Broker Portals: Australian Lender Login Guides
A broker portal is a lender-run website where accredited brokers manage applications and access that lender’s resources. Brokers also call these sites broker hubs.
Find your provider’s login guide below. Home lenders, other finance providers and insurance partners have separate groups, with closed or renamed portals listed afterwards.
Guides
65 guides- Ali Group Broker Portal: What Is It (And How To Get The Most Out Of It)
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.…
- AMP Bank Broker Portal: Login and Lodgement
Before you write an AMP Bank loan, find the official AMP broker login, check accreditation and lodgement routes, and see where AMP Bank commission appears.
- ANZ Broker Portal: Login and ANZ Qualify
Looking for the ANZ broker login? See how accredited brokers sign in to the ANZ Broker Portal, get set up and use ANZ Qualify for pricing and LMI checks.
- Athena Broker Portal: What Is It (And How To Get The Most Out Of It)
The Athena Broker Portal is the digital hub behind the broker portal experience at Athena Home Loans, the Australian digital lender founded in 2019. Accredited mortgage brokers use it to lodge and track applications, receive real-time status updates, complete information requests and monitor their whole Athena pipeline from one dashboard.…
- Bluebay Home Loans Broker Portal and Login
Searching for the Bluebay Finance broker portal? Brokers still sign in at Bluebay Brokers. See what the login confirms and how Resolve Home Loans fits in.
- BOQ Broker Portal: Existing Customers Only
BOQ's broker portal now serves existing BOQ customers only. Check what the hub still offers, the accreditation steps and where new BOQ Group clients go.
- Brighten Broker Portal: What Is It (And How To Get The Most Out Of It)
The Brighten Broker Portal is an online channel for accredited brokers to submit scenarios, upload documents and track applications with Brighten. Brokers get the most from it when client data is complete, evidence is named clearly and every outstanding condition has an owner. Confirm current access and functions with Brighten…
- CGU Broker Portal and MarketPlace Login
Before you sign in to the CGU broker portal, check which route your business uses: CGU MarketPlace for brokers or the existing login for agency partners.
- CommBroker: Commonwealth Bank's Broker Portal
Use CommBroker for CBA files: get accredited, check policy and forms before lodging, and use Broker Customer Connect for clients who need banking help.
- Finance One Broker Portal: What Is It (And How To Get The Most Out Of It)?
The Finance One Broker Portal is the lender's online workspace for accredited brokers to submit and manage applications. It can reduce manual follow-up when the broker uses current product rules, uploads complete evidence and checks outstanding conditions inside the portal. Portal access does not replace lender policy or responsible lending…
- Firstmac Broker Portal: Broker Tools Explained
The Firstmac broker portal now goes by Broker Tools. Run the Debt Service Calculator, track applications and see how it differs from Track My Trail.
- Granite Home Loans Broker Portal and Loanapp
When you write for Granite Home Loans, start at its broker portal: pick the right accreditation form, the Loanapp lane for your CRM and a current product.
- HSBC Broker Portal After the Retail Exit
HSBC no longer takes new home loans and is selling its loan book. What does its broker portal still do, and does your trail continue after the sale?
- IMB Broker Portal: What Is It (And How To Get The Most Out Of It)?
The IMB Broker Portal is IMB Bank's online platform for accredited brokers writing its home loan products. It handles the practical loop of a lending relationship: submitting applications, tracking their progress, exchanging documents and communicating with the bank's team. This guide explains what the portal does for mortgage brokers, how…
- Latitude Broker Portal: Quotes and Submissions
Get Latitude accredited, then use its broker portal for soft-quote Personal Loan rates and Asset Loan submissions. See where it helps a mortgage broker.
- Liberty Broker Portal: Login and Accreditation
Liberty's broker portal is where accredited brokers lodge and track Liberty loans. Find the right Liberty broker login, accreditation steps and support.
- Lumi Broker Portal: What Is It (And How To Get The Most Out Of It)?
