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Outsource Financial has adopted Escientia’s ASSIST Commission Platform as its commission management and recipient-created tax invoice (RCTI) delivery system for brokers and referrers.
The system will allow brokers to access commission statements, RCTIs, and payment histories through a self-service portal, as well as view data across their settled loan books.
According to Escientia, brokers can view upfront and trail commissions, identify fixed-rate expiries, and monitor trail commission movements, while loan book data can be filtered by lender, product type, and settlement date.
Key capabilities now live across the network include:
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Compliant RCTI delivery – Automated recipient-created tax invoice generation and distribution to brokers and referrers, ensuring ATO compliance without the administrative burden.
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Real-time commission visibility – Brokers and referrers across the outsource Financial network now have on-demand access to their commission statements, removing delays and uncertainty from payment cycles.
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Multi-model flexibility – ASSIST accommodates outsource Financial’s diverse broker and referrer business models, including professional services partners such as accountants, financial planners, and legal firms.
The rollout comes as outsource Financial’s network has expanded, increasing the complexity of managing and distributing commissions across its brokers, referrers, and lender relationships.
The aggregator said the platform had also reduced the amount of time its back-office team spent responding to commission queries, reconciling payments, and preparing statements.
Andrea Tassis, chief financial officer at outsource Financial, said the change had freed up time for the aggregator to focus on supporting its brokers.
“ASSIST has taken a real weight off our back office – the time we used to spend on commission reconciliations and RCTI processing is time we’re now putting back into our people and our broker relationships,” Tassis said.
“That’s where it matters. Our brokers work hard for their clients, and they deserve a platform that works just as hard behind the scenes for them.”
Greater visibility over loan books
Alongside commission management, the platform will provide outsource Financial with consolidated data across its loan book, including settlement volumes, trail commission movements, lender mix, and broker performance trends.
Brokers will also be able to use settled loan data to identify fixed-rate expiries and potential client touchpoints while segmenting clients by lender, product type, or settlement date.
Escientia said the data was intended to give brokers a clearer view of their existing books and identify potential business development opportunities.
Escientia CEO and founder Nick Nicolaou said the company had worked with outsource Financial to roll out the platform across its network.
“From day one, the engagement with their team has been exceptional – knowledgeable, collaborative, and committed to getting the best outcome for their broker network,” he said.
The ASSIST platform currently supports more than 5,000 brokers across Australia and is used by aggregators, mortgage managers, and banks.
[Related: AFG launches commercial and SMSF white label loans]
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