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Starter is listed as the free package because it gives brokers a low-friction front door for deal checks, useful calculators, and basic readiness context. Paid packages unlock live client capture, reusable deal records, document intelligence, lender-fit review, submission outputs, and team governance.
Starter is the listed free package for deal checks, calculators, and early readiness context. Upgrade when live workflow, client capture, document intelligence, lender-fit review, or team control becomes the job.
Run eligibility checks, calculators, and early scenario work before opening a full xPortal workflow.
Manage live files with structured intake, privacy consent, reusable deal records, and pipeline visibility.
Add document intelligence, lender comparison, servicing analysis, credit-paper outputs, and workflow automation.
Add governance, reporting, analytics, integrations, multi-team controls, and scoped support/admin access.
Prices are in AUD and exclude GST. Starter is the free package for early deal triage; paid platform access is reviewed manually before onboarding.
Broker packages now start with the free Starter package, then move into Essentials, Professional, and Enterprise as workflow depth increases. Paid writing broker seats and support/admin seats remain priced separately.
A reduced view of the capabilities that change most meaningfully as broker teams move from the free Starter package into live workflow, decision support, and governance.
| Capability | Starter Free triage | Essentials Capture | Professional Decision support | Enterprise Governance |
|---|---|---|---|---|
Eligibility checker and useful calculators Brokers can start with eligibility, borrowing capacity, servicing, BAS, WALE, and construction feasibility tools before opening a paid workflow. | ||||
Limited scenario workspace A focused starter workspace supports early deal checks and basic readiness context without opening the full broker CRM. | ||||
Digital application form and privacy consent Client-facing application capture, digital privacy consent, borrower details, finance needs, and supporting context start in one workflow. | ||||
Client data capture Guided intake for borrower, entity, security, purpose, timing, and requested funding details. | ||||
Reusable deal record and pipeline visibility One structured commercial file keeps context, source state, ownership, status, and next action together. | ||||
Document intelligence, reader, and verification Documents are classified, extracted, checked, linked to deal fields, and reviewed for source gaps before packaging. | ||||
Readiness, missing-item, and anomaly detection Missing items, inconsistent source values, stale evidence, and low-confidence files are surfaced before packaging. | ||||
Paid lender-fit signals Policy, servicing, security, purpose, and lender-appetite signals help identify likely fit, friction, and review gaps. | ||||
Lender recommendation, comparison, and servicing Lender-fit, appetite, servicing, policy, exception, and trade-off signals support a cleaner lender path. | ||||
Workflow automation and reusable outputs Repeatable review, routing, digital proposal, and credit-paper outputs reuse the verified record. | ||||
Governance, integrations, and permissions Multi-team controls, integrations, permissions, and review routing for larger firms. | ||||
Performance analytics and forecasting Intelligence across workflow performance, lender pathways, demand, geography, risk signals, and outcomes. |
Clear answers to common questions about pricing, deployment and platform structure.
Financial Edge AX is designed for brokers, advisory firms, aggregators, and commercial finance teams handling deals with layered entities, lender policy nuance, verification needs, and documentation-heavy submissions.
No. The product is intended to make complex workflows easier to operate, not force teams into technical setup or engineering-heavy implementation.
Yes. Teams can work across the same verified deal record with role-aware visibility and clearer handoffs between intake, review, submission preparation, and downstream workflow steps.
Financial Edge AX is intended for teams handling sensitive commercial finance information, with protected enquiry workflows and security-conscious product design suited to controlled review, verification, and audit-aware processes.
Published dollar pricing is for broker packages: Starter, Essentials, Professional, and Enterprise. Starter is the listed free package for eligibility checks, useful calculators, limited scenario work, and basic readiness context. Essentials starts the paid workflow layer, Professional adds document intelligence, lender-fit review, and workflow automation, and Enterprise adds governance, reporting, integrations, and analytics.
Starter is $0 for the starter workspace. Essentials is $149 + GST per writing broker seat per month. Professional is $219 + GST per writing broker seat per month. Enterprise is scoped by quote, usually from $199-$249 + GST per writing broker seat per month with a 10+ broker seat minimum.
No. Support and admin seats are priced separately because they do not own the same active deal flow. Support/admin seats are $79 + GST per month on Essentials, $109 + GST per month on Professional, and scoped from $99 + GST per month on Enterprise.
There is no minimum term for standard broker packages. Enterprise terms are scoped separately during onboarding.
Lender packages use a separate quote-scoped model across Starter, Essentials, Professional, and Enterprise. Starter lender coverage has no portal workspace fee; paid lender layers are scoped by users, product depth, workflow complexity, reporting needs, and integration requirements.
These guides explain the lender-matching, document-readiness, automation, and human-review boundaries that separate Starter from paid workflow access.
What to check before choosing commercial finance broker software, framed as a comparison checklist rather than a feature list.
A plain-language definition of commercial finance broker software, what it should do, and how it differs from a general CRM.
A plain-language guide to AI-supported lender matching, where it helps, and why it still needs broker review.
Starter is the listed free package and low-friction entry point. When a broker is ready to run live files, the access request routes them into the right paid workflow conversation.
