The ALI Group Broker Portal is the online hub authorised Australian mortgage brokers use to arrange loan protection through ALI Group, the specialist behind My Protection Plan. Its centre of gravity is the Online Application (OLA) form, which replaces paper-based protection applications with a digital submission completed alongside the loan.
This guide explains what the portal does, how authorisation works, where it fits in your workflow and how to avoid the mistakes that delay cover for clients who need it.
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What Is The Ali Group Broker Portal?
ALI Group operates in the gap between a home loan and the financial hardship that can follow illness, injury or death. My Protection Plan gives borrowers a simple protection option their broker can arrange without a full financial-advice engagement, and the portal is how brokers deliver it: log in, complete the OLA form with the client present and submit it for processing. Used this way, it slots directly into the application process rather than becoming a separate project for later.
Getting Authorised To Use It
You cannot simply create a login. Offering ALI’s products means acting as an authorised representative under ALI Group’s Australian Financial Services Licence, which carries obligations beyond standard lender accreditation. The path runs through an expression of interest, a conversation with the ALI team about your business, an authorisation application, an online training module and a face-to-face session with your dedicated BDM. Once authorised, you are covered under ALI’s professional indemnity arrangement for that activity, so your existing credit-focused PI cover does not need to change.
Making The OLA Form Part Of Every Deal
The brokers who get value from the portal treat protection as a standard agenda item at appointment rather than an optional extra raised at settlement. Complete the OLA form while the client is in front of you, because signatures and client details are hardest to chase after the fact. Where your CRM integrates with ALI’s systems, client details can carry across pre-populated, which removes rekeying errors; otherwise, double-check names, loan details and contact information before submitting, because those fields drive the policy.
A common mistake is mentioning protection once, early in the process, then letting it vanish under paperwork pressure. Decide what you will say at which appointment, and make the OLA form part of that script so every client hears the option from someone qualified to explain it.
Training And Support
Your BDM is the first line of support for product questions and compliance boundaries, so use them early rather than improvising answers to client questions. Beyond the portal, talking protection with peers helps: networking with brokers who already write loan protection regularly shows you how they raise the conversation without derailing the loan discussion.
Portal features and processes evolve, so treat this article as orientation rather than procedure and rely on the current guidance inside the portal and from your BDM when submitting.
If you are not yet authorised, start the conversation with ALI Group this month and complete the training module as soon as it arrives. If you are authorised but have not offered protection recently, pick your next three appointments, raise My Protection Plan using your usual fact-find moment, and submit one OLA form end to end to refresh the habit.
