LMG reshapes business workflows with productivity tool Deal Board

LMG has unveiled three new powerful efficiency tools that will deliver business owners
newfound oversight of their pipelines and activities as part of Loan Market’s annual Scale-
Up conference in Adelaide, today.

Deal Board, My Activities and improved Workflows are the latest additions to MyCRM,
LMG’s proprietary business systems platform, with easy to read visuals of their activities,
the status of deals and business pipeline.

The new suite of features provide businesses with a single platform overview of their
business pipeline so they can prioritise easily and use in-built process to uphold their
customer service standards.

And being housed within MyCRM, it removes the need for double-entry of data across
multiple project platforms and the costs associated with additional external programs.

Deal Board’s launch has headlined the company’s tech roadmap outlined at Scale-Up
today, with a raft of initiatives identified to support Loan Market and LMG Partner
brokerages:

• Grow their businesses;
  
• Keep them safe;
  
• Save them time;
  
• Diversify their incomes, and;
  
• Help them find and keep clients.

Jason Furnell, LMG’s Group Executive-Customer Experience , said the Deal Board had
been developed in direct response to business feedback.

“Deal Board and the surrounding tools are the most anticipated productivity enhancement
within MyCRM we’ve ever delivered,” said Mr Furnell. “And it has all been driven by our
businesses.

“Business owners, brokers and support staff have all wanted a more visual and intuitive
layout that connected all their deal details and activities into a single view and made it easy
to prioritise and collaborate.”

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.

“We’ve injected simpler ways to manage automation and process guidance, allowing
businesses to ensure the same, excellent experience for every client, even if handled by
new members of staff. 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.”

Deal Board’s launch at Scale-Up follows on from LMG’s other tech innovations unveiled this
year.

SmartData was launched recently, which represents the biggest ever enhancement to the
Online Fact Find. By pre-populating ID data including drivers’ licenses, passports and
Medicare and connecting bank accounts, customers are spending less time sourcing
documents and more time providing considered responses to the Fact Find.

And LMG has also unveiled an industry-first aggregator integration with Quickli.

The integration pushes more than 200 data points from MyCRM to Quickli - including
income, assets, liabilitie