The Lumi Broker Portal is the partner platform behind Broker Portal arrangements with Lumi, the Australian lender specialising in small-business loans and lines of credit. Registered brokers use it to submit client applications and documents, follow each deal with real-time status updates and track their commission outcomes in one place.…
- Maximising Benefits from the BOS Broker Portal by Bank of Sydney
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…
- NAB Broker Portal: Accreditation and Lodgement
Before you lodge with NAB, confirm your broker accreditation, pick the residential or commercial pathway and see where Advantedge and Citi loans went.
- Now Finance Broker Portal: What Is It (And How To Get The Most Out Of It)
The Now Finance Broker Portal is the lender's accredited-broker platform for writing its two consumer products: the no-fee NOW Personal Loan and the NOW Auto Loan. It matters to brokers because it combines guaranteed client rates, an online application that runs about ten minutes with a decision typically targeted within…
- People First Bank Broker Portal (Heritage)
Heritage and People's Choice brokers now work through People First Bank. See where new business goes and what the legacy Heritage site still handles.
- Plenti Broker Portal: What Is It (And How To Get The Most Out Of It)?
The Plenti Broker portal lets accredited brokers quote eligible products, submit applications, track live deals and upload or download documents. Plenti's current broker material also lists calculators and portal live chat support. Products and portal steps can change. Check the live Plenti broker resource hub before giving a client a…
- Prospa Broker Portal and Prospa IQ Quotes
Prospa IQ gives partners an indicative business-funding quote and a lead to submit, but a quote from the Prospa broker portal is not a credit approval.
- Regional Australia Bank Broker Portal Access
Want to write Regional Australia Bank home loans? You need an authorised arrangement and its current lodgement channel. Member banking logins are separate.
- Resimac Broker Portal: BrokerZone and RESIQ
Resimac's broker portal is BrokerZone. Find its calculators and identity checks, submit through RESIQ and follow settlement in Loantrak after approval.
- Shift Broker Portal: What Is It (And How To Get The Most Out Of It)?
The Shift broker portal, known as Shift Connect, is the online platform Australian brokers use to access Shift's business finance products, built around the needs of self-employed clients. It combines a fast application workflow, automatic company data retrieval from the Australian Business Register and ASIC, and real-time visibility of every…
- St.George and Bank of Melbourne Broker Portal
St.George, Bank of Melbourne and BankSA brokers share BrokerHub, but each brand keeps its own products, accreditation checks and year-end cut-offs.
- Steadfast Broker Portal: What Is It (And How To Get The Most Out Of It)
The Steadfast Broker Portal is the online platform for brokers inside the Steadfast network, which is Australasia's largest general insurance broker network. It gives member insurance brokers a login hub at broker.steadfast.com.au for policy work, market access and network resources rather than serving as a public tool. For mortgage brokers,…
- Teachers Mutual Bank and UniBank Broker Portal
One broker accreditation covers Teachers Mutual Bank, UniBank and the group's other brands, while member eligibility decides which brand fits the client.
- Thinktank Broker Portal: Tools and Forms
Thinktank's broker portal holds its serviceability tools, current forms and policy for commercial, SMSF, private and residential files. See how to use it.
- ubank Broker Portal: Broker Flow and Lodgement
Before you send a ubank file, confirm your aggregator's arrangement, then use Broker Flow for live statuses, digital tasks and Smart Statement reuse.
- Vero Broker Portal: Quotes, Policies and Claims
Use the Vero broker portal to fetch wordings, check underwriting appetite and lodge small claims online. Learn how registration and access work.
- Westpac BrokerHub: Using the Broker Portal
What can Westpac BrokerHub do for your files? Lodge deals, track applications and request pricing in the Westpac broker hub, then know when to call a BDM.
