COMMUNICATE
Smarter communication.
Ambition Cloud helps you build stronger relationships with smart, automated communication. From lead follow-ups to referral updates to post-settlement check-ins. No extra effort. Just better service.
AUTOMATED COMMUNICATION
Arm your broker team with time-saving tools
No deal left behind. Automated updates, follow-ups and tracking built in.
- Create automated email sequences for every stage
- Send reminders, updates and alerts based on deal status
- Track engagement and follow-through in real time
- Make sure no opportunity slips through the cracks
Shared Progress
Win referrers with real-time transparency
Keep everyone in the loop – clients, referral partners and your internal team – all from one place.
- Send branded application updates automatically
- Share progress reports and settlement confirmations
- Enable referral partners to track their submissions
- Maintain a professional, consistent experience
“Fintelligence has the best CRM in the industry and has a full time IT company constantly developing and improving it.”
Daniel Butler
Co-Director, Finance 101
Stay Connected
Stay top of mind after settlement
Stay top of mind long after the deal is done with smart lifecycle communication tools.
- Set reminders for reviews, renewals and upgrades
- Filter by loan type, expiry or asset lifecycle
- Send personalised messages that prompt action
- Boost repeat business and drive more referrals
FREE PACK
Ready to grow? Your next move starts here.
Download the Fintelligence Partner in Growth Information Pack and get a full look at what Fintelligence offers – from platform features to training, support and what sets us apart.
