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LMG has introduced three new efficiency tools designed to enhance business oversight and streamline operations.
At Loan Market’s annual Scale-Up conference in Adelaide this week, LMG has unveiled the latest additions to LMG’s MyCRM platform: Deal Board; My Activities; and improved Workflows.
These features offer users intuitive visuals of their activities, deal statuses, and business pipelines, making it easier to manage and prioritise tasks.
The new tools consolidate business management into a single platform, eliminating the need for double entry and reducing costs associated with external programs.
This integration ensures a seamless user experience and upholds high customer service standards through built-in processes.
Deal Board, the centrepiece of the new suite, was highlighted as a key component of LMG’s tech roadmap at Scale-Up. The launch of these tools is part of LMG’s broader strategy to support Loan Market and LMG Partner brokerages in several key areas:
• Business growth
• Safety and security
• Time efficiency
• Income diversification
• Client acquisition and retention
Jason Furnell, LMG’s group executive – customer experience, said that Deal Board was developed based on direct feedback from businesses.
“Deal Board and the surrounding tools are the most anticipated productivity enhancement within MyCRM we’ve ever delivered, and it has all been driven by our businesses,” Furnell said.
Furnell said that business owners, brokers, and support staff had expressed a need for a more visual and intuitive layout that consolidates deal details and activities into a single view.
“At a glance, business owners can understand what is coming through the pipeline and what has hit a bottleneck, and whether a broker or lender needs to become involved,” Furnell said.
The new tools also simplify automation and process guidance, ensuring a consistent client experience even when handled by new staff members.
“It’s easy to see who in the team has completed what activity and exactly what is to be done next. It’s a single source of truth for every deal and client-facing activity,” Furnell said.
The launch of Deal Board at Scale-Up follows other tech innovations from LMG this year.
Recently, LMG introduced SmartData, the largest enhancement ever to the Online Fact Find. This feature pre-populates identification data, including driver’s licences, passports, and Medicare details and connects bank accounts, reducing the time customers spend on document sourcing and allowing them to focus on providing thoughtful responses.
Additionally, LMG unveiled an aggregator integration with Quickli. This integration transfers over 200 data points from MyCRM to Quickli, including income, assets, liabilities, and expenses data.
[RELATED: LMG integrates Quickli into CRM platform]
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