Hi, thanks for signing up to use CashDeck! This article contains a bunch of useful information to help you get started with requesting statements from your clients.
Click on the player below to watch a recorded webinar, it will cover the basics for you.
If you prefer to attend a live webinar click on the button below, to view our upcoming training schedule.
Setting up your Branding
To change the default logo simply open the branding tab and upload your logo by clicking the Change logo button.
Expense Report Management
Learn how to make adjustments to your raw living expense report, just click here.
Integrating with SalesTrekker
Easy step-by-step instructions for your Salestrekker integration.
Integrating with Ezidox
Easy step-by-step instructions for your Ezidox integration.
Integrating with FileInvite
Easy step-by-step instructions for your FileInvite integration.
Billing
Your Silver Plan includes 10 completed requests per month, each request includes:
An unlimited number of banks, accounts, statements and transactions listings
A responsible lending analysis report
Can re-enable request within 5 days of completion for client to add extra accounts
Additional completed requests during your billing month, after the first 10 are used, cost $9.95 + gst.
Our Credit Ready service also includes the following features:
Branded client-facing pages
Download official bank statements
Responsible lending analysis report
2, 3, 6, 12 months of data
Price: $49 per broker/per month + gst.
Security Collateral for your Clients'
We have developed a short 1 page article that contains 5 key points about the security of your clients information. Note there is a PDF version for immediate sharing, or you can download a .docx version if you would like to adjust the fonts, layout or add your logo.