filter Incorrect or incomplete application status's from Lenders

Identify expenses that commence after Settlement

Data Mapping To NextGen Apply Online

Podium to NextGen - apply online has shown 96% of data currently maps successfully

NextGen made our requested changes in November '16 that took us to 99%

Podium Knowledge - Youtube Channel

• 80 Videos / Webinars (over 50 hours of content)
• Targeted training & help on specific topics or tasks on Podium

Create a Google account, search podium knowledge on Youtube and hit subscribe

Serviceability Calculators

Commissions to CRM

• APRA regulation (APG223) impacted H.E.M
• 34 calculators changed
• Podium has the most integrated serviceability calculators in the industry

Commission to Application Linking

Application Level

Product Level

Reporting Insights

To Activate on your Podium please send request to Advantedge.business.platforms@advantedge.com.au

Allianz Insurance Referrals

• Ability to capture and submit insurance referrals to Allianz
• Integrated into Podium CRM. Referrals are saved against client & application
• Total of 3,500+ leads have been referred to Allianz since inception

Drag & Drop File Upload

5 Million to spend on Podium in 2017

Commercial Lending Worksheets

Build on what we have already done.

Equipment Finance

Electronic Lodgement

14 of these campaigns also have an SMS option

Campaign Monitoring so you know what is scheduled to go out

Personalisation of template

Device Responsive

0476812969

Personalised Communications

World Class Marketing Templates

20+ auto campaigns

Device Responsive

Easy to use Interface

High Availability

A back up server to flip the switch to should something impact on the performance of Podium

Podium Production Server

Back Up Podium Server

Commercial Lending

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