Team Wiley integrates seamlessly with Finmo to automatically sync data. For other platforms, such as Velocity, Scarlett, or Filogix, users can manually update pipeline stages. Additionally, Team Wiley supports connections to other tools using RESThooks, Zapier, or APIs, allowing for advanced integrations tailored to your needs.

Team Wiley is designed for a single broker but supports adding staff like admin and underwriters. We do not charge per seat like other platforms. For larger teams or multiple brokers, custom solutions are available. Contact us for a tailored quote to meet your needs.

Team Wiley provides fully customizable templates, workflows, and branding options. Support includes account setup, connecting Finmo, and a 1-on-1 onboarding session. Ongoing help is available via live chat, ticketing, and weekly training!

Use the provided templates or build your own process from scratch — the choice is entirely yours. You also have the flexibility to customize our existing templates, adjust them to fit your workflow, and expand on them as your needs evolve.

Yes, Team Wiley’s API servers are located in Canada to ensure secure data storage. There is no subscription fee; however, data usage is billed under a data plan. Billing for the data plan is in CAD, while data charges related to text messaging and AI tools are in USD.

A one-time $10 USD (approximately $14 CAD) account credit is applied at sign-up and used to cover data charges as they are incurred. Once this credit is depleted, an additional $10 USD credit will automatically be applied to your account.