- What Is Adelaide Bank Broker Portal By Adelaide Bank? (And How To Get The Most Out Of It)
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.…
- What Is Allianz Broker Portal By Allianz? (And How To Get The Most Out Of It)
Here is the correction most articles about the Allianz Broker Portal miss: Allianz Australia does not offer mortgage brokers a policy-administration or claims portal. Its mortgage-broker channel is a no-advice Referral Program, available through participating aggregator groups, where you refer clients to an Allianz Insurance Specialist who handles the insurance…
- What Is Australian Military Bank Broker Portal By Australian Military Bank? (And How To Get The Most Out Of It)
The Australian Military Bank Broker Portal exists and the bank's current broker guide names its address. How applications actually reach the bank is more specific than most write-ups suggest: home loans are submitted through your aggregator software, while personal and car loans follow a separate broker application path. The bank's…
- What Is Auswide Bank Broker Portal By Auswide Bank? (And How To Get The Most Out Of It)
The Auswide Bank Broker Portal is the lender's web platform for accredited brokers, launched in October 2023 to show application workflow status and link through to supporting systems, then upgraded during the following financial year. One fact has changed since most brokers last looked: the February 2025 merger made Auswide…
- What Is Bank Australia Broker Portal By Bank Australia? (And How To Get The Most Out Of It)
Bank Australia's Broker Portal setup is actually two systems plus a well-stocked broker area: a Direct broker ApplyOnline portal for submitting and managing applications, and a separate secure portal for valuation requests. Around those sit the bank's public broker pages carrying current rates, service levels, forms, calculators, underwriting policy and…
- What Is Bank First Broker Portal By Bank First? (And How To Get The Most Out Of It)
Bank First Broker Portal is the bank's secure Broker Resource Centre for its accredited broker channel. Bank First presents a broker portal login on the centre and keeps broker request pages and broker news inside the same area. A broker uses this channel alongside the application route supplied by Bank…
- What Is Bankwest Broker Portal By Bankwest? (And How To Get The Most Out Of It)
The Bankwest Broker Portal is live and genuinely useful for accredited brokers: it carries active applications, existing loans, product and policy information, pricing, valuations, digital ID and the DocBox document service. For mortgage brokers, two tools deserve learning first. App Tracker shows application stages, dates, case-owner details and comments, with…
- What Is Bcu Broker Portal By Bcu? (And How To Get The Most Out Of It)
The BCU Broker Portal is the lender's Broker Hub: a 24/7 online area where accredited brokers find BCU Bank's product information, policy documents, calculators and lodgement options in one place. This article covers what the hub contains, how applications are lodged and tracked, when broker support is actually available, and…
- What Is Bendigo Bank Broker Portal By Bendigo Bank? (And How To Get The Most Out Of It)
The Bendigo Bank Broker Portal is the secure website behind Bendigo Bank's third-party home lending channel for accredited brokers. It carries the bank's broker guides, forms, product information and support contacts. For mortgage brokers, the practical picture matters more than the label: applications are lodged and tracked in ApplyOnline, while…
- What Is Better Choice Broker Portal By Better Choice Home Loans? (And How To Get The Most Out Of It)
The Better Choice Broker Portal is Better Choice Home Loans' online area for accredited residential and commercial brokers. It brings together current rates, fact sheets, calculators and lodgement paths for the lender's products, split into separate residential and commercial sections. This article walks through what the Broker Portal provides, how…
- What Is Beyond Bank Broker Portal By Beyond Bank? (And How To Get The Most Out Of It)
Look for a Beyond Bank Broker Portal and you will find something better defined than most articles suggest: the bank's broker home-loan channel runs through NextGen's ApplyOnline platform, so your lodgement workspace is one you may already use across other lenders. Beyond Bank is a 100 per cent member-owned bank…
- What Is Bluestone Broker Portal By Bluestone? (And How To Get The Most Out Of It)
The Broker Portal question around Bluestone has a practical answer: the lender's Broker Hub gives brokers one place to reach its product range, online credit policy, product guide, BDM contacts, calculators, forms and broker resources. Bluestone describes itself as an Australian non-bank mortgage lender that works with brokers, and its…
