Broker Platform

Broker Platform Introduction

Explore the modules and features of Credit Objects – Broker Platform, a comprehensive tool designed to elevate productivity and efficiency within the brokerage sector. Its advanced core components and unique integration capabilities address practical challenges, offering robust data management, cutting-edge analytics, and user-friendly experiences. Credit Objects – Broker Platform is tailored to meet varied requirements with precision and adaptability. The latest Generative AI advancements in Credit Objects – Broker Platform set it apart within the brokerage software landscape. Credit Objects AI Assistant leverages sophisticated artificial intelligence to optimize the comprehensive brokerage process, enhancing efficiency and outcomes.

Module Description

The Broker Platform is an advanced system that leverages generative AI to enhance the recording, management, retrieval, presentation, and analysis of data. This integration of GenAI enables more intelligent data handling and automated insights, making processes faster and more efficient. The platform’s ability to connect with various third-party services further elevates its versatility, providing brokers with a unique tool that optimizes workflow and decision-making. This combination of comprehensive features and AI-driven innovation sets the Broker Platform apart as a cutting-edge solution.

Client Portal

Client Portal – A Dashboard of Loan Application for Your Clients

Client Portal is specifically designed for Customers to complete digital privacy, submit bank statement and supporting documents to submit their loan application. Customers can also track their progress via Activity Log and can contact the assigned broker in case of any assistance required in completion of their loan application. Client Portal is easily accessible over smartphones and has a very user-friendly interface. It allows customers to complete all the requirements and submit their loan application at their convenience.

Integrations

Credit Objects Pty Ltb is keen to save time for each role operating in the Asset Finance Industry integrating various 3rd party services that need to be executed as a part of mandatory practice for Loan Application processing. A wide range of independent services need to be executed to provide relevant data, Credit Objects has all those services available only a click away

Credit Objects Broker Platform APIs

Credit Objects Broker Platform is an innovative event-driven application designed to seamlessly integrate with your existing systems. Security is paramount, and all our APIs are secured and OAuth 2.0 compatible, ensuring robust authorization and protection for your data. With Credit Objects, outside applications can effortlessly capture events and define webhooks tailored to specific triggers. When an event is activated, our robust webhook system ensures that the corresponding webhook is called instantly, enabling real-time data transfer and interaction. Credit Objects boasts a comprehensive suite of outbound APIs, allowing external access to its powerful features. Our platform supports REST APIs and handles inbound and outbound payloads in JSON format, ensuring smooth and efficient data exchange. Experience the future of borker technology with Credit Objects- where integration and automation meet.

Why Choose Broker Platform Introduction

Reduced Operational Cost

Credit Objects mini applications make it is easier for the customers to readily provide information without much interaction with the brokers. Saving time and money for the company.

Increase Customer

Customers can feed in data directly into Credit Objects via various automated forms. The Built-in Email Management System linked with Customer Database helps in Re-targeting and marketing.

Data Security & Reports

Data security checks are in place at various stages. Anti-fraud checks and secure links in data gathering add another security layer. Credit Objects is packed with customizable reports and informative dashboards.

AI Assistant

Credit Objects AI Assistant uses advanced artificial intelligence to enhance various aspects of the lending process including but not limiting to Guiding client through data entry, automatic analysis of loan application, auto verification of settlement condition and many mare.