Allows brokers to follow a client’s progress towards achieving a savings goal for a major purchase, such as a deposit for a first home, ensuring better conversion of those leads not yet in a position to buy.
Equity triggers allow brokers to know when their client’s properties have achieved defined equity milestones, opening the way for well times discussions about further property investment.
Our up-to-date financial data allows brokers to make prompt, educated assessments of their client’s ability to borrow and to what level of debt.
Professionally formatted point to point reviews at the click of a button give brokers the opportunity to enhance their value proposition.
Our spending categorisation provides clients with insights about where their money is being spent and provides the basis for better budgeting.
Allows clients to organise all their financial data simply and quickly in a single platform, giving them a complete view of their situation without having to jump from program to program.
Instead of being a ‘moment in time’ view of a client’s financial affairs, dineiro refreshes financial data every 24 hours, so the information never loses currency.
In choosing to white label a version of the product, brokers build longer lasting brand and service recognition with their clients.
|Mortgage Broker||Financial Advisor||Property Advisor||Tax Accountant|
|24/7 Data Access|
|Employee Benefit Tool|
|Financial Pre Qualification|