Bank offers
Traceable.
Star category
Home and mortgage: for insurance and financial advisors
In mortgage and financing advice, documents, bank offers and deadlines are managed together. A reminder opens for the end of a fixed-rate period.
- English and the community languages your customers speak
- AUD, GST and local levies
- Data protection under revPrivacy Act
Tracking documents and dates in mortgages
Documents requested from the client are listed and missing ones reminded; offers from several banks are compared side by side. Before a fixed-rate period ends, the date for a renewal talk is reminded.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Australian specifics
Financing terms and advice criteria vary by bank and regulation; assessment belongs to the advisor.
Frequently asked questions
How do I enter bank offers?
Entered manually or uploaded as a document; the main terms show in the comparison table.
Related topics
Document management
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable.
Learn moreOffer comparison
Offers from different insurers are compared side by side by cover, premium and terms.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn more