Our Radial Platform
The Radial platform was designed by and for mortgage brokers in response to the demand for an industry wide agnostic platform that could host customer, loan & commission data from multiple proprietary CRM systems.
The singular reporting functionality enabled mortgage brokers to obtain a quick consolidated view of their business momentum & generate insights for future direction.
After qualifying as a licenced real estate property manager in 1990, Sean started his financial services career in 1993 before starting his own mortgage brokerage, Freshwater Financial Services [FFS] in December 2003.
Leading up to this point Sean was voted onto the MFAA Board in 1999 & 2000 where he started to witness the evolvement of a “cottage industry” into a career driven business opportunity for many small business owners.
Following the less than successful acquisiton of a retiring broker, Sean used his real estate property management experience to establish Trail Portfolio Services [TPS], a management company with the sole purpose to manage trail books on behalf of retiring brokers. This was later extended to brokers taking a career break of a “gap” year away with family.
Scaleability was essential to maximise the opportunity so the Radial platform was designed and developed in 2017 to assist both FFS & TPS manage trail books from multiple proprietary aggregator CRM systems.
Key Features :
Our seven (7) lines of defence
Data security & services.
Real time data analytics
Aggregated & granular data sets with additional filters for custom reporting.
Web based AccessibilityConfigured user permission enabling hierarchy.
API integrationEnables the open architeture technology.
The Technology we Work With