The Cashdeck system will improve efficiency and time in a meaningful way. Prior to this we would need to contact clients, clients down loan and scan statements, clients then email, we receive email and download, save to file, print all statements, manually look at statements, try to classify expenses, complete a spreadsheet, circle back to customers and follow up and confirm, receive more statements and start the process again. Very time consuming.
Cash deck process, send link to clients, client click on link, we receive statements and excel, already classified, go to pivot table and confirm classifications, make amendments where necessary, then we have living expenses. perfect data for banks, process done
Review by Gergatz6 months ago
the biggest issue is clients don't understand they cant log out and then go back and Add accounts they forget. once logged out.
they need to have a time frame that allows them to go back in. a day or two
. or I have to keep resending the link. but the time I keep doing that, it would have been quicker for them to just send it to me
Review by CustomerJarvie Heiðarsson6 months ago
The data that cash deck provides saves us hours in the office and streamlines the process of trawling through bank statements so much we use it as our primary tool to determine clients actual expenses. This means we can spend more time focusing on our clients and less on process.
Review by Jayceedee6 months ago
The CashDeck system has made it easier for our clients, and saved our staff hours, and simplified our compliance obligations. The system is quick and easy to use with no clients having any issues. Dale was a great help in running me through a trial and giving us advice on how to make the system work best for us.
Review by Shamshad7 months ago
Amazing Features for Mortgage Consultants
Review by Cassube8 months ago
Cashdeck has made out life so much easier in getting statements from Clients and confirming their expenditure.
Review by Sajed9 months ago
Cashdeck is a phenomenal App. Iniitally I used this to retrieve bank statements from customers in a timely and efficient manner. By timely - I mean this literally takes 90 seconds for a client to complete this otherwise annoying task. Cashdeck has evolved to now also analyse the spending pattern of the client. In the current environment having a detailed understanding of one's cost of living is vital. I would not hesitate to recommend this app to other brokers.
Review by Suhandono10 months ago
This is a great product that provides up too date statements almost immediately - so no more out of date paper work or chasing customers for interim statements - but it needs to be used at first appointment with the customer to determine if they actually have online banking.
Review by Jambangan10 months ago
I love the whole concept of this facility and it does work for the clients
The only problem is that you need to get more of the Banks on board as some of them will not accept the transaction listing as looks like a screen shot - so they say
Will more banks be getting on board with this?
Review by QueenieMay10 months ago
I really like this.
Review by Saniata Ulrey10 months ago
Brilliant product, excellent throughout.
Review by Kirtish Bagenda11 months ago
Makes life easy for clients and makes life easy to review expenses and manage budgets.
Review by Morgenstern11 months ago
Great tool for Finance Brokers as provides information needed in order to have a file submitted and expenses/income to be verified.
Review by Peregrine Grochulla11 months ago
Great service, super easy to use and very helpful.
Review by NurseB1 year ago
A great tool for brokers and clients alike. Makes statement collection a breeze.
Review by Jesly1 year ago
I love cashdeck - makes my life easy and business is clear and clean
Review by Automotion1 year ago
Safe and fast service to get your statements to your broker! Highly Recommend, Used many times and it is such a breeze. Would be great if you could request statements from iPhone but all in all its a great system.
Review by Springpaw BiermaI1 year ago
Great experience, simple, effective and saves so much time working in finance to achieve outcome for lenders and client. Will also assist in clients taking better control of their finances with the added facilities.
Review by Keiko1 year ago
Unfortunately some statements don’t cover the full period or are missing some vital information
CashDeck is rated 5.0 based on
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