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Mortgage Broker Software


Built on the latest technology, SymmetryCRM includes full customer tracking, mortgage processing, executive reporting, workflow and the new e-Pass integration standard.


SymmetryCRM. Helping your business succeed.

Get the most out of Symmetry with our tailored training options

For any company, its IT solutions represent a significant investment in both time and money so the correct training is critical to gain all the advantages of this investment.

By ensuring that staff are coached and equipped to use program functions quickly and efficiently, businesses can extract maximum value from new and existing systems.

If you need to learn the basics or need help with advanced functionality, if you have new staff, if you use only parts of Symmetry, or have not received training over a period of time, our specialised training is the best way to get the most from Symmetry.

Key Features

  • National coverage
  • Qualified instructors
  • Extensive curriculum
  • On-site tuition available
  • Remote, Online access available
  • Exceptional value
  • Group or single lessons
  • Customisable content
  • State-of-the-art training centre
  • Support documents provided

Register today

email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Phone: 1300 723 613

 

Free Symmetry training for all new clients

Symmetry Overview

Symmetry Overview provides two hours of free training to all new users. Accessed remotely through an online demonstration, qualified training staff guide new users through Symmetry, explaining key functionality and addressing any questions that arise.

Symmetry Management

For those personnel who require broad knowledge of the management functions within Symmetry.

WebEx Training

Remote, online access to training is easy with WebEx sessions. All that is required is a broadband-connected PC and a phone line. WebEx training is delivered at two levels: Administration staff and Brokers. Simply select the program that suits your needs.

Onsite Training

Held at Stargate’s state-of-the-art training centre in Melbourne, or at a location of your choice across Australia, on site training offers the advantage of face-to-face tuition, complete with hard copy training support documents.

Train the trainer programs

Stargate also offer one-on-one coaching to train designated ‘key users’ within your staff. Nominating a key user is an effective change management tool when implementing new systems. At the conclusion of training, the selected person will be capable of answering frequently asked questions and act as a knowledge resource within your organisation.

Course Course Outline Audience Outline
Symmetry Overview Symmetry Interface, My Day, Leads, Serviceability, Customers Product Search, Calculators, Partners, Diary, Reporting & Online Library New Users Contact us on This e-mail address is being protected from spambots. You need JavaScript enabled to view it to arrange a time
Symmetry Management Marketing & Sales Tools, Syncronisation, Electronic Submission, Recording & Preparing Commissions. System Administration. Existing Users, Super User, Administrators Contact us on This e-mail address is being protected from spambots. You need JavaScript enabled to view it to arrange a time
* Since training requirements can vary with each client, a training course can be designed specifcially for your requirements.