For Brokers
Solving Problems
Does this sound familiar?
- Clients can’t get access to online banking to print off bank statements or aren’t tech savvy
- Clients have to go into local branch to get print outs
- Bank statements in paper format have missing dates!
- Client’s taking too long to get back to you with information
- Finance deals are delayed due to lack of documentation
- Possible backlash from customer and lender because of delays
Which leads to...
- Overwhelming work load
- Low team moral
- Compliance Issues and inaccurate data
- Deals taking longer creating frustration for clients and lenders due to delay in funds
- Customers struggling with finances so deals not going through find this out initially
The Solution
Streem Connect
- Instant access to bank statements
- No logins from the client required everything done via their banking app
- Unlimited constant access to client bank statements, going back two years in most cases
- Initial link up process takes a minute
- Verification of banking data using Streem Verify to use as evidence for deals or AML
- Gives you financial information on the client if you need to perform initial checks on them
- Look back at transactions and use as a source of funds report for each client for regulations and financial crime purposes
- All analysed in an excel format for you to use straight away
- Summarised by categories so you can quickly look through a clients bank statements to see if any issues may occur. before submission to the lender
Cost
Time & Cost Savings vs OCR & Scanning & Manual
Average Cost Savings Per Quarter |
|---|
Calling in Records more than once : 15 mins |
Missing Information Chase again: 10 mins |
TOTAL MINUTES PER DEAL: 25 mins |
- Brokers time and cost to the business, is the most important thing to look at when using software
- If you multiply these time savings by the amount of deals completed, this would show you average time savings across the business
Features
Main Features
of StreemConnect
- Dashboard view
- Account management
- Client Table & Simplicity
- Filters & Favourites
- Add individual new client & disable auto re-link
- Import bulk clients
- Client Page & Client Info
- Bank Links & Options
- View Accounts & Download Accounts
- Format of CSV Templates
- Low Balance Thresholds
- Automated 90 day authentication
- Streem Analyse
- Streem Reconcile
- Streem Verify
Pricing Calculator
How many client banks do you want to connect to Streem Connect?
Minimum of 10 links per month will be charged.
Discount applied to all links
Linked client banks | Cost per link | Discount |
|---|---|---|
First 99 | £2.50 per month | — |
100-249 | £2.25 per month | 10% |
250-499 | £2.00 per month | 20% |
500-999 | £1.75 per month | 30% |
1000+ | £1.50 per month | 40% |
Links are active for a minimum of 3 months
Pricing
How much does it cost?
- £2.50 per bank link (multiple accounts at same bank are included in £2.50 cost)
- Minimum cost is 3 months fees
- Minimum charge is £25 per month (includes 10 links as standard)
- Linking more banks means more discount
- If you link 99 banks, cost will be £247.50
- If you link 100 banks you get 10% discount and cost will be £225.00
Link up Process
Linking client accounts is easy
You can connect your current account via Plaid. Plaid provides you with account information services (AIS), through us as their agent. This grants us secure read only access to your data, and you the ability to make the most of our app/tool.
Sign up for a free account
Like what you see but want to fnd out more? Just sign up for a completely free 14 day trial
now or book a demo and let us show you how powerful Streem Connect can be!
