Flexible SOFi Options

SOFi - Gold

Investment
Initial Set Up $5,000 (ex GST)
Monthly Access $250(ex GST)

Includes:

  • FREE Unlimited Technical Support
  • FREE Custom Marketing Program
  • FREE Access to Lending Specialists
  • Three user licence
  • Single or multiple sites
  • Full Training & Accreditation

Brokerage & Fees
100% of Brokerage is paid to licensee/accounting firm

This option will suit practices with 500+ clients and/or firms who already occasionally assist their clients arrange finance.


SOFi Lite

Investment
Initial Set Up $1,995 (ex GST) No Monthly Access fee

Includes:

  • FREE Unlimited Technical Support
  • FREE Custom Marketing Program
  • FREE Access to Lending Specialists
  • Three user licence
  • Single or multiple sites
  • Full Training & Accreditation

Brokerage & Fees
50% of Brokerage is paid to licensee/accounting firm.
THis option will siot medium firms that are looking to develop an internal finance brokerage - but preferring a part-time commitment


SOFi Direct

Investment
No Initial Set Up cost and no Monthly Access fee

Includes:

  • FREE Custom Marketing Program
  • FREE Access to Lending Specialists
  • Full Training & Accreditation

Brokerage & Fees
30% of Brokerage is paid to licensee/accounting firm.

This option is specifically designed for the smaller practice Firms do not pay a monthly access fee – but may use the system on an “as and when” basis. Generally firms will refer applications to a Get Smart speciality broker.

0800 467 634
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