CashDeck Avis 

75
TrustScore 5 sur 5

4,8

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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,... Voir plus

Noté 4 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Conseiller financier

Informations provenant de diverses sources externes

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.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

75 avis

5 étoiles
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1 étoile

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4,8

Tous les avis

(75)

20 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Its a tool I can't live without.

Its a tool I can't live without.
CashDeck is incredible software keeping my client's data safe and categorizing all expenses for us to analyze,
The team at CashDeck are the real hero's though if you every have a question you jump on the live chat, and they help you through it.

I have used both Illion and CashDeck and choose CasDeck.
You will be speaking with highly competent people every time and they are all legends.

Cheers Mel

27 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

gathering bank statements never been easier!

Makes gathering neccasary financial documents with clients extremely easy, the difference between manually gathering or using cashdeck is even more evident with any clients who may not have computer access and only mobile.

Great support staff and guides/webinars to help use their system to it's full capacity.

17 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Great support is what matters in this space, and these guys are head and shoulders above the rest.

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 in the lurch with our clients a number of times. Working with the Cashdeck team has been night and day compared to this - things that had literally taken their competitors months to resolve often get turned around within a few hours. It's a huge advantage to us to work with a proactive team who has our back.

28 juillet 2023
Avis spontané
Noté 5 sur 5 étoiles

CashDeck: I'm the winner!!!

CashDeck is my absolute favourite third party partner to save me time and frustration when collecting clients' statements and collating the monthly living expenses. An awesome process and fantastic support when needed by Dale and the team. Highly recommended! Definitely value for money in my business.

10 août 2023
Avis spontané
Noté 5 sur 5 étoiles

Love the product

Love the product. Makes statement collection so easy. Excel file makes data sorting easy. Highly recommend

10 août 2023
Avis spontané
Noté 5 sur 5 étoiles

Efficient and great customer service

CashDeck not only is a secure way of getting bank statements in the format required by the banks but mainly saved me time verifying clients living expenses. Dale is great to deal with and assist promptly and efficiently to make our job using this platform even easier. Thanks Dale!

29 octobre 2021
Noté 5 sur 5 étoiles

CashDeck the Conqueror

Rarely will I use the phrase game-changer, but I've swallowed my indifference and I am gonna' say it.

CashDeck is a GAMECHANGER.

This app first and foremost saves you time. But what the box doesn't tell you, which I am now gonna' tell you... is that it actually makes you a better Broker. And in the eyes of your clients, you are no longer just a broker - you sir or ma'am, now have the appearance of a wizard.

Not like Harry Potter. I'm talking Gandalf. Remember those chopped up P.O.S PDF bank statements you used to get? They are the Balrog. And you, Gandalf, have just conquered that. Because CashDeck will eliminate all sources of evil, from crappy IOS screenshots, to aforementioned dateless PDFs.

That old process. You know the saying - YOU! SHALL NOT PASS! (into my Outlook inbox!)

CashDeck. Wow.

6 août 2020
Avis spontané
Noté 5 sur 5 étoiles

Great tool

Great tool for helping with the collection and collating of my clients data prior to applying for their required loan amount. Another great feature is the on going training with the help of video's and in my case one on one training via Zoom. Highly recommend CashDeck, Dale was a fantastic in getting me up to speed with the system.

27 mai 2020
Avis spontané
Noté 5 sur 5 étoiles

CashDeck has been amazing

CashDeck has been amazing and since the implementation of this into our process we have found a real uplift in our efficiencies meaning more time yo have have quality conversations with our clients.
I would recommend any broker that isn't already using CashDeck to get in touch with the team to trial it - they wont look back.

19 mai 2020
Avis spontané
Noté 5 sur 5 étoiles

Time Saver & Very Good Quality Statements

CashDeck is amazingly simple to use and great features for Brokers seeking simple MLE snapshot and retrieval of client Bank statements the way Banks require them for Approval

15 janvier 2020
Avis spontané
Noté 5 sur 5 étoiles

This is fantastic for brokers

This is fantastic for brokers. I highly recommend it for the application and the follow support.

6 décembre 2019
Avis spontané
Logo de CashDeck

Réponse de CashDeck

Hi Daryl
Thanks very much for taking the time to review us. Very happy to hear it's working well for you.

Noté 5 sur 5 étoiles

The Cashdeck system will improve…time, efficiency, backwards and forwards and save days or weeks to complete to complete

The Cashdeck system will improve efficiency and time in a meaningful way. Prior to this we would need to contact clients, clients down loan and scan statements, clients then email, we receive email and download, save to file, print all statements, manually look at statements, try to classify expenses, complete a spreadsheet, circle back to customers and follow up and confirm, receive more statements and start the process again. Very time consuming.

Cash deck process, send link to clients, client click on link, we receive statements and excel, already classified, go to pivot table and confirm classifications, make amendments where necessary, then we have living expenses. perfect data for banks, process done

27 septembre 2019
Avis spontané
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Réponse de CashDeck

Thanks for taking the time to review CashDeck Andrew. Glad you're enjoying the service.

Noté 5 sur 5 étoiles

The CashDeck system has made it easier…

The CashDeck system has made it easier for our clients, and saved our staff hours, and simplified our compliance obligations. The system is quick and easy to use with no clients having any issues. Dale was a great help in running me through a trial and giving us advice on how to make the system work best for us.

4 juillet 2019
Avis spontané
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Réponse de CashDeck

Hi Sophie
Thanks for taking the time to review CashDeck. Glad it's been such a help. And thanks for giving Dale a mention. He's one of our secret weapons here at CashDeck providing some of the best support we've ever seen.

Noté 5 sur 5 étoiles

The data that cash deck provides saves…time and money

The data that cash deck provides saves us hours in the office and streamlines the process of trawling through bank statements so much we use it as our primary tool to determine clients actual expenses. This means we can spend more time focusing on our clients and less on process.

3 juillet 2019
Avis spontané
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Réponse de CashDeck

Hi Phoebe
Thank you your kind message. Glad to hear the service is working well for you and helping you spend more time with clients.. that's what it's all about :)

Noté 5 sur 5 étoiles

Cashdeck has made out life so much…

Cashdeck has made out life so much easier in getting statements from Clients and confirming their expenditure.

19 mars 2019
Avis spontané
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Réponse de CashDeck

Great to hear this Deb. Thank you for your review :)

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