THE CLE ADVANTAGE
CLE is a commercial finance web-based system built by advisers for advisers.
- ASSESS BUSINESS PERFORMANCE
- CREATE FINANCE STRATEGIES FOR CLIENTS
- INDUSTRY LEADING FINANCE SUBMISSIONS
- BUYING POWER WITH BANKS & FINANCIERS
GET AN ADVISER MINDSET
CLE offers you the advantage, vision and service you need to grow a successful finance advisory business that benefits all stakeholders.
OFFERS ADVANTAGE TO ADVISER
CLE is a guided process that deepens client relationships, secures mandates, enhances your reputation and saves you time.
OFFERS VISION TO CLIENT
Creates empathy with client by providing a clearer understanding of their needs while improving credit outcomes and pricing.
OFFERS SERVICE TO LENDER
Produces consistent, concise and complete loan submissions that lenders reward with priority assessment and higher conversion.
YOUR MEMBERSHIP BENEFITS
The CLE platform and knowledge centre offers a centralised hub for increasing confidence and improving opportunities in commercial finance.
The CLE cohort of 100+ brokers across Australia is a deep resource of collective expertise for our members. Your subscription includes access to:
- Mentoring for commercial banking scenarios
- CLE Fulfilment Centre
- Deal lodgement and sub-aggregation services
SEE HOW CLE WORKS
Book a live demo now for an overview of the CLE 5 Step System.
Version 3 – New Features
- Our Financial Spreading tool kicks Excel to the curb
- New calculators and ratios all in one handy portal
- More pre-population saves you time
Learn how CLE guides you to win deals while building long-term relationships with clients and financiers.
Join our fortnightly 45min
LATEST FROM OUR BLOG
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Business Growth Fund
SMSF & Borrowing
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CONTACT US
Yes, I want to know how to build a thriving commercial finance advisory business.