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Financial Edge
Financial Edge
Commercial Finance Intelligence
Enterprise integrations

Add a free finance quote inside your existing client journey.

Financial Edge is for construction consultants, property advisers, real estate agents, and other third-party companies whose clients eventually need funding. We can connect by API, return an instant indicative finance quote or eligibility result, and only bring the client into Financial Edge when they choose to proceed.

Free instant quoteEligibility checkerAPI proceed handoff
Embedded finance check
Partner product preview
Quote checks included
Result status
Review ready
PassReviewFail
Context
Received
Eligibility
Checked
Handoff
Ready
01
Partner context
Property, project, client, or asset data
02
Instant answer
Indicative quote or eligibility signal
03
Client proceeds
Consent, prefill, and signed transfer
Next action
Open Financial Edge workflow
Proceed
Who it is for

Non-finance companiesthat meet clients beforefunding is arranged

The strongest enterprise fit is a partner that already helps the client make a commercial property, project, asset, purchase, or business decision. Financial Edge adds the finance check and handoff at the exact moment funding becomes relevant.

Construction consultants

Add finance readiness to project advice

For construction advisory, feasibility, planning, quantity surveying, cost, and project-consulting teams whose clients eventually need funding after the project path becomes clear.

Real estate agents

Check deal viability before the client loses momentum

For agents, agency groups, buyer advocates, vendor advisers, and property teams that want a simple eligibility checker before sending a client into a finance conversation.

Property platforms

Turn property context into an immediate finance answer

For property-data, valuation, due-diligence, planning, development, listing, inspection, and location-intelligence products that already know enough context to ask the first finance question.

Other third-party channels

Offer finance as an onward path without building it yourself

For business-sale, franchise, equipment, fleet, procurement, accounting, and SME marketplaces where a client decision often creates a funding need.

Enterprise client value

Keep the customer journey simple while Financial Edge handles the finance work

This is the enterprise handoff: your product shows the instant quote or eligibility check, then Financial Edge manages the finance-specific application, document request, review workflow, and progress updates after the customer proceeds.

Construction project finance check showing project inputs and a credit position panel.
Embedded check

Finance readiness appears inside the partner journey

The partner can show a useful finance prompt at the moment the customer is reviewing a project, purchase, asset, or deal scenario.

Financial Edge digital application form showing a saved finance application draft and progress steps.
Consented handoff

Proceeding clients move into the finance application

When the customer wants to continue, approved details can prefill the Financial Edge application so finance intake starts with context.

Client progress dashboard showing application completion, requested amount, next steps, and outstanding tasks.
Simple visibility

Progress is visible without exposing operations

Enterprise teams can receive practical status events while Financial Edge handles the application, document requests, and follow-up work.

How we connect

Show the result in the partner platform, then hand off to Financial Edge

The integration stays narrow: use the partner's existing context to answer the first finance question, then start the finance workflow only after the client chooses to continue.

01

Place the finance prompt

Identify where the partner already holds useful client, project, property, asset, listing, acquisition, or deal context and where the finance question naturally appears.

Trigger point
02

Return the free instant check

Financial Edge receives consented fields through API and returns an instant indicative quote or eligibility status with assumptions, missing information, and a next-step checklist.

Quote or eligibility
03

Transfer proceeding clients

If the client wants to continue, they confirm consent and follow a short-lived signed transfer into Financial Edge with approved prefill fields from the partner platform.

Consent and handoff
04

Progress the finance quote

Financial Edge captures finance-specific fields, privacy consent, supporting documents, broker review, application progression, and partner status events after the handoff.

Managed workflow
Connection layers

Add the finance option without building a finance operation

Enterprise partners do not need another internal finance dashboard. They need a focused layer that can use the context they already hold, return a useful first answer, and hand the client into a managed finance process when the client is ready.

1Layer

Quote API

A focused API call accepts consented context and quote inputs, then returns an indicative finance quote or eligibility result without forcing the partner to build finance logic.

