Is a retrieval service for consolidating and providing bank and financial statements for advisers to provide bank statement information efficiently.
End User | Loan writers requiring consolidated and the quick provision of client financial statements. |
Advice Process Steps | Assessment Review |
Benefits | To assist with a faster loan approval process. The improved efficiency said to generate greater client satisfaction. |
Cost per user per annum | From $200 per annum to establish and costed at $3.85 per submission through to white labelled options for upwards of $600 per annum. |
Time saving per client | 1-3 hours |
Cost saving per client | Assessed at $500-$1000 |
Integration | Yes |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | Internet |
Single sign on | Unknown |
Data storage | No client data stored. Bank level encryption. |
Privacy standards | Not disclosed |
Limits on use | One user per app download |
Disaster recovery and business continuity plans | Not disclosed |
AFSL approval | Not disclosed |