Overview of the basic day to day operations in the Feezily user interface

This video runs you through the very simple process of setting up Feezily for your financial adviser or mortgage reseller practice or your revenue solution provider business.

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Introducing Feezily for financial advice and mortgage broking practices

Setting up Feezily for your adviser or brokerage practice

Where Feezily fits into your operations

API integration with your Application or Service

Demonstrates the Feezily API which allows 3rd party applications to leverage the revenue file data transformation capabilities of Feezily in their own applications.

Data collection as usual

Collect revenue files from your product providers as you normally would.

Choose the product provider and format of a commission file

Select the provider provider and, for providers with more than one format, choose the format appropriate for the file that you are uploading.

Feezily supports 50+ Australian product provider file formats so you are well covered. In the rare event you have a file we don't yet support send us a sample and we'll normally add support for it within 1 business day.

Upload product provider file

Upload your product provider file to Feezily.
Your file will be transformed into your configured output format.

Download transformed commission file

Download the transformed commission file.
 

Your output format may be a simple Excel file for you to load into Excel and tally your own commission totals or it may be a .csv or Excel file required by a particular CRM or portfolio platform that you use.


 

Start your free trial today!

 

No credit card required!