F I N P I P E

Broker Tools

Working Process

Functional Features

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Included Capabilities

Our Features

Referral Pipeline Management

(Finance Management Software)

A structured system enabling partners to smoothly refer applications through various stages. This may include tracking, updates, and analytics on referral progress.

  • Structured system for partners to smoothly refer applications.
  • Tracking, updates, and analytics on referral progress.

Document Data Extraction (OCR)

(Financial Advisory Software)

everaging AI and machine learning to extract essential data from different documents, such as forms or reports, reducing manual effort and improving accuracy.

  • AI and machine learning to extract data from various documents.
  • Reduces manual effort, enhances accuracy.

Fraud Detection

(AI-powered Fraud Detection)

Utilising sophisticated algorithms to detect irregularities or suspicious activities within the platform, ensuring a secure environment for financial transactions and data.

  • Sophisticated algorithms for detecting irregularities.
  • Ensures a secure environment for financial transactions.

Application Notes

(Financial Middleware)

A feature allowing users to add both internal and external notes to applications, facilitating better communication and documentation management.

  • Addition of internal and external notes to applications.
  • Facilitates better communication and documentation management.

In-Application Chat

(FinPipe Software Solutions)

Real-time messaging functionality within the platform, enabling instant communication and collaboration among users, partners, and stakeholders involved in the financial pipeline.

  • Real-time messaging functionality within the platform.
  • Enables instant communication among users and stakeholders.

Application List Page & Status Update

(Cloud-Based Software)

A comprehensive view displaying all applications and their statuses, enabling quick updates and efficient management of the application process.

  • Comprehensive view of all applications and statuses.
  • Enables quick updates and efficient management of applications.

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Free Plan

Basic access to essential features, suitable for - personal financial management software or financial management software for small business, usually with limitations on advanced functionalities.

Cloud-Based Software

  • Basic Features With Zero Cost
  • Access to essential features
  • Basic application management
  • Internal and external application notes

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+61 1300622316

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Frequently asked questions from our social community

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Active user from the community

The Premium Plan offers unlimited referral partners and applications, enabling businesses to scale their operations without any restrictions.

Absolutely! The Premium Plan allows you to request customers to fill out application forms, providing flexibility in gathering specific information.

The in-application chat feature fosters real-time communication, eliminating the need to switch between tabs or applications. This leads to quicker response times and improved collaboration within your team.

Unlock a superior customer experience

Upgrade to our Premium Plan at $39 per month and elevate your FinPipe experience. With the Premium Plan, you unlock a range of features designed to deliver a superior customer experience.

Key Features:

  • Customisable Security Settings: Tailor security settings to align with your organisation's specific requirements.
  • Granular Access Controls: Define roles and permissions with precision, ensuring only authorised personnel have access to sensitive information.
  • Encrypted Communication: Enjoy the confidence of secure, end-to-end encrypted communication within the platform.
  • GDPR Compliance: Rest easy knowing that our platform adheres to the General Data Protection Regulation standards, prioritising user data protection.
  • Private Application Notes: Keep internal notes confidential with a private space dedicated to capturing thoughts, observations, and instructions.

With FinPipe's Premium Plan (mortgage broker tools), you not only gain access to cutting-edge features but also ensure that your financial processes adhere to the highest privacy and security standards. Take control of your financial pipeline with confidence and peace of mind.

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Premium Plan