- What Is Go Edge Broker Portal By Go Edge? (And How To Get The Most Out Of It)
The GO Edge Broker Portal question now comes with dates attached: GO Edge sits under Advantedge (part of the NAB Group) and Advantedge stopped accepting new home-loan applications from 30 September 2025 ahead of a full migration to NAB. For mortgage brokers, the practical position is this: existing Advantedge-funded loans,…
- What Is Great Southern Bank Broker Portal By Great Southern Bank? (And How To Get The Most Out Of It)
Great Southern Bank runs a login-protected brokers area on its website, and that authenticated space is the closest thing to an official Great Southern Bank Broker Portal. What the bank does not publish is any evidence for the detailed feature lists attached to this portal in older articles. The lender…
- What Is HomeStart Finance Broker Portal By HomeStart Finance? (And How To Get The Most Out Of It)
The Broker Portal at HomeStart Finance centres on the HomeStart Broker login, which is the entry point brokers use to create quotes and reach the lender's broker materials. Support around it includes a scenario helpline, Business Development Specialists, tools, calculators, resources, webinars and the lender's Assessor's Tips. This article explains…
- What Is Honey Insurance Broker Portal By Honey Insurance? (And How To Get The Most Out Of It)
The Broker Portal question around Honey Insurance has a specific answer for Australian mortgage and finance brokers: Honey connects with broker groups through embedded digital referral journeys rather than a single open portal that anyone can sign into. Its home-insurance quotes can be run online in about three minutes, and…
- What Is Hume Bank Broker Portal By Hume Bank? (And How To Get The Most Out Of It)
The Hume Bank Broker Portal is the common name for Hume's restricted broker application route. Hume provides a branded application login and a documented credit procedure for accredited brokers handling consumer lending. This route is narrower than an all-in-one broker platform. Hume's application documents also direct people to separate services…
- What Is ING Broker Portal By ING? (And How To Get The Most Out Of It)
The ING Broker Portal is a working platform for accredited brokers: you can submit and track home-loan applications, view existing loans and valuations, read credit policies and run the bank's credit, serviceability and LMI calculators. For mortgage brokers, one feature stands out in daily use: accredited users can order residential…
- What Is Judo Broker Portal By Judo? (And How To Get The Most Out Of It)
Judo's broker portal is a practical name for its accredited commercial-broker channel. The channel connects an accredited broker with Judo's relationship banker to support the customer. Judo's model connects the customer, broker and relationship banker. A broker gets the most from the channel by preparing the transaction before speaking with…
- What Is La Trobe Financial Broker Portal By La Trobe Financial? (And How To Get The Most Out Of It)
La Trobe Financial runs an online portal serving borrowers, advisers and brokers, known on its website as the Broker Portal. For brokers it works as the lender's account-management surface: register once, log in and view loan details for your clients through the Account Management Hub. This article explains what the…
- What Is Ma Money Broker Portal By Ma Money? (And How To Get The Most Out Of It)
The MA Money Broker Portal is the broker area of a non-bank lender that specialises in borrowers outside mainstream boxes. It gathers loan solutions, product information, calculators, submission forms, fact sheets, guides and accreditation details in one place, while applications themselves lodge through NextGen ApplyOnline using MA Money's published guides.…
- What Is Macquarie Broker Portal By Macquarie Bank? (And How To Get The Most Out Of It)
The Macquarie Broker Portal is Macquarie Bank's online workspace for brokers and their authorised support staff. Macquarie currently says the portal tracks applications and provides current-client information. Brokers can also use live chat. Use the portal first to check an application, review a client's current facility or ask a routine…
- What Is Me Bank Broker Portal By Me Bank? (And How To Get The Most Out Of It)
ME Bank's broker portal is its broker hub: the login area holding documents, forms, calculators, the full credit policy with requirements and pricing. Brokers who cannot access it are directed to their ME Business Development Manager, which tells you how central the hub is to writing ME deals. This article…
