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Finsure launches client portal, adds to panel

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Malavika Santhebennur 4 minute read

The aggregator has set up a client centre that links client data to the broker’s account in its CRM, and added a non-bank lender to its panel.

Finsure has launched a new client centre that operates by allowing brokers to invite clients to a personalised branded portal where clients can complete an online fact find.

The client centre links all the client data directly to the broker’s account in its CRM platform, Infynity, which general manager aggregation Simon Bednar said would speed up the application process.

The system will produce checklists, remind and allow clients to upload documents directly into the system, and allow them to chat with their broker and request new or additional finance.

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It will also provide brokers’ clients with their own account to complete an online customer information form, and show the loan details and application status. Mr Bednar said that it could provide brokers the opportunity to cross-sell other services to their clients and increase their revenue base.

He added that use of the client centre would allow brokers to be 100 per cent compliant with best interests duty (BID) regulations.

“Machine learning is used to generate document checklists specific to the customer’s needs, which when uploaded are immediately available for the broker to review. The system also redacts the Tax File Numbers to ensure compliance,” Mr Bednar said.

Finsure adds Firstmac to panel

In addition to launching the client centre, Finsure has added non-bank lender Firstmac to its lending panel.

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The lender currently manages $13 billion in mortgages and $300 million in cash investments, and “is staying ahead of the big banks by using smart technology and highly trained support staff”, Mr Bednar said.

Firstmac managing director Kim Cannon said the appointment represented an important milestone for the lender, and would drive further business growth in coming years.

“We are very pleased to receive this vote of confidence from such a highly respected broking network,” Mr Cannon said.

“We have been growing rapidly with strong support from the broking community, and we are excited by this opportunity to extend our market-leading products and service to Finsure brokers.”

Finsure – whose network consists of over 2,000 brokers – reported record monthly settlements of $2.8 billion in June 2021.

[Related: Aggregator offers in-house loan processing support]

Finsure launches client portal, adds to panel
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Malavika Santhebennur

Malavika Santhebennur

Malavika Santhebennur is the features editor on the mortgages titles at Momentum Media.

Before joining the team in 2019, Malavika held roles with Money Management and Benchmark Media. She has been writing about financial services for the past six years.

 

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