For an accredited mortgage broker, the Adelaide Bank Broker Portal is the secure online workflow used to send supporting documents for an Adelaide Bank loan application. Adelaide Bank calls its current broker document service DocSend.
DocSend uses your broker accreditation details and lender reference to route files to the bank. It also provides an upload receipt and a transaction history, so you can check whether a document upload completed or failed.
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What is Adelaide Bank Broker Portal?
Adelaide Bank DocSend is a web interface for bank partners, including accredited mortgage brokers. Brokers use it to upload supporting documents after lodging an application through an Adelaide Bank-recognised online channel.
DocSend handles document transmission. Your loan submission channel remains the place where the application is lodged and where the lender application reference is created. Keep both records because an upload status covers the documents sent through DocSend.
Adelaide Bank Connect is a separate information portal for authorised mortgage-manager partners. It includes loan tracking, contract delivery and reporting for those partners. Use the access supplied under your own accreditation.
How brokers get access
A mortgage broker can request DocSend access from the Register link on the DocSend home page. Adelaide Bank Partner Assist processes the request and sends the credentials to the nominated email address.
Each mortgage broker receives individual credentials. Your Broker/Div Code is the username. Adelaide Bank’s DocSend guide says the broker password expires every 180 days and can be reset through Partner Assist.
Use the login address supplied by Adelaide Bank. Keep your credentials private and check an unexpected password prompt with Partner Assist before entering client information.
What to prepare before an upload
Complete the normal application process before sending supporting files. You need the applicant’s name, your Broker/Div Code and the reference produced by the application channel.
Open every document before upload. Check that it belongs to the applicant, is readable and contains the current information requested by the bank. DocSend accepts common document formats, but the permitted formats depend on the document group and submission method.
Individual files have a 100 MB limit. A complete upload can contain up to 150 files with a combined limit of 300 MB. Split an oversized document before you start the upload.
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How to upload mortgage documents
- Sign in to DocSend with your Broker/Div Code and password.
- Select the Mortgages document group if DocSend asks you to choose a group.
- Choose the submission method that matches the application.
- Enter the applicant details and the required lender reference.
- Add the supporting files and check the file list before submission.
- Submit the upload, then save the receipt and its unique Upload ID.
DocSend scans and converts the uploaded files before routing them. Once an upload is complete, you cannot change the submitted files. Start another upload with the same application details when the bank needs more documents.
Choose the correct submission method
Broker Online Submission
Choose Broker Online Submission when the residential application was lodged online and Adelaide Bank issued a nine-digit lender application reference. Enter that reference exactly so DocSend can match the files to the application.
OLAS Submission
Choose OLAS Submission when the application was lodged through OLAS. Use the six-digit STP number issued by OLAS or the eight-digit WIN provided by the bank, according to the application record.
Top-ups, product conversions and commercial lending
Use this method for the transaction types named in the option. A change to existing loan terms can require its own documents and reference. Follow the bank’s current request for that file.
Do not use this method for documents that belong to a Broker Online Submission or an OLAS Submission. The selected method controls where DocSend routes the upload.
Check the upload result
The receipt confirms that DocSend accepted the upload transaction. Its Upload ID lets you find the record in Transaction History. You can also request an email confirmation for a successful transmission.
Transaction History shows each upload and its document status. If a file fails, review the failed item and replace or resend it. Partner Assist may contact you with the reason for the failure.
An upload record is a document status. Check the lender application record separately for assessment conditions, credit progress and the lending decision before updating the client.
Support and partner reporting
Use Adelaide Bank Partner Assist for DocSend access, password and upload questions. The Adelaide Bank IT Help Desk handles technical issues. Current contact details and operating hours appear in the Help section inside DocSend.
Mortgage-manager partners with Adelaide Bank Connect access can use its commission, sales and portfolio reporting tools. These functions apply to the access granted to that partner account.
Get the most from the Adelaide Bank broker workflow
Match the submission method and lender reference before adding files. Save the receipt in the client record, then use Transaction History to resolve failed documents. Check the loan application record before reporting credit progress to the client.
This sequence keeps the document trail clear and gives the next person working on the file the reference needed to continue.
