Setting Up Your Organisation
Create your business profile to unlock lead generation and branding.
After signing up, the first thing to do is set up your organisation. This creates your business profile, generates your branded calculator links, and enables team features.
Only your Company Name is required — you can add ABN, ACL, Credit Representative Number, and other details later from the Organisation settings page.
- 1
Navigate to Organisation
Go to the 'Org' page in the sidebar, or if you're on the Leads page, click the 'Set up your business' button.
- 2
Enter your company name
Type your brokerage name (e.g. 'Smith & Co Mortgage Brokers'). This will appear on your branded calculators and client-facing materials.
- 3
Click Create Organisation
Your organisation is created instantly. A unique URL slug is generated automatically (e.g. 'smith-and-co-mortgage-brokers').
- 4
Optional: add compliance details
You can add your ABN, ACL Number, Credit Representative Number, AFCA Membership ID, and contact details at any time from the Organisation settings page.
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