Create your practice, brand it, and configure the basics.

How staff invites, roles, and isolation work.

Single + bulk invites, what the client sees, and revoking access.

Send a letter for client sign-off, with templates.

Send a BAS for client approval, then mark as lodged.

Capture leads, track deal stages, and let Frank draft the compliance paperwork.

Turn on starter templates or build your own trigger-condition-action rules.

Keep an AFCA-ready complaints register and track continuing professional development against your own target.

Document collection, e-signatures, and a client-facing AI that answers questions about their own file.

Run your practice's Frank from Claude, ChatGPT, or another MCP-speaking assistant.

Keep your own lender panel current, track accreditation, and share embeddable calculators.

Track upfront and trail commission per settled loan, and see what's at risk of clawback.

Six curated reports and a rankable leaderboard — real value without a BI-tool learning curve.

Track new-broker onboarding and reassign a pipeline for leave or coverage.

Build email drip sequences and enrol leads and clients into them — manually or via automation.

Signals that flag which deals need attention and why — right on the application itself.

A point-in-time stress test plus a year-by-year cash-flow projection for SMSF (LRBA) loans.