
easy Brokerage
Are you an AR, CAR or Mortgage Broker in the Financial Planning or Mortgage Industry? Do you want to run a better business, Get on top of Fee for Service, segment your clients, track and pay referrals, track and report by adviser recover lost re occurring revenue?
easy Brokerage will deliver unbelievable value to your business today.
easy Brokerage will deliver unbelievable value to your business today.
easy Dealer
Are you a licensee or Mortgage Aggregator that needs to manage revenue and pay advisers and brokers? From simple dealer splits to payment arrangements that are as complicated as you can make them, easy Dealer will deliver unbelievable value and strip thousands of costs out of your revenue management processes.
easy Payment
Are you an adviser, licensee, Mortgage Broker or Aggregator that needs to be able to invoice clients. Give your clients payment options such as credit card, direct debit or Bpay? Do you want to be better prepared for Fee For Service?
Being able to do this and meet the legal requirements of ASIC in not an easy proposition, except for easy Payments.
Being able to do this and meet the legal requirements of ASIC in not an easy proposition, except for easy Payments.
EB AFSL
Are you a licensee that does not need to pay advisers or referrers? You have your license so that you can give advise the way you believe advise should be given. You may still employ advisers but you don’t need to apply licensee splits, licensee fees and provide an RCTI to the adviser.
EBAFSL comes with all the value of easy Brokerage but with the ability to import the revenue statements from the product providers.
EBAFSL comes with all the value of easy Brokerage but with the ability to import the revenue statements from the product providers.