For finance brokers
Your client needed finance last month. They rang their bank.
They won a contract. They lodged a development application. They started a second business. Each one is a funding need, and each one was public the week it happened.
You’d have rung them, if you’d known.
Catchwind makes sure you know.
What lands in your inbox
Business status
ABN and GST registrationNational
You hear when a client’s ABN is cancelled, their GST registration starts or stops, or they add or drop a trading name, so you are not caught out at BAS or tax time.
Company registerNational
You find out when a client company changes name or status, or is heading for deregistration, often before the client thinks to tell you.
Names and structure
Business namesNational
A new business name often means a new product, shop or side business. A cancelled one can mean something has closed. Either is a reason to check in.
Licences and registrations
Financial services and credit licencesNational
If a client’s financial services or credit licence changes or ends, you hear about it, because it changes what the business is allowed to do.
Queensland building licences (QBCC)QLD
For builder and trade clients you hear when their licence classes or financial category change. The financial category is a turnover story in itself.
Regulator action
ASIC action announcementsNational
If a client is named in an ASIC release, you hear it from us, not from the newspaper.
ASIC banned and disqualified organisationsNational
You hear if a client, or a business your client deals with, is added to ASIC’s banned list.
Contracts and grants
ACT Government invoices paidACT
You hear when a client is paid for government work in the ACT, a sign of new or growing government business.
Federal government contractsNational
You hear when a client wins a government contract, often a big change to their income, staff and insurance needs.
Federal government grantsNational
You hear when a client wins a federal grant, so you can plan the tax treatment, the reporting and the cash flow with them.
Queensland small-business grantsQLD
You hear when a Queensland client receives a state grant, so you can treat it correctly for tax and reporting.
R&D tax incentive claimsNational
You can see which clients are claiming R&D and the size of their spend, which is useful for planning and for spotting clients who could claim but don’t.
Safety and environment
Pollutant reporting sitesNational
You see which clients have sites that report emissions, useful for environmental, insurance and funding conversations.
Property and planning
Logan development applicationsQLD
A development application usually means a big project and a big spend. You hear when a client lodges one or gets a decision.
How it plays out
The contract that needed working capital.
Monday’s digest: Sample Civil has been awarded a $412,000 federal contract. You ring that morning. Equipment, working capital, a bigger facility. You’re in the conversation before the bank knows there is one.
The project, before the money was committed.
A development application lodged with Logan City Council by a client. A big project and a big spend, months before anyone draws down. You’re first to the table.
The growth you could see in a licence.
A builder client’s QBCC financial category goes up. They’re turning over more. That’s a client ready for a larger facility, and you didn’t have to ask.
The file you didn’t waste a month on.
A client’s company is flagged for deregistration. You find out before you submit, not when the lender’s credit team does.
The grant that changed the numbers.
A client receives a federal grant. Their serviceability just improved, and you know it before they think to mention it.
Why finance brokers sign up
Leads from your own book.
Your existing clients are your best pipeline. Now you can see when they move.
First call wins.
Finance goes to whoever shows up when the need appears.
Cleaner files.
Status and licence changes surface before the lender finds them.
A reason to ring that isn’t “just checking in”.
“Congratulations on the contract” opens a very different conversation.
50 cents a client.
A Practice plan covers 200 clients for $99 a month. One settlement pays for years of it.
Your clients never hear from us
We never contact your clients. We never sell your client list or use it to market to anyone.
To them, you’re just very well informed.
How we handle your client listFirst month free.
Add your clients in five minutes. Get your first digest today. Decide in thirty days.