Finance OS

What is Finance OS?

Finance OS is a broker-specific operating system built on a white-labelled GoHighLevel foundation, configured for Australian mortgage brokers: funnels, automated follow-up, unified inbox and post-settlement nurture, with done-for-you setup. It replaces the marketing and client-communication layer of a broker stack — not your aggregator lodgement platform.

The facts

Vendor
Team OS (AU)
Pricing
AUD $297 flat monthly
Australian support
Yes

Pricing notes · AUD $297/month plus AUD $997 one-time setup. SMS, phone and some AI usage is metered on top of the subscription.

Where it wins, where it doesn't

Pros

  • Done-for-you setup: funnels, templates and automations installed
  • Finance-specific nurture and post-settlement journeys
  • No lock-in contract; onboarding fee refundable before work starts

Cons

  • Built on GoHighLevel — platform limits apply
  • Usage-based SMS, phone and AI charges on top of the subscription

Who Finance OS is not for

Brokers who want lodgement, serviceability or aggregator compliance tooling — Finance OS deliberately does not touch that layer.

Finance OS alternativesAll Marketing Automation for Brokers