Financial Services

AndGo for Financial Services

CRM, e-signatures, secure document sharing, and compliance tools built for Australian mortgage brokers, insurance brokers, and financial advisers.

Challenges we solve

Managing client pipelines and deal flow
Getting loan documents signed quickly
Sharing sensitive financial documents securely
Meeting ASIC and APRA compliance requirements
Tracking client communications for audit
Australian data residency for financial data

Products for financial services

CRMandGo

Pipeline management, deal tracking, and client relationships for mortgage and insurance brokers

SignAndGo

Loan documents, insurance policies, and compliance forms. Signed electronically

ShareAndGo

Secure data rooms for client documentation, audit trails, and regulatory compliance

AccountsAndGo

BAS, GST, and ATO lodgement for brokerages and their clients

How MyAndGo compares

FAQ

Is MyAndGo suitable for ASIC-regulated businesses?

Yes. MyAndGo stores all data in Australia, provides complete audit trails, and supports the record-keeping requirements of ASIC-regulated financial services businesses.

Can mortgage brokers use CRMandGo?

Yes. CRMandGo is specifically designed for Australian mortgage brokers with pipeline management, deal tracking, and aggregator integration planned.

Are electronic signatures valid for loan documents?

Yes. Under the Electronic Transactions Act 1999, electronic signatures are legally valid for most financial services documents in Australia.

Where is client data stored?

All data is stored and hosted in Sydney, Australia. Essential for financial services compliance.

Ready to modernise your financial services workflow?

Start free. All data stored in Sydney.

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