CRM Guides: Tools & CRM Features

  • Using the Servicing Tool

    Under the Tools section in your main navigation tab, you will be able to use a feature which allows you to determine client servicing. Please note that this tool should be used as a guide, bonafide servicing information can be accessed with t...

  • Year to date (YTD) calculator

    To enable you to determine your clients salary, use the year to date calculator to provide you with accurate information related to net and gross earning for the financial period. Head over to Tools, then click the Year to date calculator fea...

  • AutoGrab - Car Valuation Tool

    AutoGrab is a tool that is designed to help you value a vehicle that the client wants to purchase. This information comes in very handy when you are determining the LVR of the loan. Head over to the Tools section, and click AutoGrab. ...

  • ABN Lookup

    To avoid having to navigate to external systems, we have built an ABN look up that is directly linked to the abr.business.gov.au website which provides you with business trading information. Head over to the Tools section, and click ABN Lo...