fundwise
GOOD INFORMATION. FORWARD MOTION.

A little wiser.
A clearer way forward.

Your next good move starts here.

Built for Australian finance brokers.

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A clearer way to research business finance.Try the free sample
BUILT FOR AUSTRALIAN FINANCE BROKERS

Less lender
hunting.
More deal
momentum.

Too many lender tabs. Too much second-guessing. Turn one client scenario into a clearer shortlist—and a better next conversation.

Free founding previewNo card needed
fundwise.com.au / workspaceResearch preview
YOUR WORKSPACE

Let’s find a way forward.

New scenario

Client scenarioWorking capital

Example scenario
Funding needed$100,000
Monthly turnover$50,000
Time trading24 months
Lender criteria19 lenders in catalogue
Source details visible
ProspaCheck the recorded lending criteria
Criteria in view
OnDeckConfirm the current policy with the lender
To investigate
LumiKeep information gaps in the conversation
Review details
Your research. Your client relationship.26 product records
The detail behind your next move.Clear criteria. Visible gaps. Your judgement.
A look inside Fundwise. Illustrative scenario, real workspace.

FAMILIAR LENDERS.
One clearer starting point.

19lenders in the catalogue
26product records to explore
Explore the catalogue

Catalogue inclusion does not imply a partnership or endorsement. Recorded information needs current lender confirmation.

THE WORK BEFORE THE WORK

Good deals shouldn’t
get lost in open tabs.

A policy PDF here. A lender portal there. Notes from last week’s call, somewhere. Your client needs a way forward. First, you have to find the information.

Fundwise brings the research into focus.

FROM SCENARIO TO NEXT STEP

One scenario.
A much clearer next move.

The recorded rules. The missing details.
The next question worth asking.
All in your line of sight.

Take the workspace for a spin
YOUR RESEARCH, IN FOCUS
Interactive walkthrough
01 / THE SCENARIO

Start with what you know.

Choose an example to see how a scenario comes together.

Funding needed$100,000Business growth & cash flow
Monthly turnover$50,000Example business revenue
Time trading24 monthsEstablished Australian business
The next questionWhat fits the cash-flow need?Your judgement starts here
Illustrative finance broker reviewing business paperwork at her laptopGOOD INFORMATION.
Better conversations.
Illustrative campaign imagery, created for Fundwise.
THE BUSINESS BEHIND THE NUMBERS

You bring
the human part.
We’ll help with
the homework.

The ambition behind the request. The detail that changes the picture. The question a form never thinks to ask.

That’s where your expertise matters. Fundwise keeps the lender research together, so your next conversation starts with more context.

More clarity for the conversation.Your relationships. Your judgement. Your next move.
See how it fits your day
BUILT AROUND THE WAY YOU WORK

Your expertise.
With a little more momentum.

Fundwise does the organising.
You bring the broker judgement.

01 / LESS SEARCHING

Find your starting point.
Keep your focus.

Enter a scenario once and explore recorded business lender criteria together. Spend your energy on the details that move the conversation forward.

02 / MORE CONTEXT

The why, alongside
the what.

Known rules, source context and unknown answers stay visible. Get useful reasons for your next question, with your judgement at the centre.

03 / BETTER CONTINUITY

Keep the thinking.
Lose the loose ends.

Save scenarios, shortlists and notes in your account. Export a comparison when you need it, and return to the next step with your research intact.

CLARITY EARNS CONFIDENCE

Useful information.
Honest boundaries.

Your reputation rides on the questions you ask. You deserve a tool that shows its working.

See the catalogue for yourself

Source context stays in sight.

Review recorded information and dates. Confirm current policy with the lender.

Your client relationship stays yours.

Research stays in your account. Nothing is sent to a lender automatically.

Unknown stays unknown.

No made-up approval score. Criteria comparisons support your judgement.

A SMALL FIRST STEP. A USEFUL ONE.

Get a feel for it.
Before your next deal.

Open the sample workspace. Explore the catalogue. Run through a scenario. Then decide how Fundwise fits your day.

Explore the free sample
FOUNDING RESEARCH PREVIEW

Clearer research.
No card required.

Freeduring the founding preview
  • Explore the business lender catalogue
  • Compare recorded criteria and information gaps
  • Save scenarios, shortlists and notes
  • Export your research as a CSV
Create your free account

No automatic billing. No automatic lender referrals.

Explore AI credit packs from A$29
A FEW THINGS WORTH KNOWING

Good questions.
Straight answers.

A little context before you get started.

How do AI credits work?

Core client records and recorded lender criteria checks are part of the free founding preview. AI policy chat, credit reviews, PDF bank analysis and writing drafts use prepaid credits. Each action shows its credit cost first; failed requests return their credits. Payment and AI connections must be configured before use.

Who is Fundwise for?

Australian finance brokers researching business lending. Use Fundwise to work through a client scenario, compare recorded lender criteria and organise your next lender conversations.

What does the free preview include?

The founding research preview includes the lender catalogue, scenario research, saved shortlists and notes, and CSV exports. No card is needed and there is no automatic billing.

Is a match a loan approval?

No. Fundwise compares your inputs with recorded criteria. It highlights known rules, possible knockouts and missing information. Lenders still assess the application, affordability, documentation and current policy. Product limits are not a client’s borrowing capacity.

How current is the lender information?

The current catalogue contains the supplied Visro panel: 19 lenders, 26 products and 98 variants, with updates managed by Fundwise administrators. Source dates and information gaps remain visible. It is not a live lender-policy feed, so always confirm current criteria with the lender.

Will Fundwise send my client’s information to lenders?

Nothing is sent to a lender automatically. Saved research stays in your account. You choose what to research and what to share. Fundwise does not run credit checks or connect bank accounts.

What do I need to create an account?

Start with your email, then add your name, phone number, business ABN and aggregator. The sample workspace is available to explore before you create an account.

YOUR NEXT CONVERSATION STARTS HERE

Less searching.
Let’s move things forward.

Build your free shortlist

Free founding preview. No card. Your client stays yours.