Built for Aussie business-finance brokers
Free to sign up.
Every feature free.
Built for brokers.
The lender catalogue, your client records and your saved deals, in one workspace that costs nothing to join and nothing to use. Every feature is free, including AI.
No card to sign up. No credits. No subscription. Nothing goes to a lender unless you send it.
Your cost to get started
From scenario to shortlist.
Pop in a client scenario, line it up against recorded lender criteria, then build your own shortlist. An illustration only: no approvals, rates or eligibility are shown.
Every feature. No bill.
This is what you get when you sign up. All of it is free, including the AI. No card, no plan, no credits.
Match a scenario to lenders
Drop in loan size, turnover and time trading. Fundwise lines it up against each lender's recorded criteria and flags the gaps and possible knock-outs.
Client records, CSV import, ABN lookup
Keep clients in one place. Bring them across with a CSV and pull business details in from the ABN.
Saved deals, notes and shortlists
Save the deal, keep your notes with it, build the shortlist and export your research as CSV. Print a private report when you need one.
Lender library
Browse the recorded details for the lenders and products in the catalogue, side by side.
Bank statement review
Review structured statements from CSV or Illion JSON, or let AI read up to three PDFs for you to check. Free.
Repayment calculator and illustration
A manual cost calculator and a broker-reviewed repayment illustration. Free, and not a lender assessment.
Incoming leads inbox
Leads saved to your account by your own connected tools land in one inbox, ready to review and turn into a client and a draft deal.
API and MCP access
Create access keys to run lender matching from your own tools. Keys are yours to create and revoke.
Start with your email, then add your name, phone, business ABN and aggregator.
Every AI feature is free too.
There are no credits to buy and no packs. A fair-use limit of 120 AI requests per day keeps the service fast for everyone.
AI bank analysis
FreeReads up to three bank statement PDFs and surfaces statement facts, such as turnover, for you to review before anything is saved. Needs your consent, and a CSV or Illion JSON statement needs no AI at all.
Client from documents
FreeDrafts a client record from up to three uploaded documents. You choose which fields to apply before you save it.
Policy answers
FreeAsk a question of the recorded lender policy and get an answer that cites its sources. A research aid. Confirm current policy with the lender.
Credit review draft
FreeOrganises the recorded evidence and open questions for one of your clients into a draft. It is not an approval, and not a credit score.
AI writing draft
FreeWiz drafts a scenario summary, missing-information questions, or an email or SMS for you to edit. It never sends anything.
Email and SMS access
FreeCompose, review and send email and SMS from the Studio. Access is granted by request in the app. Sending is limited per day and depends on the provider connection shown in the app.
AI output needs human verification. Read the terms, and contact Fundwise support with any question.
Free for brokers. All of it.
Workspace, free
- Lender match table with every lender visible
- Client records, CSV import and ABN lookup
- Deals, notes, shortlists and CSV export
- Structured statement review, calculator and leads inbox
AI, free
- AI bank analysis from PDFs
- Client from documents
- Policy answers and credit review drafts
- AI writing drafts
Free for brokers. Every feature, including AI.
Sign up with your email, then add your name, phone, business ABN and aggregator. No card, no plan to choose.
Sign up free, every feature, including AINothing goes to a lender unless you send it. Fundwise is a research and comparison workspace, not a lender.
Fair questions.
Yes. Brokers pay nothing: every feature, including the AI features, is free, and we don't ask for a card. Fundwise plans to earn from lenders in future, not from brokers. We are not announcing any lender partnerships today.