4/5 Sales-side · Tranche 1

Document TypeDepartment Discovery

DepartmentFinalliance (Finance + Broker)

ClientAllianceCorp

Generated2026-05-21

Finalliance (Finance + Broker).

Internal + external broker workflows. Finalliance covers finance sessions held in Mercury, EOI submission, customer decision point — plus the broker channel (~12 external broker staff using Quickli + the partner community). Sub-page 11. Broker Channel is folded in here since the user's scope rolls them together.

← PreviousWealth Planning (PWP)Next →Acquisitions

01Overview

Discovery snapshot for this department.

Everything that's already documented in Confluence for this department, surfaced for the discovery session itself. Each section below mirrors the structure of the section page in the source (and the consolidated cross-department doc) but filtered to just this team's scope.

Requirements

5 must · 2 nice

Dept fields

on this team's pages

Shared fields

flagged for this dept

Validation rules

on SF currently

Reports

Open actions

Suggested discovery prompts for this session

Internal broker vs external broker — what's the data flow difference? Mercury for internal — what about external?
The ~12-person external broker team uses Quickli + the partner community. How does that connect back to HubSpot?
EOI received → initial application straight away → loan. Where does that EOI live? Document object? Property on the opp?
Finance Option Summary PDF — generated where? Stored where? Who needs to access it post-settlement?
Member portal centre for uploading customer docs — what's the integration story there?
The Broker Channel whiteboard is essentially TBC — what should it look like? What decisions still need to be made?

02Process Map

Finance session + broker workflows.

Two whiteboards: FinAlliance (the substantive finance process) and Broker Channel (essentially placeholder — START → TBC → TBC → STOP). Treat Broker as a discovery topic, not a documented flow.

05 · FinAlliance

FinAlliance Process

↗ Confluence PDF · 3.9 MB

11 · Broker Channel

Broker Channel Process

↗ Confluence PDF · 2.0 MB

03User Personas

Who actually touches the CRM in this team.

Role	Name	Notes
National Manager	Full User	Matthew Gatt
Mortgage & Investment Lending Specialist	Portal user	Rosanna Crino-Sprague
Mortgage & Investment Lending Specialist	Portal user	Mark Coombs
Mortgage & Investment Lending Specialist	Portal user	Dean Fox
Credit Analyst	Portal user	Rowena Dela Cruz
Loan Approvals & Settlements Manager	Portal user	Rona Jane Sioco
Money Coach	Full user	Stefan Hart
External Mortgage Broker	Portal user	Panel Brokers
e.g. Project Director	(name)
e.g. Marketing Coordinator	(name)

10 role(s) documented.

04Business Requirements

7 requirements · 5 must-haves.

Yellow MUST HAVE pills mark items targeted for Stage 1 Mission Migrate. Nice-to-haves can land in Stage 2 or behind a feature flag.

Source	Requirement / user story	Importance	Notes
5. FinAlliance	Email Templates Currently set up in Gmail	MUST HAVE
5. FinAlliance	Calendly Brokers have an account for booking as well as Money Coach	MUST HAVE
5. FinAlliance	Aircall Money Coach, Credit Analyst, Loan Approvals Manager	MUST HAVE
5. FinAlliance	Mercury Integration Rules to trigger an opportunity creation in Mercury when an Opportunity is allocated to an internal broker	MUST HAVE	Mercury X Salesforce document attached Mapping Requirements
5. FinAlliance	Closed Opportunity Automatic task or trigger to the broker noted on the file 48 hours post closure to follow up with client to check if there is still a refi opportunity even if the customer doesn't proceed with a purchase	Nice to have
11. Broker Channel	Call Customers via CRM As PECS , I want to talk to customers using Aircall	MUST HAVE
11. Broker Channel	Calendly As PECS , I want to book Discovery Workshop using calendly, booking DCs calendar	Nice to have

7 requirements · 5 MUST HAVE.

05Field Mappings

95 fields in scope for this department.

Department-specific fields are inline. Fields living on the cross-department reference pages (Leads Fields, Opportunity Fields, Property Stock Fields) are filtered to those flagged "Needed by this department" in the source — expand the relevant block.

