Growing and diversifying your offering shouldn’t be a cumbersome task. To make it as easy as possible, we’ve created a specialised model for asset finance partnerships.

By acting as a ‘specialist asset finance’ aggregator group, we give other aggregator groups access to an array of lenders nation-wide. We offer opportunities to traditional residential mortgage providers and Australia’s leading financial services businesses, helping them branch out into asset finance, leaving you – and your clients – spoilt for choice.

Working with Platform Finance with can give your company access to a range of benefits including:

• BDM team providing direct support to individual franchise owners
• Robust and reliable buying power and fast turnaround agreements with key lenders
• A range of delivery methods designed to suit your business – from full processing to direct-to-lender, we can cater for all levels of experience in the Asset Finance space.
• A team of over 100 experts ready to support your business.

A good reputation can take years to make and only seconds to break, so it pays to be vigilant. Whether you’re a credit representative or credit licence holder, we’re here to help you keep your business safe.

Compliance support for credit representatives and credit licence holders

You want to focus on running your business, which is why we’ve done the heavy lifting for you. Our Compliance Support Team gives you the freedom to focus on your customers by providing:

• Direct compliance support
• Training
• Templates
• Documentation
• Forms and internal dispute resolution procedures
• All the tools you need to comply with your BID and NCCP obligations

Everything can be adapted to suit your business, and rest assured we’re always here to answer questions and keep you up-to-date with changes in regulation and lending policies.

You can’t build a future focused business without technology, which is why our client management and application system has been custom-built for our broker community. Complete with serviceability calculators and a compliance training module and CPD register, Platform Plus allows you to:

• Direct API to funder
• Evaluate and compare funders
• Manage lead pipeline and brokerage
• Manage client records and marketing programs
• Simplify completion of BID and NCCP requirements
• Track business performance to KPIs
• Take applications that feed directly into the CRM

Best of all, you’ll also get immediate access to sophisticated reporting designed to help you assess and evaluate the ongoing performance of your business and employees.

Not a full member of Platform Finance? You can still benefit from the technology systems we have on offer – contact us to learn more.

You don’t want to waste time on professional development and training programs that don’t deliver results. That’s why our education programs are tailored to suit your needs, while making the most of your valuable time. From professional development days, to face-to-face workshops, and one-on-one coaching, we’ve got the up-to-date knowledge that’ll keep your business on track.

No business stays the same forever, which is why we’re here to help you be proactive. Whether you’d like to expand your business’s footprint or transition into retirement, our capital support solutions are here to help.

With the assistance of our ASX listed parent company COG, we’ve got all the support you need to move confidently into the future, including:

• Growing and expanding your business
• Acquiring a business partner’s equity
• Succession planning and selling your business
• Getting shareholder backing to take cash ‘off the table’

What’s more, our transparent pricing methodology means you can be confident about how we assess our prices, giving you the future focus you need.