Your assets

Funnels and landing pages

Ten funnels and landing pages, built and connected before handover. These are the ones in the account — read off the builder, not a wishlist — and each is configured for a job an Australian broker actually has.

The funnel builder in Finance OS, showing the ten-step funnel library
In the product · The funnel library as it ships. Every step is editable; none of it starts blank.

The ten that ship

Each one exists in the account today. The broker use beside it is what we configure it for — the funnel is general, the wiring is not.

  • 01

    Lead magnet / newsletter

    A borrower guide or rate update in exchange for an email. The top of everything else.

  • 02

    Registration opt-in

    Webinar and seminar sign-up, with the reminder sequence already attached.

  • 03

    Training opt-in

    Gated video or masterclass — first-home buyer, investment structuring, refinancing.

  • 04

    Short sales page

    One offer, one action. The page a paid ad should land on.

  • 05

    Sales page

    The full case for a service, with the fact-find as its call to action.

  • 06

    Long sales page

    For a considered decision — commercial, SMSF, development finance.

  • 07

    Course and community

    A borrower education track, gated and drip-fed.

  • 08

    1-page personal brand

    The broker, not the brokerage. What a referral partner sends someone to.

  • 09

    1-page business website

    A complete site in one page for a solo broker who does not want one.

  • 10

    Challenge funnel

    A multi-day sequence — a deposit challenge, a rate-review week.

The link-in-bio builder in Finance OS
In the product · The link-in-bio page. Paired with a QR code, the same asset works on a business card, a shopfront window or an event badge.

What is wired behind every one

A page that captures and does nothing with it is a form. These are connected before handover.

  • The form writes to the client record, not to an inbox
  • A QR code per page, so a printed card lands on the same asset
  • Split testing on the pages where it is worth running
  • The follow-up sequence attached and switched on, not left as a draft
  • A booking step that puts the appointment straight into your calendar
  • Mobile layouts built at the same time as desktop, not afterwards

What it does not do

The pages are built during onboarding on your brand. They are not a self-serve template library you assemble yourself.

This is the asset behind Get more leads.

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.