For debt counselling practices
Support more people with clearer case work.
Coordinate enquiries, assignments, appointments and consent-led client support from a practice workspace.
How it works
01
Apply and be reviewed
Submit practice and contact details. FinEQ reviews the business before it appears in the directory.
02
Set up your team
A manager can invite authorised counsellors and coordinate incoming requests.
03
Work a case with consent
Assign a counsellor, arrange a session and request narrowly scoped access from the client when needed.
What you can do
Case queue
Keep new requests, assignments and next actions visible to the right team.
Appointments and service levels
Track requests and response times without losing the context of a case.
Practice reporting
See authorised operational measures across your practice and managed relationships.
A clear privacy boundary
Practice access is limited to its own authorised relationships and assigned work. A listing or appointment alone does not disclose a member's private financial profile.
Read how FinEQ handles access