Finance

Harbourline Finance Client Portal

Harbourline Finance · Sydney, NSW · 2025

A secure client portal and lead-generation website for a Sydney finance firm — calculators, applications and tracking built in.

+128%
Qualified Leads
-40%
Cost Per Lead
99.9%
Uptime
Harbourline Finance Client Portal
The challenge

Where they started.

Paid ads were sending traffic to a brochure site with no way to qualify or capture it — the cost per lead kept climbing while conversions fell. Client documents moved over email, which compliance flagged as a risk.

What we built

Our solution.

We built a lead-generation site with interactive borrowing calculators feeding straight into their CRM, plus a secure client portal for documents and application tracking. Every enquiry is scored and attributed, so ad spend goes where it converts.

Web App Next.js PostgreSQL Calculators CRM
The results

What changed.

  • Qualified leads up 128% on the same ad budget
  • Cost per lead down 40%
  • Document handling moved off email entirely
  • 99.9% measured uptime since launch
★★★★★
“We're in Sydney, TVDM is in WA, and it has never mattered once. Clear communication, honest reporting and our ads finally profitable because the website converts.”
Priya Sharma
Director, Harbourline Finance
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