Choose the plan that matches your current operating maturity, then move directly into the broker access workflow with the relevant tier preselected.
Financial Edge is designed for brokers and professional advisers handling complex client transactions. Choose a plan based on your workflow, team size and client volume.
Digital essentials for capturing deals, managing your pipeline and keeping work moving.
Access requests are reviewed manually before onboarding.
Adds AI, automation and verification tools to help your team move faster.
Access requests are reviewed manually before onboarding.
Unlock the full intelligence layer with lender engine, reporting and advanced analytics.
Access requests are reviewed manually before onboarding.
A detailed breakdown of platform capabilities across each pricing tier.
Digital essentials for capturing deals and keeping your pipeline moving.
Adds AI, automation and verification tools to help your team move faster.
Unlocks the full intelligence layer with lender engine, reporting and advanced analytics.
Clear answers to common questions about pricing, deployment and platform structure.
Financial Edge is designed for brokers, advisory firms, and commercial finance teams handling deals with layered entities, lender policy nuance, 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 workflow with role-aware visibility and clearer handoffs between intake, review, and submission preparation.
Financial Edge is intended for teams handling sensitive commercial finance information, with protected enquiry workflows and security-conscious product design suited to controlled review processes.
No, there is no minimum term and no lock in contract.
If you already know the plan that fits your workflow, continue into broker access. If you need to see more of the product first, move into the platform overview.
