B-free is web based, brokers and financial planners which allows to access customers’ data by simply logging into B-free for Financial Planners & Mortgage Brokers. There is no need for unnecessary face to face meetings, phone calls or waiting for customers’ to send information to you. The number of customers’ any one person can handle is increased ten fold.

Interactive reporting allows you to create meaningful budgets and maintain loans. You can perform a “what if” analyses when deciding whether to pay extra payments from forecasted available cash. Graphical reports show the effects of these extra payments both for interest savings and term reductions. This is a value add tool for customers and sales tool for financial planning professionals.

With B-free for Financial Planners & Mortgage Brokers you can:

• Access your client's data - with B-free for Accountants you can view your client's data at anytime, anywhere in the world. Reduce the need for face to face meetings, all of the data is accessible in real time.
• Add value not cost - give your client's real value for money by spending your time building their businesses, not doing basic compliance.
• Brighten your work day - cut the drudgery and frustration of sorting out the mess of clients' manual records. Spend your time doing more of the work you enjoy!
• Maintain a competitive edge - offering B-free to your clients will give them confidence that you know your business because you can help them get on with theirs! Be a step ahead of your competitors by focusing on more profitable services for you and your clients.