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FinEase Advocate Portal

Free plan APIWeb

Visit FinEase Advocate Portal Alternatives Pricing

FinEase Advocate Portal's own site

Plans

PlanBilled and limitsPrice
InvitedFree · Case management · client profiles · 1 GB document storage · communications log · single-lender accessFree
Solo$59/mo · Unlimited lender access · lender directory · email submission · AFCA tools · reporting and analytics · 10 GB storage$59 a month
PracticeCustom; contact for pricing · Multi-user access · bulk operations · API access · custom branding · priority support · 100 GB storageOn request

As financialease.com.au lists them, read 15 Oct 2026. The maker's own page has the final word.

Facts from FinEase Advocate Portal's own pages

Activity history
Actions are attributed and retained in a seven-year exportable activity history. · financialease.com.au, 15 Oct 2026
API
A REST API with case CRUD operations, webhooks and documentation is offered on Professional and Enterprise plans. · financialease.com.au, 15 Oct 2026
Assessment tools
Declared income and expenses can be compared with statements and HEM benchmarks, with risk flags and prompts. · financialease.com.au, 15 Oct 2026
Bank statement analysis
CSV statements are auto-categorised across 220-plus merchants and eight major Australian bank formats. · financialease.com.au, 15 Oct 2026
Case dashboard
The unified dashboard shows client cases across lenders in one view. · financialease.com.au, 7 Oct 2026
Case files
Case histories can contain communications, documents, decisions and notes in a searchable location. · financialease.com.au, 15 Oct 2026
Case workflow
The wider FinEase platform handles intake, assessment, decisions and follow-up in a structured workflow. · financialease.com.au, 15 Oct 2026
Communications
Advocates can send and receive correspondence through the platform, where messages are timestamped and stored. · financialease.com.au, 7 Oct 2026
Company legal name
The Australian registry lists the entity as FINANCIAL EASE PTY LTD. · abr.business.gov.au, 15 Oct 2026
Company location
The registry gives the main business location as Queensland postcode 4226. · abr.business.gov.au, 15 Oct 2026
Company status
The registry records the company as an active Australian private company from 20 June 2025. · abr.business.gov.au, 15 Oct 2026
Deadline alerts
Response deadlines are shown for each case and alerts are provided as they approach. · financialease.com.au, 15 Oct 2026
Discounts
The vendor offers special pricing for registered NFPs and community organisations, with eligibility discussed by contacting the vendor. · financialease.com.au, 7 Oct 2026
Eligibility
Users register their practice and verify their credentials as a financial counsellor or consumer advocate before full access is granted. · financialease.com.au, 7 Oct 2026
Encryption
Traffic and stored data are encrypted, and backups use AES-256 encryption. · financialease.com.au, 15 Oct 2026
GST registration
The registry records GST registration from 20 June 2025. · abr.business.gov.au, 15 Oct 2026
Headquarters
Brisbane, Queensland, Australia · financialease.com.au, 28 Sept 2026
Hosting
Customer data is hosted in Sydney, Australia, with Australian data residency stated. · financialease.com.au, 15 Oct 2026
Integrations
Published integrations are FinEase lender connectivity and API-based connections; no SDK is identified. · financialease.com.au, 15 Oct 2026
Lender access
Advocates can connect with FinEase lenders and submit hardship applications for clients through the platform. · financialease.com.au, 7 Oct 2026
Lender communication
Messages can be sent and received in the platform with timestamped storage for AFCA matters. · financialease.com.au, 15 Oct 2026
Letter generation
Configurable templates generate acknowledgement, assessment, decision and notice letters as PDFs. · financialease.com.au, 15 Oct 2026
Licence
The terms reserve intellectual-property rights in the service to FinEase or its licensors, indicating proprietary software rather than open source. · financialease.com.au, 15 Oct 2026
Limit: compliance
FinEase states that software alone does not make an organisation compliant and that responsibility remains with the customer and advisers. · financialease.com.au, 15 Oct 2026

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