BrokerFlow

Powered by Matching, Brokerflow delivers to a broker a complete application management audit and compliant check trail starting from the beginning of Obi (Full Fact Find), SmartApp, PEA, and Audit to deliver the most suitable lenders or lenders for the customer. It assists with delivering the application to the selected lender API or via PDF, which is subject to the lender's broker portal technical capability.

Key functionality of brokerflow:

► Full audit trail that starts from fact find completion.
► Automated Equifax data collection & processing
► Pulls three credit bureau credit scores for Matching to filter.
► Full credit report analysis - 9 data points used for matching.
► Bank data collection & processing
► Data point grouping such as gambling, dishonours, collections & SACC's.
► Email & SMS & email follow up - this is stage dependant.
► ID verification
► Income verification
► Credit bureau data collection and processing.