FAFinnie AI Agent
An AI Tool for Finance Brokers · No CRM Replacement Needed

Finnie AI Agent:
Clearer Commissions · Greater Customer Loyalty · Easier Growth

Lightweight, online, and ready to use.

Configure your team roles once during onboarding, then simply upload your monthly commission statements and hierarchy.

Finnie AI Agent doesn’t just automate your commission workflows — it generates ready-to-use reports, actionable insights, and clear communications for your brokers and partners, while personally maintaining client engagement, scheduling follow-ups, and winning referrals — all in your tone.

Join the Waitlist
Help us evaluate demand and pricing — you’ll also receive early access and founder discounts.

Commission Agent

Accurate · Transparent · Traceable

  • • Simplify Splits: Automate commission reports across brokers and referrals.
  • • Save Time: Match statements and generate reconciliations instantly.
  • • Ensure Accuracy: Detect discrepancies and reduce manual work.

Engagement Agent

Maintain client relationships — in your tone

  • • Boost Retention: Stay top of mind with proactive, ongoing service.
  • • Increase Revenue: Identify new opportunities through timely updates.
  • • Automate Follow-ups: Schedule reminders to drive more business and referrals.

Zero Migration Cost

No CRM changes · No disruption

  • • Instant Access: Run directly in your browser — no installation required.
  • • Quick Setup: One-time onboarding for roles and permissions.
  • • Seamless Integration: Works effortlessly with your existing CRM.

3 Steps to Get Started

It only takes a few minutes to launch your AI-powered commission and engagement system.

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STEP 1

Team Onboarding

Set roles, permissions, and commission split rules. Add brokers and referral partners, and define your team hierarchy.

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STEP 2

Data Import

Upload monthly commission statements and client data to auto-generate settlements and business insights.

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STEP 3

Client Engagement

Activate the Engagement Agent to manage anniversaries, retention, refinancing reminders, cross-sale opportunities, and follow-ups — all in your tone.

AI That Sounds Like You — Not Bulk Email

Finnie crafts personalized, human-like messages for each client — not robotic templates.

Traditional Bulk Email

Subject: Happy Loan Anniversary!

Dear Customer,

We noticed your loan anniversary is coming up. Please contact us if you need any help.

Regards,
Your Broker Team

Finnie Personalized Message

Subject: Great news about your home loan, Sarah!

Hey Sarah,

It’s been a while since I helped you with your home loan for your property at 24 Greenfield Ave, Westfield — back when your rate was around 6.2%. With recent rate drops, this might be a great time to revisit your options and see whether refinancing could save you more.

Cheers,
Tom from Horizon Brokers

Founder Program

Be among the first to shape the future of broker AI tools — enjoy early-bird pricing, priority onboarding, and direct input into our product roadmap.

Trusted by Early Adopters

Our founder users are already shaping the future of broker automation — here’s what they’re saying.

“We saved at least 4-8 hours monthly on commission reconciliation.”

Olivia M., Principal Broker

“The Engagement Agent feels like my own assistant — it reminds me before clients even ask.”

James L., Senior Partner

“Early access was seamless — no CRM migration, and setup took 10 minutes.”

Mia K., Broker Team Lead

FAQ

Do I need to replace my CRM?

No. Finnie works as an independent online module that runs alongside your existing CRM — simply import your commission and hierarchy data.

Is my data secure?

Yes—your data is protected at every step. Finnie is designed with strong privacy safeguards, encrypted communication, permission-controlled access, and complete audit visibility. We apply industry‑leading security standards, including:
  • Australian data hosting
  • Encrypted data handling & role‑based permissions
  • Full audit trails
  • Minimal data capture, aligned with the Australian Privacy Act and GDPR standards

What commission formats are supported?

Finnie supports common institutional statements (CSV/XLSX) and custom mappings, with anomaly detection and manual adjustment options for maximum accuracy.

How does the Engagement Agent 'sound like me'?

Through one-time tone and style setup with sample fine-tuning — optionally, users can authorize access to their business email accounts, allowing Finnie to learn their communication style and tone to create personalized, human-like client interactions.