CRM Software

Spectrum is a CRM and marketing automation platform that understands how you operate.

Powered by Microsoft Dynamics, Spectrum was built by brokers for brokers.

A complete CRM and marketing automation platform, it helps you drive back office efficiency and business growth by:

  • receiving commission payments daily and enabling you to easily track all your trail payments
  • integrated access to our extensive range of lending partners through the lender gateway
  • streamlining reporting to your accountant with centralised RCTIs
  • compliance support through regular file audits
  • access to automated marketing support including newsletters, emails, and RBA interest rate updates.

Built specifically around the needs of a mortgage broker’s business, Spectrum also provides many additional benefits including:

  • a fully integrated e-lodgment lender gateway
  • a full suite of integrated compliance documents
  • an in-built automated marketing platform
  • sales, qualification and comparison tools
  • lender parameters and LMI calculations
  • real time business reporting
  • commission processing and RCTIs (stored and archived)
  • training and support

Ask us for a demo of Spectrum. We’d love to show you how it’s currently working for our lenders and brokers.