Manage hardship cases for your clients, across every lender
Purpose-built case management for financial counsellors and consumer advocates. Track cases across multiple lenders, keep hardship deadlines in view, and advocate from one shared workspace.
Features
Everything a financial counsellor needs
Built with financial counsellors and consumer advocates in mind. Manage your clients’ hardship cases with the same tools lenders use — from the other side of the table.
Unified case dashboard
See all client cases across every lender in one view. No more juggling emails, spreadsheets, or separate lender portals.
Multi-lender access
Connect with any FinEase lender and submit hardship applications on behalf of your clients directly through the platform.
Hardship deadline visibility
See response deadlines for every case and get alerts as they approach, so you can follow up proactively.
Client case files
Maintain complete case histories — communications, documents, decisions and notes — in one secure, searchable location.
Outcome reporting
Report on case outcomes, response times and lender performance to support your advocacy and service improvement.
Direct lender communication
Send and receive correspondence through the platform. Every message is timestamped and stored, ready for AFCA matters if needed.
How it works
Up and running in minutes
Start managing client cases right away. No complex setup, no IT involvement.
Register your practice
Sign up and verify your credentials as a financial counsellor or consumer advocate. We'll confirm your details before granting full access.
Add clients and create cases
Add your clients to your practice dashboard and create hardship cases for each lender. Link each case directly to the relevant FinEase lender.
Track progress and advocate
Keep hardship deadlines in view, get alerts for overdue responses, and use built-in communication tools to advocate effectively for your clients.
Pricing
Fair pricing for advocates
Start free. Scale as your practice grows. Practice plan pricing is custom based on your team and requirements.
Invited
For advocates invited by a FinEase lender.
- Case management
- Client profiles
- Document storage (1 GB)
- Communications log
- Single lender access
Solo
For individual advocates who need full access across lenders.
- Everything in Invited
- Unlimited lender access
- Lender directory
- Email submission
- AFCA tools
- Reporting & analytics
- Document storage (10 GB)
Practice
For financial counselling practices with multiple team members.
contact for pricing
- Everything in Solo
- Multi-user team access
- Bulk operations
- API access
- Custom branding
- Priority support
- Document storage (100 GB)
Advocate from one shared workspace
Financial counsellors across Australia use FinEase to manage client cases, keep deadlines in view, and work directly with lenders.
Free plan available · Australian-hosted · NFP discounts available