Lendi Group streamlines national marketing compliance with Plexus

Lendi Group, one of Australia's largest home loan retailers, relies on high-impact marketing to support growth and engage its customers and broker network. With over 1,000 brokers nationwide and two major brands, Aussie and Lendi, the Group runs a constant stream of large-scale, local, and stakeholder-focused campaigns. These initiatives often include competitions and giveaways, each bringing complex legal and regulatory requirements that vary state by state across Australia.

Justine Duffy, Group Manager of Brand and Campaigns, recalls the challenges:

“For the Lendi Group, marketing activities could be anything from a major above-the-line brand campaign on TV or radio, right through down to social and local area marketing. Within the large-scale campaigns, we often run trade promotions which could be competitions or giveaways.”

Before Plexus: legal backlogs and compliance uncertainty

With increasing campaign volumes, the task of keeping every promotion compliant rested heavily on Lendi Group’s legal team. Juggling national and broker-led local campaigns, the manual creation of competition terms and conditions demanded constant back-and-forth with Legal or Risk and Compliance teams. “Terms and conditions can be very tricky, very murky waters to navigate,” Justine shared. The legal process risked becoming a bottleneck, especially given each jurisdiction’s unique rules and the tight campaign turnaround times demanded by the business.

After Plexus: automated, integrated compliance at scale

Lendi Group first engaged Plexus’ Promotion Wizard prior to its merger with Lendi in 2016, building it into the marketing campaign creation workflow for both brands. Justine describes her first use:

“It was the first time that I’ve used Promotion Wizard within an organisation. Previously, with a trade promotion, I would be going back and forth with Legal or a Risk and Compliance team.”

Promotion Wizard now generates legally compliant terms and conditions for every campaign in minutes, based on user input. Plexus’ in-house promotional law experts review every set before release, providing a safety net that’s both rapid and reliable.

“The ability to create terms and conditions and promotions through the app without having to consult our Legal and Compliance team is just amazing for us, because they’re already such a busy team,” Justine said. “Legal is probably one of the busiest teams within our organisation, so having the trust and knowledge from the team at Plexus is really crucial for us to get campaigns live in time.”

When larger campaigns end, Plexus handles winner draws and fulfilment in line with the T&Cs, allowing the marketing team to focus on campaign outcomes instead of compliance checkpoints. “On a large promotion, we’ll also work with Plexus when the competition concludes. The winner will be drawn as per stated in the T&Cs and the Plexus team will contact the winner for us and do the fulfilment process. They also keep us in the loop so we can publish the winners on our website and promote them in any other capacity including in advertising material,” Justine explained.

Plexus’ wider support is valued across Lendi’s growing team: “I know other members of the Marketing team at the Lendi Group who have recently been added to the platform as well, and their feedback to me has been that it’s very easy to use. They’re probably one of our platforms and legal compliance suppliers that provide us with the most support. I couldn’t recommend them enough.”

Key outcomes

• Time Savings: Promotion Wizard saves the team at least 48 hours per campaign by automating T&Cs and bypassing legal back-and-forth.

• Compliance at Scale: 100% of national campaigns with competition elements now go through Plexus, ensuring legal certainty.

• Faster Turnarounds: Campaigns run smoothly, even when permit applications can take up to four weeks, with no issues reported missing permits or causing delays.

• Broker Enablement: Over 1,000 brokers can now run compliant local promotions, scaling high-frequency marketing across Australia.

• User Satisfaction: Marketing and compliance staff rate Promotion Wizard as “very easy to use” and consider Plexus the most supportive supplier they work with.

• Risk Reduction: Professional review by specialist promotion lawyers ensures all provisions meet state-by-state regulatory demands.

Lasting impact

Lendi Group now launches local and national campaigns with confidence and speed, safe in the knowledge their promotions are fully compliant. “Working with the Plexus team is always really seamless, we’ve never had any issues whatsoever. If I was working in the same capacity elsewhere, I would 100% use the platform,” Justine said. “Partnering with Plexus has meant that the Lendi Group can feel confident they can go ahead with marketing promotions knowing they’ve covered all bases.”