Your assets
Forms, surveys and calendars
The capture layer: the first structured thing a client fills in, and the appointment it leads to. Fifteen forms and eleven surveys are in the account today, and the fact-find is the one that carries the most weight.
The forms that matter most
In the order a broker meets them.
- Flagship
Fact-find
The long one. Identity, income, expenses, assets, liabilities, objectives and the BID reasoning — branching so a PAYG applicant never sees a page of self-employed questions.
- Capture
Quick enquiry
Four fields and a loan type. The one on a paid ad landing page.
- Booking
Strategy call request
What they want to achieve, by when, and what has stopped them so far.
- Retention
Rate review request
Current lender, rate and balance — the entry point to a repricing conversation.
- Workflow
Document checklist
The client ticks their own way through it, and each tick updates the file.
- Workflow
Budget and living expenses
Completed before the fact-find meeting so the meeting is about the plan.
- Growth
Referral partner application
Accountants and advisers register themselves rather than being chased.
- Growth
Refer a friend
The advocacy capture that feeds the referral pipeline.
The fact-find, end to end
Nine steps, branching on the answers, with the three money steps totalling as they are filled in. Walk it the way a client would.
DemonstrationNothing is submitted, sent or stored. Anything typed here is discarded when the page is closed.
About you
Your name, date of birth and how to reach you.
The calendars that ship
- Phone meeting, fifteen minutes — the first conversation
- Options or strategy meeting, forty-five minutes, video
- Face to face, as the alternative to the above
- Annual review, driven off the settlement date
- Partner meeting, for the referral pipeline
- A personal calendar per team member, kept off the client-facing set
What it does not do
Forms write to the client record and trigger the sequences. They do not lodge anything, and they are not a compliance record on their own.
This is the asset behind Close more settlements.
See it in your own account
Every capture on this page is the live Finance OS account, not a mock-up. A walkthrough is half an hour in it on your own workflow, and a straight answer on what is built and what is not.