What do finance brokers think about The Finance Shop?
It's fine for us to tell you about our software, but you want to know what other brokers think. The long term growth and success of our clients is our ultimate goal. Here is just some of the feedback we've had from brokers around Australia.
Corporate Finance (Aust) Pty Ltd
"The Finance Shop is the only program that I am aware of that successfully assists Commercial Asset Finance Brokers and Mortgage Brokers maintain and update their client base easily and regularly. Our company, Corporate Finance, was involved in the construction of the initial program and worked alongside Insula’s "developers to ensure that the end product provides a fluid and successful product for the asset finance broking industry. Over the years as situations change, Insula have been proactive in resolving these issues professionally and competently. The system not only provides detailed applications, reports and marketing letters, it also has the inherent ability to lodge applications electronically directly to financiers computer systems so there is no need to double handle the application. I recommend the system wholeheartedly."
Laurentide Financial Services Pty Ltd
“Laurentide Financial Services Pty Ltd has exclusively used The Finance Shop (TFS) software and services provided by Insula Group since 2005. We have found that the software professionally supports requirements of our industry to a high standard. It provides “press button” smart solutions for all reporting needs and ensures that records kept with regards to client history, supporting notes and accuracy in reporting is of a high quality which is imperative for being able to submit accurate and informative submissions to prospective lenders. Insula support is readily and efficiently available; with the support team proactive in actioning any problems or supporting suggested developments which may benefit the industry in general. We would have no hesitation in recommending TFS to our industry.”
Linx finance australia pty ltd
“Linx Finance has been using The Finance Shop (TFS) since 2006. We have found TFS to be an excellent tool to provide uniformity with the applications we prepare from our different office locations. We have invested in specific reporting for our business and have found the support team to be very professional in working with these changes. The use of TFS has provided our operational staff with a streamline approach to the credit process, while our documentation team the benefit of being able to generate documents quickly and accurately. Salesmen also benefit with more structured marketing of clients through the CRM capabilities of the system. Linx Finance would like to see TFS being used universally through the finance industry. We would be happy to discuss this further with you.”
Stiles & Sheffield Equipment Finance (Member of Money Resources)
“TFS software is easy to operate and provides a quick process for new applications. The various reporting programs are helpful in tracking your flow of business and income. We have been using TFS for 8 years and it has been of great benefit to our business. Any ongoing support that we have needed over the years has been done without delay.”
Platinum Direct Finance
“I purchased TFS 6 years ago when I first started up my equipment finance broking business. After some extensive research I found TFS to be the most cost effective CRM and contract management system for the equipment finance industry. It is simple to use, and allows me to manage my clients and their contract information easily. In addition to the product itself, the support provided by TFS staff is timely and has been very helpful in getting the most out of TFS. I have recommended TFS to other colleagues in my industry and will continue to do so.”
Zenith Finance
“As soon as TFS was demonstrated to me, I knew this was the software package we needed for our business. I couldn’t believe that it existed and was very excited to implement it, I knew I could even save on staff by having it. It has been a great addition to our business and has met our expectations in general. Support has been good, and generally when asked they have been able to supply us with what we have needed. I have however found that at times on certain requests we do have to chase support if they can’t answer the query on the spot. I am hoping that the system will become web based at some stage soon, as this would really help. Overall I am very happy with the system.”
