CashDeck Reviews 75

Great customer service from the team and really useful software!

I have been using Cash Deck for over two years and the reports and detailed anlaysis provided are excellent.
I have also found whenever there is an issue the IT support is excellent - they get back to you in just a few minutes.

I had a fantastic experience using Cash Deck. The platform was incredibly easy to navigate, and the whole process was quick and hassle-free. What really stood out was the clear communication and transparency throughout. I always knew what to expect.

Their customer service team was friendly, professional, and very responsive to any questions I had. I felt confident and supported every step of the way.

Highly recommend Cash Deck to anyone looking for a trustworthy and efficient financial service. Five stars well deserved!

Cashdeck is my go to when I have a new client and need to quickly see their position regarding their spending. I love using the spreadsheet that is generated with all the transactions to get an in depth view as well as a overall view of the clients accounts.

Dale from Cash Deck has always provided fantastic support. The Cash Deck system is great and love that you can customise the spreadsheets and response time for the online chat is very fast.

Cashdeck is an essential part of our workflow at Time Home Loans. The expense categorisation is exceptional, accurate, intuitive and it saves us a huge amount of time when reviewing client information. It has streamlined our process and helped us deliver even better service to our clients. Highly recommend Cashdeck to any brokers looking for a reliable and efficient solution!

Cashdeck make my file preparation so much faster and easier, I love it

We've been using cashdeck for over 5-6 years! We love it. Wouldnt be able to run our business as efficiently without the help of cashdeck. Its been a gamechanger for us and is inbedded in our brokerage

Exceptional service backed by a dedicated team working tirelessly behind the scenes to guarantee reliability and deliver a flawless experience.

Wayne was very helpful in intervening when a client tried to push through many profiles at one time. Because of the background assistance we did not have to keep inconveniencing the client. The information received was easy to understand timely and the assistance occurred at several times of the day including after hours.

Dale is very proactive and helpful. You can really feel that he is there to help you.

I have been using CashDeck for 5 years. As a mortgage broker it is a real bottleneck in the process when clients need to provide documents, especially bank statements. CashDeck has made it absolutely simple and the completion rate for clients providing documents would be ~95%. 12 months ago I changed aggregators and thought I only had another competitor as an option to use, so I signed up with them and it was a horrible experience. Completion rate from my clients was less than 20% and made so so much more work for me. This made us look very unprofessional. I came to realise that we did not need to use this competitor so I ran straight back to CashDeck. Big ticks for CashDeck is: it's branding flexibility, resources available for us to provide clients on how safe it is, the range of lenders available, the portal for you to check where clients are up to, the prompt support from Dale and the team if there are any issues. The competitor method would just be a link to send the client and if they provide the statements they provide the statements. Oh and CashDeck are very innovative by coming up with new ways for us to improve our service offering.

The team are really responsive, usually available within minutes to address any questions. They'll do everything in their power to fix any issues, but if it's something that must be done by the client, then clear instructions are issued about what's required. Would definitely recommend their service as all our experiences have been positive.

Presenter explained everything clear and concisely

Can not fault cashdeck for use within our business. It is user friendly for our clients and any issues we have had (minimal), cashdeck support are super quick to get back to us to assist.

Simple and easy to use. Integrated into my business very easily that helps with my work productivity

Great product, easy for our customers to use and my team. Customer service is top notch. Highly Recommend!!!

We've been using Cashdeck for a couple of months and we find it very easy to use. The support chat is also very prompt and helpful with helping us resolve issues for our clients

Excellent and responsive support from the team whether you reach out via the chat or via email. This is a business that actively looks to help their clients. In addition, the statement retrieval seems to work when others dont, it is robust and reliable.

I had to go through the clients expense account as the bank requested to show update living expenses. I asked for support from the team at Cashdeck and they immediately replied to support. We had a training session for at least an hour to go through and go through the data to send to the bank. It was really well done and when I had to do one more month, I did this very confidently and quickly for the bank. The loan is now approved and the customers are thrilled. Thank you to Dale for his support.