Communicate. Integrate. Automate.
findesk is the all-in-one cloud CRM and workflow platform that helps asset finance brokers quote faster, communicate clearly and automate the busywork — so you can focus on closing more deals.
Built by asset finance brokers, for asset finance brokers.
findesk was created by working asset finance brokers who were tired of stitching together half a dozen tools to run their business. Spreadsheets for quotes, inboxes for referrer chasing, separate document apps and a CRM that didn't quite fit — we lived it.
So we built the platform we wished we had. Every workflow, every calculator and every integration in findesk has been shaped by real broking experience, then refined with feedback from brokerages of every size across Australia.
The result: software that speaks your language, fits the way you work, and grows with you from sole-trader to enterprise team.
Three pillars that drive everything we build.
Communication, integration and automation — combined into a single platform that takes the friction out of broking.
Communication
Keep clients, financiers and referrers in the loop with unified messaging, smart notifications and a single source of truth for every deal.
Integration
Plug findesk into the tools you already trust — Xero, HubSpot, Microsoft 365, Mailchimp, financier APIs and more.
Automation
Replace repetitive manual work with templates, triggers and queued jobs that run quietly in the background — 24/7.
Everything you need, in one place.
A complete toolkit for modern asset finance brokers — purpose-built, deeply integrated and ready to scale with your business.
Online Client Applications
Streamline new business with mobile-friendly application forms your clients can complete anywhere, anytime.
Automated Marketing
Stay front-of-mind with automated campaigns, drip sequences and referrer nurture flows.
Document Automation
Generate quotes, proposals and finance docs from reusable templates in a single click.
Sophisticated Calculators
Run accurate quotes across multiple structures with brokerage, balloon, fees and effective rates.
Custom Reports & Analytics
Build the reports you actually need — pipeline, settlements, conversion, lead time and more.
Task Management
Assign, schedule and track tasks across your team so nothing slips between the cracks.
Kanban Pipelines
Visualise every deal across customisable pipelines and drag-and-drop stages forward to settlement.
File Storage
Securely store and organise every document, signed agreement and identity record alongside the deal.
Mobile Access
Run your business from anywhere with a fully responsive interface tuned for phones and tablets.
Data Encryption + 2FA
Bank-grade encryption of sensitive PII at rest, with two-factor authentication on every account.
Commission Management
Track upfront and trail commissions, splits and referrer payouts with full audit history.
Instant Payouts
Settle commissions and referrer payments in moments — no more end-of-month spreadsheet juggling.
Plays nicely with the tools you already use.
findesk connects to your existing stack so data flows where it needs to — no copy-paste, no double entry.
Simple, per-user pricing.
Choose the plan that fits where your brokerage is today — upgrade as you grow. Prices shown per user, per month, exclusive of GST.
Silver
1-5 Full User Licences
For smaller brokerages getting started.
ex GST
- Full & Limited Access
- Unlimited Contacts
- Unlimited Applications
- Unlimited Storage
Gold
6-10 Full User Licences
For growing teams scaling up their broking.
ex GST
- Full & Limited Access
- Unlimited Contacts
- Unlimited Applications
- Unlimited Storage
Diamond
11-20 Full User Licences
For established brokerages running at scale.
ex GST
- Full & Limited Access
- Unlimited Contacts
- Unlimited Applications
- Unlimited Storage
More than 20 users? Contact us for enterprise pricing.
Trusted by asset finance brokers.
"findesk is amazing — we now have one point where we can quote, follow up, update the status of quotes and settlements. No more confusion between our brokers stumbling around trying to work out where a deal is at. The system is a godsend."
"When I was first demo'd the system, there was no hesitation. I knew immediately I needed it. Within a few weeks findesk transformed my business. The reporting and quoting functions really add value to the management and sales side."
"A cloud based system, accessed from anywhere, on any device — reducing administration time from quoting right through to finalisation. Smart, flexible reporting tools and a communications layer that's completely automated."
findesk is purpose-built for Australian asset finance brokers — from sole traders running their first deals to enterprise aggregators managing hundreds of brokers and thousands of applications.
Yes. Every plan includes onsite or remote onboarding, data migration from your existing CRM or spreadsheets, and tailored training for your team — included at no extra cost.
Out of the box findesk integrates with HubSpot, Xero, Mailchimp, Microsoft 365, BoldSign, DocuSign, DriveOnline and Metro Finance. Custom integrations are available on the Diamond plan.
Sensitive PII is encrypted at rest using bank-grade encryption, every account supports two-factor authentication, and data is hosted on Australian infrastructure with daily backups and full audit history.
Absolutely. Request a personalised demo and our team will walk you through the platform tailored to your workflow. From there we can set you up with a trial environment using your own data.
Pricing is per user, per month, exclusive of GST, on a month-to-month basis with no lock-in contracts. Annual plans receive a discount — contact us for enterprise pricing.
Ready to transform your brokerage?
See findesk in action with a personalised demo. We'll walk you through the platform and answer every question your team has.