5. FinAlliance 46

#	Field name	Data type
1	Opportunity Name	Text
2	Planner General Notes_MO	Text
3	Planner To BE Assigned_MO	Text
4	AC Term Deposit Outcome	Text
5	Stage	Drop Down
6	Type	Text
7	Account Name	Text
8	Account Phone	Text
9	Partner Name	Text
10	Partner Phone	Text
11	Partner Email	Text
12	Partner Email	Text
13	Strategy Session / PR Review Date_MO	Date
14	Property Selection Date_MO	Date
15	Property Report URL_CO	Document Link
16	Fact Find Sheet_MO	Document Link
17	Finance Broker \_MO	Drop Down
18	Preliminary Assessment Date_MO	Date
19	Preliminary Assessment Time_MO	Time
20	Potential AC Term Deposit	Text
21	Broker Estimated Next Purchase Date_MO	Date
22	Master Facility, Refi, Costs & Buffer_MO	Text
23	BC Following current purchase_MO	Text
24	Monthly Savings Capacity	Text
25	Activities required for next purchase_MO	Text
26	Finance Risk_MO	Check Box
27	Finance Risk Action Items_MO	Text
28	Available Cash for Deposits_MO	Text
29	Max. Purchase Price - Personal Name_MO	Text
30	Broker Quickli Link_MO	Link/Text
31	Number of Potential Purchases_MO	Text
32	BC & Multi Purchase Comments_MO	Text
33	Current Super Combined Balance_MO	Text
34	SMSF Max Purchase Price_MO	Text
35	SMSF, Contributions and Top Ups_MO	Text
36	Other Comments_MO	Text
37	Number of Potential SMSF Purchases_MO	Text
38	Activities Required for next SMSF_MO	Text
39	SMSF Consultant - Financial Planner_MO	Text
40	SMSF Appointment Date & Time_MO	Date/Time
41	SMSF Appointment Outcome_MO	Drop Down?
42	Entity Names_MO	Text
43	Estimated Rollover date_MO	Text
44	Balance in SMSF post rollover?\_MO	Text
45	SMSF Notes_MO	Text
46	Mercury to HubSpot Integration	Multiple Fields

11. Broker Channel 2

#	SF Object	HS Object	Section	Field name	Data type	Why / notes	Options
1				First Name	Text
2				Last Name	Text

Shared reference pages — filtered to this department

These fields live on the cross-department reference pages but were flagged as required by this department in the source.

Opportunity Fields

47 fields flagged for this department · out of 524 total on the page

Field label	API name	Data type
AC Term Deposit Outcome ↗	AC_Term_Deposit_Outcome__c	Picklist
Account Name ↗	AccountId	Lookup(Account)
Account Phone ↗	Account_Phone_Cal__c	Formula (Text)
Activities required for next purchase_MO ↗	Activities_required_for_next_purchase__c	Long Text Area(32768)
Activities required for next SMSF_MO ↗	Activities_required_for_next_SMSF__c	Long Text Area(5000)
Available Cash for Deposits_MO ↗	Available_Cash_for_Deposits_MO__c	Currency(18, 0)
Balance in SMSF post rollover?\_MO ↗	Balance_in_SMSF_post_rollover__c	Currency(18, 0)
BC & Mulit Purchase Comments_MO ↗	Property_Purchase_Price_Comments__c	Long Text Area(131072)
BC following current purchases_MO ↗	BC_following_current_purchases__c	Currency(18, 0)
Broker Estimated Next Purchase Date_MO ↗	Broker_Estimated_Next_Purchase_Date__c	Date
Broker Quickli Link_MO ↗	Broker_Quickli_Link__c	URL(255)
Current Super Combined Balance_MO ↗	Current_Super_Combined_Balance__c	Currency(18, 0)
Entity Names_MO ↗	Entity_Names__c	Text Area(255)
Estimated Rollover date_MO ↗	Estimated_Rollover_date__c	Date
Fact Find Sheet_MO ↗	Fact_Find_Sheet_MO__c	URL(255)
FinAlliance Mercury Status ↗	FinAlliance_Mercury_Status__c	Text(200)
Finance Broker_MO ↗	Finance_Broker__c	Picklist
Finance Risk Action Items_MO ↗	Finance_Risk_Action_Items__c	Text Area(255)
Finance Risk_MO ↗	Tight_Deal__c	Checkbox
Master Facility, Refi, Costs & Buffer_MO ↗	Refinance_Cash_Out_Comments__c	Text Area(255)
Max. Purchase Price - Personal Name_MO ↗	Max_Borrowing_Capacity__c	Currency(18, 0)
Monthly Savings Capacity_MO ↗	Monthly_Savings_Capacity__c	Text(255)
Number of Potential Purchases_MO ↗	Number_of_Potential_Purchases__c	Number(18, 0)
Number of Potential SMSF Purchases_MO ↗	Number_of_SMSF_Purchases__c	Number(18, 0)
Opportunity Name ↗	Name	Text(120)
Other Comments_MO ↗	Other_Comments__c	Long Text Area(131072)
Partner Email ↗	Partner_Email__c	Email
Partner Email_MO ↗	Partner_Email_AC__c	Formula (Text)
Partner Name ↗	Partner_Name__c	Text(200)
Partner Phone_MO ↗	Partner_Phone_AC__c	Formula (Text)
Planner General Notes_MO ↗	Coach_Notes__c	Long Text Area(32500)
Planner To Be Assigned_MO ↗	Planner_To_Be_Assigned__c	Picklist
Potential AC Term Deposit ↗	Potential_Income_Gen_Amount__c	Currency(18, 0)
Preliminary Assessment Date_MO ↗	Preliminary_Assessment_Date__c	Date
Preliminary Assessment Time_MO ↗	Preliminary_Assessment_Time__c	Time
Property Report URL_SO ↗	Property_Report_URL__c	Formula (Text)
Property Selection Date_MO ↗	Property_Presentation_Date__c	Date/Time
Salesforce Opp ID Mercury ↗	Salesforce_Opp_ID_Mercury__c	Formula (Text)
SMSF Appointment Date & Time_MO ↗	SMSF_Appointment_Date_TIme__c	Date/Time
SMSF Appointment Outcome_MO ↗	SMSF_Appointment_Outcome__c	Picklist
SMSF Consultant / Financial Planner_MO ↗	SMSF_Set_Up_By__c	Picklist
SMSF Max Purchase Price_MO ↗	SMSF_Max_Purchase_Price__c	Number(18, 0)
SMSF Notes_MO ↗	SMSF_Notes__c	Long Text Area(3000)
SMSF, Contributions and Top Ups_MO ↗	SMSF_Contributions_and_Top_Ups__c	Long Text Area(32768)
Stage ↗	StageName	Picklist
Strategy Session / PR Review Date_MO ↗	Coaching_Session_Date__c	Date/Time
Type ↗	Type	Picklist

