10 Great Reasons to Check out SOFi

(There are a lot more reasons but we thought these ten would give you a good idea!!)

1

Enhanced Client Focus: SOFi supports your existing client focus. Help your clients obtain the best finance solution at the most flexible and competitive terms.

2

Reputable Lenders: SOFi uses a panel of NZ’s most well known and reputable lenders. Efficient access to multiple lenders means your clients get more competitive and flexible terms

3

Security & Confidentiality: Your clients are ring-fenced by the lending institutions. Accountants remain “in the loop” with any future lending requirements and all client information is confidential.

4

Save, Save, Save Time, Costs and Hassles are all reduced when a client combines their accountant’s advice with efficient “multi-lender” quotation services via SOFi.

5

Increase & Diversify Revenue: You will be amazed at how you can increase practice revenue when you use SOFi – whilst saving your clients money. Diversify practice revenues by increasing services associated with an existing area of advice.

6

Attractive Discounts: Many lenders have very significant group discounts available to those clients that arrange finance via their accountants using SOFi.

7

Money Back Guarantee SOFi can be arranged with a money back guarantee on the monthly access fees. This is a smart way to expand your services with no additional financial risk.

8

100% Kiwi Our team is dedicated to supporting and encouraging NZ accountants to build dynamic, profitable and sustainable practices. SOFi is owned and operated entirely by NZ interests.

9

Future Proof Solutions Move your practice to the next level with a technology, system and service that is designed with the future in mind. SOFi is an anywhere, anytime solution for you and your clients.

10

Personal Service: Whilst SOFi is state of the art technology we haven’t forgotten that people are important too. Fast, friendly and personal support is available to make sure SOFi is always working for you.

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