BUILT AROUND YOUR DISCIPLINE
Move the lending journey forward, together.
Income evidence, deposit questions, lender criteria and a changing property search all belong to the same client journey. Ledger Black connects the CRM, meetings, fact-find, lending tools and documents so your team can build the case and manage the next requirement from a shared view. AI assistance helps retrieve the detail and prepare the work around the advice.
Talk about your practice
Build the case around the household
Bring employment, income, spending, assets and liabilities into the fact-find, then explore LVR and serviceability scenarios. Lending-policy research and rate tools support the discussion alongside the household’s goals. Meeting records preserve what changed and why. Calculations help prepare the case; verification and the lender’s assessment determine the lending decision.
Give every requirement a next step
Keep supporting documents, client requests and follow-up attached to the engagement. Aria and the client-scoped assistant help find information and prepare actions, while pipeline and team reporting keep work visible as deadlines approach. Agency records organise lender relationships; the actual submission process and available connections are confirmed during setup, not inferred from a lender appearing in the system.
CONNECTED CAPABILITIES
The right tools, working together.
CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
ExploreAI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
ExploreAI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
ExploreMeetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
ExploreDocuments & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
ExploreResearch & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
ExploreReporting & business intelligence
Connect pipeline, adviser performance, lead sources, commission and book health to the decisions that run your business.
ExploreCommission & business operations
Bring commission statements, policy matching, adviser payouts, agency relationships and team operations into one business platform.
ExploreYOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black