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The boutique mortgage aggregator has celebrated the milestone of having 100 broker shareholders.
Purple Circle Financial Services has announced that it has welcomed its 100th broker shareholder.
The aggregator, which was launched in 2016 by a group of brokers as a broker-owned aggregation company, surpassed the 100 milestone earlier this month.
Since its inception, Purple Circle has sought to “redefine what it means to be an aggregator” by building a tight-knit community of quality brokers who are literally invested in the success of the business.
The group announced the milestone as it also surpassed $6.5 billion in total loan settlements.
“Reaching $6.5 billion in settlements is a testament to the quality of our broker network, the strength of our support systems, and the collaborative culture we’ve built,” said executive director Greg Pennells.
“But it’s the 100-broker-shareholders milestone that makes us most proud. It shows that brokers believe in our vision enough to become owners in the business they help shape every day.”
Last month, the group became the latest to access Salestrekker’s new integrated lending, origination and customer relationship management (CRM) platform Salestrekker 2.0.
Powered by Salestrekker 2.0 (which has been in development for over two and a half years), the new platform includes customised client portals, policy search tools, and in-built property reports and calculators and utilises open banking, digital compliance, and integrations into lender and fintech systems.
You can find out more about the origins of Purple Circle in the Mortgage & Finance Leader podcast with Greg Pennells, here:
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