Powered by MOMENTUM MEDIA
the adviser logo
Aggregator

CPDone partners with major aggregator

by James Mitchell8 minute read
The Adviser

CPDone has secured a major mortgage aggregator as a client on its CPD and compliance platform.

Connective has become the latest group to adopt the technology provider’s platform following recent agreements with the FBAA, NAB, LJ Hooker and Liberty.

"We were very proud of securing Connective as a client on the platform,” CPDone co-founder and managing director Paul Eldridge said.

"The guys at Connective really get technology – it's been a key plank in their strategy to leverage technology to provide innovative solutions to benefit their members.

==
==

"So having them adopt our platform is a great vote for what we are providing,” he said.

The company is also working closely with a few of the majors and key stakeholders on industry-wide challenges such as streamlining and automating lender accreditations and re-accreditations.

"Our system can seamlessly connect to aggregator and lender systems which means that a broker can complete a lender accreditation course on our platform and the status of that completion can be given back to the aggregator and lender enabling automated workflow to continue the rest of the process,” Mr Eldridge said.

“It's something that I think everyone wants, a faster, less manual process where the broker has to repeatedly provide the same compliance documents and information to each lender on the aggregators panel."

[Related: Liberty rolls out latest CPDone software]

default

James Mitchell

AUTHOR

James Mitchell has over eight years’ experience as a financial reporter and is the editor of Wealth and Wellness at Momentum Media.

He has a sound pedigree to cover the business of mortgages and the converging financial services sector having reported for leading finance titles InvestorDaily, InvestorWeekly, Accountants Daily, ifa, Mortgage Business, Residential Property Manager, Real Estate Business, SMSF Adviser, Smart Property Investment, and The Adviser.

He has also been published in The Daily Telegraph and contributed online to FST Media and Mergermarket, part of the Financial Times Group.

James holds a BA (Hons) in English Literature and an MA in Journalism.

 

magazine
Read the latest issue of The Adviser magazine!
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
Read more