Infynity CRM by Finsure: Everything You Need To Know

Infynity is the broker CRM developed for members of Finsure, a leading aggregator in Australia’s mortgage market. Brokers have used it for client records, workflow and loan-file administration.

Finsure announced Metanoia in 2026 as a staged replacement for Infynity, with full migration described for 2027. This makes Infynity a current-status question as well as a tool for brokers: confirm which platform your office uses now and what Finsure plans to move it to.

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What Infynity does

Infynity was built for Finsure members to manage contacts, documents and broker workflow. Finsure has also promoted tools for lead nurturing, keeping client relationships beside the loan file and supporting customer service follow-up.

The available screens and feature names may depend on where an office sits in the Metanoia rollout. Ask Finsure to demonstrate the live platform assigned to your business instead of relying on an older Infynity feature list.

Cost and access

Infynity has been supplied through Finsure and described as part of Finsure’s aggregator fees. That does not confirm the current price for Metanoia, extra user access or optional services. Request the fee schedule for the platform your office will use.

The 2022 technology award

Infynity won Technology Platform of the Year at The Adviser’s 2022 Australian Broking Awards. The award records the platform’s position at that time. It does not answer which CRM a Finsure broker will use after the staged Metanoia migration.

How to assess the platform you will use

  1. Ask Finsure whether your business uses Infynity or Metanoia today and whether a migration date has been set.
  2. Run a sample residential file through the assigned platform, including client details and document collection.
  3. Check where the team must re-enter information and what data can be exported.
  4. Get the current fee sheet and written broker workflow for the platform your office will use.

Base the decision on the live system and migration terms that apply to your business. A demonstration using your normal file path will show whether the CRM supports the team’s process and what must change before a move.

Track My Trail Team

We develop software to simplify trail book management for mortgage brokers. Our tools provide fast and practical insights to help brokers get the most out of their trail books.