Key Features

Relationship management

Centralise your data so you can better understand customer behaviours, optimise interaction and improve customer retention.

Electronic lodgement

Simplified user interface with quality process controls for loan processing and submission direct to lenders.

Sales tracking

Manage leads, pipeline and post-settlement activity with automated workflows and communication tools.

Compliance

Demonstrated compliance with automated data collection and verification, audit history, tools and guided workflows.

User profiles and hierarchy

Control access to data and platform features with multi-user profiles across various business functions.

Data insights

Rich data insights using real time reports and dashboards with consolidated and granular reporting levels.

Calculators

Built in calculators with integrated pricing and workflows to streamline lead qualification and servicing.

Mass email and SMS

Create targeted campaigns to improve product cross-sell, and manage marketing performance with analytics.

Request a demo

Our team will arrange a demo so you can experience the benefits of using Kubio for your business.

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