Compliance, in plain English.

Built for businesses that take compliance seriously, including brokers who answer to an aggregator. Here's exactly how we handle data, messaging and conduct.

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Compliance team want to talk? Happy to jump on a call.

The short version.

Your data stays yours.

Nothing sends without your approval.

Every message identifies you and includes an opt out.

Business hours only.

No finance advice, ever.

Data processing agreement signed before anything sends.

Data.

What we use

Contact details and what the person originally enquired about. We don't collect bank statements, payslips, IDs or credit files.

Where it's held

In an encrypted CRM platform, in an account set up in your business name. You can see everything in it, any time.

Who can access it

Only us, with unique logins and two factor authentication where available. We never sell, share or reuse your data.

When it's deleted

When the campaign ends, we delete or return your data within 14 days, and confirm in writing if you ask.

Where we work from

We operate remotely, including from outside Australia. Cross border handling is covered in our data processing agreement under the Australian Privacy Principles.

If anything goes wrong

We'll tell you within 24 hours of becoming aware of any data breach, in line with the Notifiable Data Breaches scheme.

Messaging.

Who it's from

Every message clearly identifies your business.

Opting out

Every first message includes a simple opt out. Reply DELETE and they're removed straight away, and never contacted again.

Who we message

Only people with an existing relationship with your business, or who've agreed to be contacted. Anyone who's opted out before is excluded.

When

Business hours only. No late nights, no Sundays.

Approval

You see and approve every message template before anything is sent.

Designed to meet the Spam Act 2003 and the Privacy Act 1988.

Conduct.

Does

Books calls with you
Answers basic questions
Says it's an assistant if asked
Passes anything complex to you

Doesn't

Give finance or credit advice
Quote or compare rates
Say whether someone will be approved
Recommend a lender or product
Help anyone fill in an application

We don't hold an Australian Credit Licence and we don't provide credit assistance. All advice and lending activity stays with you.

The paperwork.

Data processing agreement

Covers how data is used, stored, secured and deleted. Signed before any message is sent.

Simple service agreement

Covers what we do and how we're paid. No lock in.

Happy to send both to your aggregator for review before you sign.

Questions for compliance teams.

Got questions from your aggregator?

Send them my way. I'll walk their compliance team through it.

Book a call Download the one page summary

Compliance, in plain English.

The short version.

Data.

What we use

Where it's held

Who can access it

When it's deleted

Where we work from

If anything goes wrong

What we use

Where it's held

Who can access it

When it's deleted

Where we work from

If anything goes wrong

Messaging.

Who it's from

Opting out

Who we message

When

Approval

Who it's from

Opting out

Who we message

When

Approval

Conduct.

Does

Doesn't

The paperwork.

Data processing agreement

Simple service agreement

Questions for compliance teams.

Do you need a credit licence?

Can we audit you?

What happens to our data if we stop?

Can we see every conversation?

Who approves the messages?

Got questions from your aggregator?