Attract, Settle & Retain More Clients.
From first touch, loan application, retention and referrals, we got you covered.
Key Benefits
Personalised app experience
Increase brand retention & referrals
Increase efficiencies and increase revenue
The best a business can get
Save thousands and grow like crazy!
Take your brokerage to the next level
Take your brokerage to the next level
Plug and play or use the elements you need.
Marketing Material
A bunch of royalty free marketing material to get you started.
Website
Website templates and hosting done by us. Just forward a domain.
Digital Fact Find
Clean, high converting fact find that can be embedded or hosted by us.
Wealth App
A white labeled client facing app to keep clients engaged with your brand.
Retention
Identify at risk of churn clients, smart triggers about key clients movements.
All this from $79 Per Month.
Setup in minutes, maintain your clients for life!
Small investment, Big Returns5X
Grow your brokerage, with less effort, whilst turnings your clients into raving fans.
Website Templates
Simple and clean, lighting fast websites.
Digital Fact find
A seamless, high converting fact find and loan application.
Client Referral Feature
Put word of mouth on steroids with our inbuilt referral feature.
Loan Book Management
Identify at risk clients and service them before churn.
Automated Client Reports
Automated smart money reports sent to your client with your brand.
Income & Expenses
Gain insights into clients expenses and income.
White Label Referrals
Provide a white label solution to your referral network.
Run Instant Scenarios
Run client scenarios on the fly with live data, no more payslips!
Property Tracking
Track clients property performance and cashflow position.
Whole Wealth View
Have a complete view of your clients wealth.
Push for takeoff
Consistency matters most for your brand!
The power of an all in one
The power of an all in one
Upgrade your offering!
Call me direct if you like.
Clint 0416 338 438
Clint 0416 338 438
