The BOS Broker Portal is Bank of Sydney’s BOSbroker site for accredited Australian brokers. It provides current product information, interest rates, broker resources and access to the bank’s Apply Online system.
For mortgage brokers, BOSbroker is where they can check whether a Bank of Sydney product suits a client, prepare the supporting documents and lodge the application through the bank’s current channel. Apply Online then records the application’s progress through the lender’s workflow.
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Check the product before starting an application
BOSbroker publishes Bank of Sydney’s home loan and business lending options. Start with the current product page when assessing a purchase, investment loans or refinancing request. Read the important product information with the rate page before discussing a recommendation with the client.
Record the product name and the date you checked the lender material. If the client’s circumstances or requested structure change, repeat the product check before lodgement.
Confirm accreditation and Apply Online access
Bank of Sydney directs aggregators to contact BOSbroker about accreditation. Follow the current process supplied by the bank and your aggregator before entering a client file.
A registered Apply Online user can request accreditation from a supported lender. Registration also provides the application workflow used to enter and submit a loan application. Confirm that your access is active before you begin lodgement.
Prepare the file for the published service level
Bank of Sydney states that every application service level depends on receipt of all required documents. A fast assessment therefore begins with a complete file. Match the application figures to the supporting evidence and resolve missing documents before submission.
Have you checked your trail book for missing trail?
Track My Trail makes it easy for brokers to keep track of lost & gained trail, discover clients who have paid off big chunks of their loans, and identify your most profitable clients.
Get Track My Trail for free today - no credit card required.
The current service-level page lists two business days for approval of a simple PAYG purchase or refinance application and five business days for a complex application. It lists three business days for simple document preparation, five for complex document preparation and 20 business days for discharges. Check the live page before giving the client a timing update.
Lodge and track the application
Use Apply Online to enter and submit the loan application. The same system lets a registered user track its status as it moves through the lender’s application workflow.
Save the application reference in the client file. Check Apply Online before contacting the bank, then record any request for further information and the person responsible for the response.
Use current rates and broker resources
Open the current interest rates page before quoting a Bank of Sydney product. Use the broker resources and important product information for the live scenario, then retain the version or date used in your advice record.
Bank of Sydney material can support product learning within your wider professional development. Keep industry networking and referral activity in the separate channels your brokerage uses for those jobs.
Keep the brokerage record up to date
Record client communication, advice and follow-up tasks in your approved customer relationship management system. Keep that record consistent with confirmed Bank of Sydney application events so another team member can understand the file.
This routine supports clear client relationships: check the current product, submit a complete application, track the lender status and update the client from confirmed information.