- What Is Mortgage Ezy Broker Portal By Mortgage Ezy? (And How To Get The Most Out Of It)
Mortgage Ezy Broker Portal is the restricted Partners' Area for accredited Mortgage Ezy business partners. It combines provider broker software functions for researching Mortgage Ezy products, submitting applications and checking deal progress. The Broker Portal supports the lender workflow. Brokers still need their approved client record for authorities, disclosures, research…
- What Is Move Bank Broker Portal By Move Bank? (And How To Get The Most Out Of It)
The MOVE Bank Broker Portal goes by an official name: the Broker Hub. It is a public resource centre carrying submission documents, product information, calculators, support contacts and accreditation links rather than a private dashboard behind a login. For mortgage brokers, two practical facts frame everything else. MOVE Bank works…
- What Is Newcastle Permanent Broker Portal By Newcastle Permanent? (And How To Get The Most Out Of It)
The Newcastle Permanent Broker Portal is a practical name for the lender's accredited broker channel. Current Newcastle Permanent material confirms that authorised brokers can distribute its home loans through approved aggregator groups. The most effective workflow begins with accreditation. Confirm the product's distribution rules, prepare the customer's financial evidence and…
- What Is P&N Bank Broker Portal By Police & Nurses? (And How To Get The Most Out Of It)
The Broker Portal question at P&N Bank resolves into a Broker Hub plus two industry platforms: the hub holds product and policy information, calculators and other broker resources around the clock, while applications lodge through NextGen ApplyOnline or Simpology, where the bank provides real-time information about how a deal is…
- What Is Pepper Money Broker Portal By Pepper Money? (And How To Get The Most Out Of It)
The Pepper Money Broker Portal is a genuine working platform for accredited brokers, and its two headline tools do real jobs: Product Selector finds indicative product options for home loan clients, while App Tracker carries application status, credit messaging, alerts and document management in one place. For accredited mortgage brokers,…
- What Is Qudos Bank Broker Portal By Qudos Bank? (And How To Get The Most Out Of It)
The Broker Portal situation at Qudos Bank changed fundamentally in the 2025 merger with Bank Australia: from 1 June 2026, Qudos Bank stopped accepting new lending customers, and new business now runs through Bank Australia products and systems under Bank Australia accreditation. Existing Qudos Bank customers can continue to lodge…
- What Is Redzed Residential Broker Portal By Redzed Residential? (And How To Get The Most Out of It)
RedZed's Broker Portal is called Introducer Connect, and it is built around the work RedZed is known for: self-employed borrowers who do not fit standard bank templates. Accredited brokers use it to check loan-application status, review their portfolio, access the Self-Employed Broker Academy, redeem RedZed Benefits and pull RedZed's broker…
- What Is Victorian Mortgage Group Broker Portal By Victorian Mortgage Group? (And How To Get The Most Out Of It)
Victorian Mortgage Group Broker Portal is VMG's online broker channel for accreditation, current documents, scenario submission and business development manager support. VMG works exclusively with accredited Broker Portal users when they submit a lending scenario. Accredited mortgage brokers can use the channel to download application documents, test a complex scenario…
- WLTH Broker Portal: What Is It (And How To Get The Most Out Of It)?
The WLTH Broker Portal gives accredited brokers access to current rate cards, calculators, applications, policy documents and broker updates. The live portal currently presents these resources from its main dashboard. Use the portal as the current source for WLTH submission material. Product policy and document requirements can change, so do…
What Broker Portals Handle
Broker portals handle the lender’s part of a loan application. Accredited brokers use them to lodge applications, upload documents and follow conditional approvals or valuations.
Portals also hold credit policy and calculators. Some are resource hubs that link to a separate lodgement system, such as ApplyOnline or Loanapp. Features differ by lender.
For example, Adelaide Bank’s DocSend handles supporting documents, while Bankwest’s App Tracker shows application progress. Your lender portal sits beside your brokerage’s client record.
Lender Broker Portal Directory
Choose a lender below to find its portal guide and the policy guide beside it. The portal guide explains access and the systems used for that provider.