2Layer

Eligibility checker

Real estate agents, consultants, and marketplace teams can check whether a deal is viable before asking the client to start a full finance process.

3Layer

Partner-side result

The partner can show one clear result in its own product: indicative amount or status, assumptions, missing information, and the action to proceed.

4Layer

Consent and prefill

Only approved fields move across. Client consent, source case context, and mapped prefill data are handled before the Financial Edge application opens.

5Layer

Hidden finance operations

Partner users do not need to manage the finance application, document requests, broker review, lender workflow, or internal assessment material.

6Layer

Partner reporting

Return practical milestones such as result viewed, proceed clicked, application started, documents requested, submitted, settled, declined, or withdrawn.

Enterprise use cases

Where the value shows up

Financial Edge is most useful when a third-party company already sees a high-intent commercial decision and wants to answer the next finance question without owning the finance process.

Platform scenarioFinancial Edge answer
Construction consulting or feasibility platformShow a free instant finance quote when the client is reviewing a project, cost plan, development option, or feasibility outcome, then transfer proceeding clients into Financial Edge.
Real estate agency or agent networkGive agents an eligibility checker so they can test whether a buyer, vendor, landlord, or investor scenario looks viable before the client starts a full finance application.
Property data, valuation, planning, or due-diligence softwareUse asset, postcode, property type, value, development, or planning context to return an indicative finance answer and a clear path to proceed.
Business-sale, franchise, fleet, equipment, or SME marketplaceAttach finance eligibility to acquisition enquiries, franchise setup, vehicle or equipment purchases, procurement workflows, or other high-intent commercial decisions.
Implementation tracks

Start with a narrow integration pilot

The first version should prove one path: instant result inside the partner product, consent captured before transfer, signed handoff into Financial Edge, and clear progress events back to the partner.

Use-case and trigger mapping

Confirm the partner journey, where the finance prompt belongs, which fields already exist, and what result would be useful enough for the client to act on.

API and consent pilot

Define the quote request, result response, eligibility states, consent wording, error states, missing-field prompts, and data that can safely prefill Financial Edge.

Proceed handoff and reporting

Test the signed transfer, application start, document request, broker follow-up, and partner status events before expanding the integration to more users or regions.

Enterprise FAQ

Direct answers for non-finance partners

These answers are written for companies that want to add a finance path without becoming responsible for the finance workflow themselves.

What kind of enterprise partner is this for?

It is for non-finance companies that meet the client before finance becomes the next step: construction consultants, property advisers, real estate agents, property technology platforms, business-sale marketplaces, franchise networks, equipment platforms, fleet tools, and SME workflow products.

Does the partner need to become a finance business?

No. The partner can keep its existing advisory, sales, property, project, or marketplace role. Financial Edge supplies the finance quote or eligibility layer and then manages the application workflow only when the client chooses to proceed.

Can the first quote or eligibility check be free?

Yes. The embedded first step can be a free indicative finance quote or eligibility check. It should be positioned as a viability signal, not final approval, with the full finance process starting after the client proceeds into Financial Edge.

What data is needed for the embedded result?

The preview should use only consented context needed for the indicative result, such as source case ID, client identifiers where held, asset or project context, requested amount, target LVR, quote amount, property type, postcode, or relevant operating signals. Detailed finance fields and documents can be captured inside Financial Edge after the client chooses to proceed.

What should the partner show in its own product?

The partner should show a simple result: an indicative quote or Pass / Review / Fail eligibility status, key assumptions, missing information, a document checklist, and a clear proceed action. The partner does not need to expose finance operations or internal review material.

Is the instant result a formal approval?

No. It should be presented as an indicative finance quote or eligibility check. Final outcomes remain subject to consented application details, supporting documents, broker review, lender appetite, and full assessment.

Enterprise next step

Add finance without becoming the finance team

Test an embedded quote or eligibility check, then hand proceeding clients to Financial Edge for consent, application capture, documents, and progress updates.

Quote checks includedConsented handoffManaged finance workflow