ScotPac Partner Portal: Market leading digital toolbox to help brokers and advisors grow their business

ScotPac Partner Portal: Market leading digital toolbox to help brokers and advisors grow their business

ScotPac has launched a new Partner Portal that delivers brokers and advisors a digital toolbox to find the right solutions for their clients, faster than ever before.

Partner Portal users can quickly and easily generate quotes, submit and track applications and manage a range of approvals across their entire client base, and they can access it anywhere and at any time.

The platform, which offers lifetime free access for brokers and advisors who sign up early, is also a one-stop-shop of marketing, education, and business management tools to help generate more leads, convert prospects and grow customer relationships.

Craig Michie (pictured), ScotPac Executive, said the Partner Portal was developed in response to a clear gap in the market for a time-saving digital platform for brokers and advisors.

“Broking has become more sophisticated, competitive and reliant on digital trends in recent years, and the aim of the Partner Portal is to help brokers and advisors achieve more in less time.” Michie said.

“The Portal allows brokers and advisors to quickly navigate loan products and secure fast finance for clients. This includes our easy new instant asset finance approvals, which have contributed to a 300 per cent growth in digital applications in the past six months.”

“Those who join ScotPac’s Partner Portal will also gain free access to leading marketing and customer relationship management tools so they can communicate with new and prospective clients directly from the platform.”

“It includes a library of relevant social and email marketing content and campaigns that brokers and advisors can send under their own branding, dramatically improving the bang for their marketing bucks – it’s like having your own outsourced marketing team.” Michie said.

The key features and benefits of the ScotPac’s free Partner Portal include:

  • Instant approval for fast doc asset finance: More than 200 asset brokers and advisors have trialled this service, and the feedback has been excellent.
  • Broadest range of finance: Access to the broadest range of finance solutions of any non-bank lender in one place.
  • Simplified quotations: Get the numbers you need for your clients with our Asset Finance Quick Quote. White label the quotation process with your branding.
  • Lead conversion: Tools like ScotPac’s Working Capital Calculator and Product Selector help brokers and advisors qualify and quickly convert more leads.
  • Smart marketing tools: Generate more leads and nurture them through your sales funnel, using simple automated marketing campaigns with curated content from some of our country’s brightest marketing minds – customised with your brand.
  • Social media content: Strengthen customer relationships with a library of relevant, ready-to-send social media templates and content.
  • Team access: Individuals registered on the portal are able to submit applications and quotes on behalf of their colleagues working in the same organisation. Additionally, an administrator can send emails and set up social media posts on behalf of team members.

Sidd Bahree is a Senior Asset Finance Broker based in Doncaster, Victoria. He typically assists businesses with annual revenue up to $5 million with financing for cars, trucks and other plant and equipment.

Bahree said the Partner Portal is a great asset for brokers and advisors who want to fast-track client applications and approvals after working with them to understand their needs.

“This is the best system in the market for brokers and advisors. It’s quick and easy, and when you combine it with the fast turnaround and credit terms that Scotpac provides, it’s fantastic for me and my clients.”

Regarding the marketing support built into the Portal, Bahree said the training and customisable functions have helped him and his team provide more targeted and relevant content to clients.

“Being an asset finance specialist, it has previously been a challenge to find or create specific content for my client base. The Scotpac Partner Portal has an excellent content bank that hits the right messages for my clients. It really helps them see the value of the finance solutions we recommend.”

While some other providers charge for digital portal access, ScotPac will be providing lifetime free access to the platform for brokers and advisors who sign up early.

“We are committed to giving businesses the best chance of success.” Michie said. “This commitment extends to our valued broker partners and their businesses.”