Westpac and Bank of Melbourne use BrokerHub. The St.George group’s shared name does not remove each brand’s accreditation or policy requirements. Use the St.George group policy guide for that group and the lender policy directory for credit guidance.
| Provider and Portal Guide | What It Handles | Lender Policy Guide |
|---|---|---|
| Adelaide Bank | DocSend supporting-document uploads | Use provider resources |
| ANZ | Residential broker access and application resources | ANZ policy |
| Athena | Home-loan applications and status updates | Athena policy |
| Australian Military Bank | Broker resources and submission pathways | Australian Military Bank policy |
| Auswide Bank | Application workflow and broker resources | Auswide Bank policy |
| Bank Australia | ApplyOnline lodgement and valuation access | Bank Australia policy |
| Bank First | Broker Resource Centre and request pages | Bank First policy |
| Bank of Melbourne - BrokerHub | Brand-specific lodgement and pricing requests | Bank of Melbourne policy |
| Bank of Sydney - BOSbroker | Product resources and Apply Online access | Bank of Sydney policy |
| Bankwest | App Tracker and DocBox document handling | Bankwest policy |
| BCU Bank | Broker Hub policy and lodgement resources | Use provider resources |
| Bendigo Bank | Broker guides and ApplyOnline workflow | Bendigo Bank policy |
| Better Choice | Residential and commercial lending resources | Better Choice policy |
| Beyond Bank | Home-loan submissions through ApplyOnline | Beyond Bank policy |
| Bluebay Home Loans | Broker sign-in and access support | Bluebay Home Loans policy |
| Bluestone | Broker Hub credit policy and calculators | Bluestone policy |
| BOQ | Existing-customer broker lending and resources | Use provider resources |
| Brighten | Scenarios and application document handling | Brighten policy |
| CBA - CommBroker | CBA credit policy and application resources | CBA policy |
| Firstmac - Broker Tools | Calculators and application tracking | Firstmac policy |
| Granite Home Loans (Granite portal guide) | Loanapp links, Broker Management Tool, policy library and broker accreditation resources | Granite Home Loans policy |
| Great Southern Bank | Authenticated broker resources | Great Southern Bank policy |
| HomeStart Finance | Quotes and broker tools | HomeStart Finance policy |
| Hume Bank | Restricted broker application access | Hume Bank policy |
| IMB Bank | Home-loan applications and progress tracking | IMB Bank policy |
| ING | Applications and upfront residential valuations | ING policy |
| La Trobe Financial | Account Management Hub for client loans | La Trobe Financial policy |
| MA Money | Product resources and ApplyOnline submission guides | MA Money policy |
| Macquarie | Application tracking and current-client information | Macquarie policy |
| ME Bank | Broker hub policy and pricing | ME Bank policy |
| Mortgage Ezy | Partners’ Area for products and applications | Mortgage Ezy policy |
| MOVE Bank | Public Broker Hub and submission documents | MOVE Bank policy |
| NAB | Residential and commercial accreditation pathways | NAB policy |
| Newcastle Permanent | Accredited home-loan broker channel | Newcastle Permanent policy |
| Northern Inland Credit Union | Broker-channel access guidance | Use provider resources |
| P&N Bank | Broker Hub and electronic lodgement options | P&N Bank policy |
| Pepper Money | Product Selector and App Tracker | Pepper Money policy |
| Qudos Bank | Existing-customer resources and Bank Australia transition | Qudos Bank policy |
| RedZed - Introducer Connect | Application status and broker resources | RedZed policy |
| Regional Australia Bank | Authorised home-loan distribution and submissions | Regional Australia Bank policy |
| Resimac - BrokerZone | Forms and serviceability tools | Resimac policy |
| Teachers Mutual Bank | Group accreditation and upfront valuation resources | Teachers Mutual Bank policy |
| Thinktank | Serviceability tools and application forms | Use provider resources |
| ubank | Digital lodgement and customer verification tasks | ubank policy |
| UniBank | Membership eligibility and shared group broker resources | UniBank policy |
| Victorian Mortgage Group | Accreditation and lending scenario submissions | Victorian Mortgage Group policy |
| Westpac - BrokerHub | Lodgement and pricing requests | Westpac policy |
| WLTH | Rate cards and application resources | WLTH policy |
Finance and Insurance Partner Portals
Finance-provider portals support personal, car or business funding. Match the access route to the product and your accreditation.
