Effortlessly manage... Everything.
- Every client detail that can be thrown at you has a place.
- Individuals, companies, and partnerships, each with their unique differences, are easily managed.
- Contacts, Directors, Guarantors, Trading Names, Financials, Cash Flow, References, Assets & Liabilities. We've got it covered.
- Data is secure with full permission control and access restriction.
- Manage and report on unlimited companies from one place.
- Tiered broker management allows sub-brokers to manage their own clients.
Finance Application Management, without the headaches.
- The entire application process is managed and performed without leaving The Finance Shop
- Specific support for asset purchase, lease, chattel (SSA), novated lease, mortgage, and more.
- Detailed application information including finance type, purpose, etc.
- Comprehensive work flow of all important activities.
- Detailed specification of asset information.
- Comprehensive calculations, repayments, and amortisation schedule support.
- Full revenue management including brokerage, commissions, fees, and invoices.
- Set budget volume targets for financiers by month.
- Track volume brokerage incentives achieved.
- Report on broker/sub-broker contributions to incentives for disbursement.
Industry Standard Reporting.
- The Finance Shop comes with dozens of standard reports, many of which are the foundation of industry best-practices and procedures.
- Flexible criteria supports significant customisation of all reports
- Reports include workflows, residuals due, insurance premium follow up, volumes by broker, financier, industry, referral and marketing analysis, charts, documents, forms, and many more.
- Manage and report on your entire Work in Progress (WIP)
The Key is Communication.
- Capture a prospect's details and supply them with a quote in minutes.
- Prospects become clients and quotes become applications quickly and effectively.
- Email quotes, applications, reports, or any important information with a click.
- Letters, labels, and entire marketing campaigns are at your fingertips.
- Fully integrated mail merge functionality allows you to cut down on typing and errors, and keep immaculate records.
- Standard business letters and templates included out-of-the-box.
- Advanced follow-up tools ensure you never miss an important task.
- SMS and email tools included at no charge.