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Following a successful 10-week pilot, PLAN Australia has announced the full roll-out of a new digital platform to its network of 1,650 brokers.
The new digital platform, Rundl, will mirror PLAN Australia’s existing Podium software processes and aims to enable brokers to better connect and collaborate with customers and service providers throughout the home loan process.
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The platform will allow brokers to invite customers and business partners to join a transaction in a secure, digital space, whilst also providing clients with ongoing support and step-by-step transparency around the process.
Rundl will also allow brokers to upload and share documents via a mobile device and communicate in real time via instant messaging.
Phil Quin-Conroy, CEO of PLAN Australia, commented that the roll-out of the platform reflects PLAN Australia’s ongoing focus on innovation and driving brokers’ growth.
“We are committed to leveraging technology to support brokers to improve efficiencies and complement their value proposition,” Mr Quin-Conroy said.
Rundl founder Graeme Perkins elaborated on the evolution of the technology: “Rundl’s method of collaborative workflow has been developed for multiple professional services firms across multiple industries.”
“The software reduces emails and keeps both the customer and the likes of associated professionals such as lawyers and conveyancers in the loop,” Mr Perkins said.
The platform, which was introduced to PLAN Australia brokers at the aggregator’s Technology Forum late last year, received the Award for Innovation at the CeBIT Business Technology Awards in March 2016.
[Related: Brokers the channel of choice for Branson's mortgage play]