Personal, Car and Business Finance
| Provider and Portal Guide | What It Handles |
|---|---|
| Finance One | Application submission and management |
| Judo Bank | Commercial broker access to relationship bankers |
| Latitude | Personal Loan quotes and Asset Loan applications |
| Lumi | Small-business loan applications and deal status |
| NOW Finance | Personal Loan and Auto Loan applications |
| Plenti | Product quotes and application documents |
| Prospa - Prospa IQ | Indicative business-funding quotes and leads |
| Shift - Shift Connect | Business-finance applications and request tracking |
Insurance and Referral Partners
Insurance portals and referral journeys need their own authority. Mortgage-broking accreditation alone does not authorise insurance advice or policy transactions.
Allianz’s mortgage-broker channel is a referral programme. Honey uses partner referral journeys. Insurance brokers use the access and permissions issued for CGU, Vero or Steadfast work.
| Provider and Portal Guide | What It Handles |
|---|---|
| ALI Group | Authorised loan-protection applications |
| Allianz | Mortgage-broker referrals to insurance specialists |
| CGU | MarketPlace resources and role-specific agency access |
| Honey Insurance | Partner home-insurance referral journeys |
| Steadfast | Member insurance-broker network resources |
| Vero | Authorised insurance quotes and claims access |
Closed or Renamed Portals
Use these guides when an old portal name or bookmark no longer matches the provider handling the loan. Existing-loan work can follow a separate transition pathway.
| Provider and Portal Guide | What It Handles |
|---|---|
| Choicelend | NAB for the Advantedge-funded loan transition |
| Citi | NAB for the acquired Australian mortgage portfolio |
| GO Edge | NAB for the Advantedge-funded loan transition |
| Go Beyond Commercial | Thinktank by LMG for the renamed lending offer |
| Heritage Bank | People First Bank for new broker business |
| HSBC | Closed to new applications; Pepper Money servicing follows sale completion |
| MyLoan Elect | NAB for the Advantedge-funded loan transition |
| People’s Choice | People First Bank broker access |
Choicelend, GO Edge and MyLoan Elect are part of the Advantedge-funded loan transition to NAB. Follow the transfer instructions for the individual loan.
Heritage and People’s Choice now sit under People First Bank’s broker channel. The Heritage guide also covers remaining existing-loan work.
HSBC has stopped accepting new home-loan applications. Its loan-portfolio sale announcement names Pepper Money as servicer after completion. Until that transfer, follow the servicing instructions issued for your client’s HSBC loan.
Aggregator Platforms Beside the Portals
Lender portals handle lodgement and lender-specific follow-up. Aggregator software runs your pipeline across lenders, with client records and outstanding actions in one workspace.
Choice, PLAN and FAST now operate inside LMG. LMG describes MyCRM as its shared platform for residential, commercial and asset finance. Use the aggregator CRM guides for platform sign-in help.
The AFG Suite360 guide covers AFG’s broker technology. Read the Aussie network access guide or Mortgage Choice workspace guide for those network systems.
The aggregator profiles explain which platforms each aggregator supplies. Keep the lender application reference in your client record so you can connect portal updates with the next brokerage task.
Choosing How Much to Rely on Any Portal
Decide how much work belongs in a portal by testing it against your own files. Use these questions when evaluating the portal or its connected software.
- Does it cover your file mix, including the products and borrower types you write?
- How does it handle exceptions, and who takes responsibility when a file falls outside standard policy?
- Can you export your client records and documents if you change aggregator or accreditation?
Ask vendors where client data is stored and who can access it. Establish how they handle breaches and remove access when staff leave. The broker data-security guide explains the questions to include in that review.
Start with your two highest-volume lenders and learn their portals properly. Map the tasks that still need manual handling elsewhere, then use that list to assess your aggregator workflow.