I have been using Cashdeck for as long as I can remember and they have certainly made the process of writing a loan so much easier. Their customer service for resolving any issues that rarely occur,... See more
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Works most of the time. Some customers a skeptical about security so we've had to prepare statements around this. Would help if Cashdeck addressed this specifically by allowing customers to easily acc... See more
Company replied
These guys do a stellar job in a space that is difficult and messy by nature. We'd previously used a competitor and had challenges getting issues looked at and resolved quickly, which really left us i... See more
We use Cashdeck every day and to be honest without it our ability to assess the bank statements for a client's loan application would be severely hindered and 10 times longer at least. The support is... See more
Company details
Information provided by various external sources
For over 20 years CashDeck’s local team has helped the heavyweights of the Australian financial industry manage their data. We specialise in developing this service into clever tools designed for you to use very day. We’re right here in Sydney, available when you need us. So get in touch.
Contact info
WeWork c/o CashDeck, 310 Edward Street, 4000, Brisbane, Australia
- 1300 375 883
- info@cashdeck.com.au
- cashdeck.com.au
the biggest issue is clients don't…
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
19 March 2019
Unprompted review
Reply from CashDeck
Hi Cheryl
Thanks for responding.
We have a re-enable option that allows you to open a link back up again for 72 hours so clients can add more accounts. Re-enabling links is free.
For security purposes, we don't leave links open by default. We delete everything to do with the users session once it's complete to give your clients a highly secure experience. I will chat to our team about whether we can insert a message that explains this to the user.
See this article for more information:
https://intercom.help/cashdeck/using-creditready-for-income-verifcation-and-living-expenses/resending-the-income-verification-link-so-your-client-can-add-more-banks
Cashdeck is a phenomenal App
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.
20 November 2018
Unprompted review
Reply from CashDeck
Hi Andrew
Thanks so much for this great review. Glad you're enjoying the product so much. New tools for brokers coming soon so will be in touch.
Regards
Owen
Makes life easy for clients and makes…
Makes life easy for clients and makes life easy to review expenses and manage budgets.
20 November 2018
Unprompted review
Reply from CashDeck
Hi Todd
Thanks for your review. We're always glad to hear we're making life easier for brokers and their clients.
Regards
Owen
I really like this.
14 November 2018
Unprompted review
Reply from CashDeck
Glad you like CashDeck Danielle. Thanks for taking the time to review.
Regards
Owen
some friction from Banks
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?
12 October 2018
Unprompted review
Reply from CashDeck
Hi Deborah, thanks for the nice review—we're glad you like the concept.
In terms of the screenshot appearance, we retrieve both official statements (where they are available) and also a transaction listing in PDF form as if the user pressed "Print" when logged into their bank to cover the period from the last official statement to the present day.
So that may appear as a screenshot to some banks. As banks become more familiar with the process this issue should ease. Hope this is a help.
Safe and fast service to get your…
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.
11 October 2018
Unprompted review
Reply from CashDeck
Thanks for the great review Joshua—and we'll certainly take your feedback onboard.
Regards,
Danielle
A great tool for brokers and clients…
A great tool for brokers and clients alike. Makes statement collection a breeze.
11 October 2018
Unprompted review
Unfortunately some statements don’t…
Unfortunately some statements don’t cover the full period or are missing some vital information
11 October 2018
Unprompted review
Reply from CashDeck
Hi Evan, thanks for the feedback.
We retrieve official statements for the period that the banks provide, plus a transaction listing in PDF form to cover the period from the last official statement to the present day.
Hope this helps explain. Please let us know if we can help further.
I love cashdeck
I love cashdeck - makes my life easy and business is clear and clean
5 October 2018
Unprompted review
Reply from CashDeck
Thanks Paul, glad it's doing a good job for you!
Regards,
Danielle
Highly recommended!
Great service, super easy to use and very helpful.
5 October 2018
Unprompted review
Reply from CashDeck
Hi Quinto,
That's a great review—thanks! We're always glad to hear we're making things a bit easier.
Regards,
Danielle
This is a great product that provides…
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.
4 October 2018
Unprompted review
Reply from CashDeck
Hi John,
Thanks for that great review. We really appreciate your feedback.
Please let us know if we can do more to help you.
Regards,
Danielle
Great experience
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.
4 October 2018
Unprompted review
Reply from CashDeck
Hi Sean,
Glad to hear CashDeck is doing just what we designed it to do! We appreciate you letting us know.
Regards,
Danielle
Reply from CashDeck
Hi David,
Thanks for that great review—glad to know it's working for you.
We're always open to ideas, so feel free to let us know if we can help further.
Regards,
Danielle
Great tool for Finance Brokers as…
Great tool for Finance Brokers as provides information needed in order to have a file submitted and expenses/income to be verified.
4 October 2018
Unprompted review
Reply from CashDeck
Hi Katrina,
Thanks so much for the great review.
Let us know if you have any ideas on how we can make things even better!
Regards,
Danielle
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