06Validation Rules

0 Salesforce validation rules tagged to this department.

Each rule needs a HubSpot decision: keep as a property validation, replace with workflow, replace with required-field, or drop.

No Salesforce validation rules are tagged to this department in the source.

07Reporting Requirements

3 dashboards / reports referenced.

5. FinAlliance 2

#	Report / dashboard + linked Salesforce records
1	External Brokers - Partner Community Folder
1	Broker Opportunity Tracking Report

11. Broker Channel 1

#	Report / dashboard + linked Salesforce records
1	Total Leads by Lead Magnet by Timeframes

3 reports/dashboards.

08Integrations

Third-party tooling used by this department.

Source	Application	Used by / purpose
5. FinAlliance	Mercury	All Team
5. FinAlliance	Quickli	All Brokers
5. FinAlliance	Aircall	Money Coach, Credit Analyst, Loan Approvals
11. Broker Channel	Website	All PECS

09Security & Access

Permission matrix for this team.

5. FinAlliance 4

Object	Who	Create	Read	Update	Notes
Opportunity	Marketing	X	X	X	Private viewership for all brokers
Customer Account
Report					Only for internal users - Matt, Stefan and not brokers.
Dashboard					Only for internal users - Matt, Stefan and not brokers.

11. Broker Channel 5

Object	Who	Create	Read	Update	Notes
Lead	Marketing	X	X	X	Private viewership
Customer Account
Opportunity
Report
Dashboard

10Open Actions

4 commitments still open.

Source	Action	Owner	Deadline	Raised by	Status
5. FinAlliance	Rationalise the role names	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	Update opportunity fields on this link in FinA coloumn. Mark all brokers see. https://alliancecorp.atlassian.net/wiki/spaces/PM/embed/26673154	@Tom McCallum	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	confirm process map and share any updates made	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	Update security and access based on roles	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open

4 actions · all open in source.

11Out of Scope (Stage 1)

0 items parked.

No items explicitly flagged out-of-scope for Stage 1 in this department.

12Parking Lot

Open questions awaiting decisions.

No parking-lot items captured for this department.

13Supporting Docs

External references linked from the source pages.

No supporting documents linked from the source pages.

14Cross-links

Other department discovery pages.

Tranche	Position	Department
Sales-side · Tranche 1	1/5	Property Education Consultants (PEX)	View →
Sales-side · Tranche 1	2/5	Discovery Team	View →
Sales-side · Tranche 1	3/5	Wealth Planning (PWP)	View →
Sales-side · Tranche 1	4/5	Finalliance (Finance + Broker)	You are here
Sales-side · Tranche 1	5/5	Acquisitions	View →
Back-office · Tranche 2	1/4	Contracts	View →
Back-office · Tranche 2	2/4	Settlement	View →
Back-office · Tranche 2	3/4	Accounts	View →
Back-office · Tranche 2	4/4	Membership (+ Aircall)	View →