Need to know
Everything you need to know about using the My Personal Broker Client Portal.
Creating an account is quick and easy. Simply click the registration button, enter your details, and follow the prompts to set up your secure account. Once registered, you'll be able to apply for a loan, upload documents, and track your application online.
The portal allows you to:
Yes. We use secure technology and industry-standard encryption to help protect your personal and financial information. Your data is handled in accordance with our Privacy Policy and security procedures.
Yes. Once you've created an account, you can log in at any time to continue your application, upload additional documents, or check the status of your loan.
Depending on the type of loan and lender requirements, you may be asked to provide:
Our team will guide you through any requirements specific to your application.
Many applications receive an outcome within 24 to 48 hours, although processing times can vary depending on the lender and the information provided.
Yes. The portal can be used to apply for a range of personal finance solutions including:
Our team is here to help. If you have questions about your application, need assistance uploading documents, or would like help understanding your loan options, simply contact us and one of our finance specialists will be happy to assist.
If you have been referred by one of our approved broker partners or finance specialists, please use the unique link they provided when creating your account. This helps ensure your application is correctly linked to your referrer.