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.
