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FinEase Advocate Portal
Brisbane, Queensland, Australia
What it is
FinEase Advocate Portal gives financial counsellors and consumer advocates a shared workspace for managing clients’ hardship cases across lenders. Its dashboard brings cases together, while lender connections let advocates submit hardship applications for clients. Each case shows response deadlines, with alerts as they near. Case files hold communications, documents, decisions and notes in a secure, searchable location; messages sent through the portal are timestamped and stored. Reporting covers case outcomes, response times and lender performance. Users must register their practice and verify their financial counsellor or consumer advocate credentials before receiving full access. The service is described as Australian-hosted. The free Invited plan costs nothing and includes one lender and 1 GB of storage. Solo is $59 a month, with unlimited lender access, 10 GB, AFCA tools, reporting and analytics. Registered NFPs and community organisations can contact the vendor about special pricing.
For and against
For
- Dashboard shows client cases across lenders.
- Deadline alerts flag approaching response dates.
- Case files are searchable and store key records.
- Reports cover outcomes, response times and lender performance.
- Invited plan is free with 1 GB storage.
Against
- Full access requires practice registration and credential verification.
- Invited plan is limited to one lender.
The verdict
FinEase Advocate Portal brings case records, lender applications, deadlines and reporting into one workspace. Its free tier is limited to one lender, and full access requires verified professional credentials.
Who it suits
It suits financial counsellors and consumer advocates who manage hardship cases across lenders. Practices needing shared users or API access can consider Practice, while eligibility requires credential verification.
Plans and prices
Invited
Case management · client profiles · 1 GB document storage · communications log
Read 15 Oct 2026 · financialease.com.au
Solo
Unlimited lender access · lender directory · email submission · AFCA tools
Read 15 Oct 2026 · financialease.com.au
Practice
Multi-user access · bulk operations · API access · custom branding
Read 15 Oct 2026 · financialease.com.au
On the record
- Activity history
- Actions are attributed and retained in a seven-year exportable activity history.financialease.com.au · read 15 Oct 2026
- API
- A REST API with case CRUD operations, webhooks and documentation is offered on Professional and Enterprise plans.financialease.com.au · read 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 · read 15 Oct 2026
- Bank statement analysis
- CSV statements are auto-categorised across 220-plus merchants and eight major Australian bank formats.financialease.com.au · read 15 Oct 2026
- Case dashboard
- The unified dashboard shows client cases across lenders in one view.financialease.com.au · read 7 Oct 2026
- Case files
- Case histories can contain communications, documents, decisions and notes in a searchable location.financialease.com.au · read 15 Oct 2026
- Case workflow
- The wider FinEase platform handles intake, assessment, decisions and follow-up in a structured workflow.financialease.com.au · read 15 Oct 2026
- Communications
- Advocates can send and receive correspondence through the platform, where messages are timestamped and stored.financialease.com.au · read 7 Oct 2026
- Company legal name
- The Australian registry lists the entity as FINANCIAL EASE PTY LTD.abr.business.gov.au · read 15 Oct 2026
- Company location
- The registry gives the main business location as Queensland postcode 4226.abr.business.gov.au · read 15 Oct 2026
- Company status
- The registry records the company as an active Australian private company from 20 June 2025.abr.business.gov.au · read 15 Oct 2026
- Deadline alerts
- Response deadlines are shown for each case and alerts are provided as they approach.financialease.com.au · read 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 · read 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 · read 7 Oct 2026
- Encryption
- Traffic and stored data are encrypted, and backups use AES-256 encryption.financialease.com.au · read 15 Oct 2026
- GST registration
- The registry records GST registration from 20 June 2025.abr.business.gov.au · read 15 Oct 2026
- Hosting
- Customer data is hosted in Sydney, Australia, with Australian data residency stated.financialease.com.au · read 15 Oct 2026
- Integrations
- Published integrations are FinEase lender connectivity and API-based connections; no SDK is identified.financialease.com.au · read 15 Oct 2026
