For mortgage brokers & finance professionals
Your brokerage. Your practice.
One license.
From $200/month for 50 clients. Lead pipeline, NCCP-compliant credit-assistance drafting, an automation engine, a complaints & CPD register, a branded client portal — and Frank himself, reachable from your own AI client. Built deepest for mortgage broking; just as real for accounting and advisory practices.
Mortgage brokers. Accountants. Tax agents. Financial planners. SMSF specialists. Estate planners.
How it works
You hold the license. Your clients get Frank.
Practice tiers come with N client licenses. Each client you invite gets their own personal Finance Frank account — no per-client billing, no setup fees on their side. They sign up via your branded invite, and the practice license unlocks everything for them.
Step 1
Set up your practice
Pick a tier (Starter 50, SMB 200, Growth 750), add your branding, get a custom subdomain like frank.your-firm.com.au.
Step 2
Invite clients
Send branded invitations from your dashboard. Each accepts → gets a free personal Frank account collaborating with you.
Step 3
Run the practice
Lead pipeline and compliance automation for a brokerage; BAS workflow and engagement letters for an accounting practice. AI digests, bulk actions and workflow queues either way.
Staff get free practice-only accounts. Want a staff member to have their own personal Frank too? Toggle it on — uses one client license slot. See the practice help guide →
Built for mortgage broking
Not a CRM with a chatbot bolted on.
A lead becomes a client becomes a settled loan — Frank is in the pipeline at every stage, drafting the compliance paperwork, chasing the outstanding document, flagging the deal that's gone quiet.
Lead pipeline that knows the deal shape
Capture forms, stage tracking, round-robin assignment, and checklist suggestions computed from the actual deal — purpose, SMSF entity vs individual, party count, entity-kind guarantors — not a generic checklist every application gets.
Compliance drafting, grounded in the file
Frank drafts best-interests reasoning and a first-pass Statement of Credit Assistance from the application and the client's own meeting notes — never inventing a fact the file doesn't support. You review and approve every draft before it becomes real.
An automation engine, not a reminder list
36 starter templates across the lead-to-settlement lifecycle — dormant-lead nudges, fixed-rate retention alerts, escalation ladders when a client goes quiet, AML/CTF ID-refresh reminders — plus deal-specific checklist rules you can extend.
A complaints register that closes itself out
IDR deadline tracking so an AFCA response window never gets missed, a CSV export for your register, and Frank drafting the first-pass response from the complaint and the file — reviewed by you before it goes anywhere.
CPD tracking against your own target
Log hours, see the whole team's standing against a practice-set annual target, and get nudged before someone falls behind pace — not just a tally with no goalpost.
A client portal that does more than collect PDFs
Document upload with real-time feedback on what was received, e-signature for guarantors and trustees, and a client-facing AI that answers questions about their own application — grounded only in their file, never advice.
New — headless Frank
Run your practice from your own Claude or ChatGPT.
Connect your practice's Frank to an external AI client over MCP — read the pipeline, draft a complaint response, advance a lead, satisfy a compliance check, all from whatever assistant you already work in. Every action still runs under your own role's permissions and lands in the same audit trail as the in-app assistant.
The handoff
Less time chasing PDFs.
Most of what costs you billable hours is upstream of your expertise: chasing receipts, normalising statements from three banks, asking the same questions twice. Frank does that part. For an accounting practice, that's a structured pack your software can ingest — shown below. For a brokerage, it's a serviceability-ready client file instead.
Client share · sample
Read-only · Accountant preset
FY24-25 working papers
Income
$182,400
Deductions
$14,820
Net CGT
+$8,250
Disposals
Frank's note
Carry-forward losses of $2,400 from FY23-24 still available. WFH log shows 318 hours @ 70c. Client has flagged 2 deduction items needing your review.
Demo data. The real export ingests directly into Xero / Class / BGL.
A different thing: getting invited as a guest
Scoped to your engagement.
Separate from running your own brokerage or practice above: if one of your clients already uses Frank personally, they can invite you as a read-only collaborator on their own account instead. Each role has a sensible permission preset and a default expiry window matched to how the engagement actually works — clients can override anything.
Accountant
Tax-return prep, deduction substantiation, BAS lodgement, year-end reconciliation.
They'll see
- Income, deductions, transactions
- CGT events with parcel-level cost base
- Dividends with franking credits
- Trust distributions, BAS quarters, depreciation schedules
No auto-expiry — typically renewed at tax time
Financial planner
Long-horizon advice — retirement, super strategy, goal projections, risk profiling.
They'll see
- Net worth + asset allocation
- Income, budgets, goal progress
- Frank AI scenarios + projections
- Risk profile & insurance adequacy
Auto-expires after 180 days
Mortgage broker
Pre-approval, refinance benchmarking, serviceability calcs, document collection.
They'll see
- Income (gross + net + super)
- Liabilities + offset balances
- Asset register for serviceability
- Pre-formatted broker pack export
Auto-expires after 90 days
Financial adviser
Holistic strategy, structure recommendations, super + estate planning.
They'll see
- Full read-only dashboard
- Income, goals, super caps, tax position
- Frank AI conversations (with consent)
- Insurance adequacy, estate checklist
Auto-expires after 180 days
Practice tools
Built for the way you actually work.
Every tier includes the tools below regardless of profession — plus the mortgage-broking-specific pipeline, compliance and portal capability above.
Shared across every practice
Workflow queues
Categorised "what needs attention this week", tailored to what your practice does — CGT events, BAS due and EOFY prep for accounting; stalled applications and fixed-rate expiries for broking. One click into any client to dig in.
AI client digest
Per-client AI summary for your reading: net-worth movement, top movers, fresh Frank observations, plus follow-up prompts to raise on the next call.
Bulk actions
Multi-select clients, run a single action across all of them — regenerate observations, send a check-in, generate a client pack. Per-client succeeded/failed breakdown.
White-label custom domain
Serve Frank to your clients on your own subdomain (frank.your-firm.com.au) with your logo, colour, and an optional "powered by Frank" footer. DNS instructions in the UI.
Practice messaging
One-to-one or broadcast messages to your roster, with read receipts. Subject + body, scoped to all clients or a subset.
Document sharing (opt-in)
Clients flag specific documents as practice-visible — never automatic exposure. Canonical doc types so the right file is findable, whether it's a trust deed or a loan-application supporting document.
For accounting & advisory practices
BAS sign-off + audit trail
Send a BAS for client review, capture a signed declaration with timestamp + IP, mark as lodged after submitting via ATO Online Services. Every sign-off retained for the TPB's 5-year audit requirement.
Engagement letter on file
Attach the signed engagement letter (PDF) to each practice-client row with signed/expires dates. Frank surfaces upcoming expiries in your workflow queue so renewals don't slip.
Pricing
From $200/mo for 50 clients.
Four tiers — Starter, SMB, Growth, Enterprise. Annual saves ~17%. Tier upgrades prorate automatically.
See all tiers + pricesBy default
Everything an engagement should be.
Read-only
Professionals start view-only. Editing is opt-in per permission, never the default.
Audit logged
Every action a collaborator takes is timestamped against their identity and visible to the owner.
Auto-expiring
Short engagements (broker, planner) expire automatically. The client doesn't need to remember to revoke.
Get started
Set up your practice in under 5 minutes.
Sign up free, set up your practice (name, ABN, branding), pick a tier, start inviting clients. Cancel any time.