The Banjo broker portal is the Banjo Partner Portal, and accredited brokers reach it through the Accredited Partner Login on Banjo’s partners page. Banjo lends to Australian small businesses, so the portal carries business loan and asset finance applications that a broker lodges for a client. A broker who is not yet accredited registers through the same portal before sending any client file.
Reach the Accredited Partner Login
Open the partners page and select Accredited Partner Login. It goes to the Partner Login screen, where an accredited partner signs in with the email and password set at registration. Banjo labels this entry “Login to apply for your clients” on its product pages.
The Partner Portal serves the business lending and asset finance range Banjo lists for partners:
- Business Loan Excel, Express, Flexi and Bridge, for working capital, quick funding, seasonal cash flow gaps and bridging a future inflow.
- Asset Finance Excel and Asset Finance Express, for vehicles and business equipment.
Banjo runs a separate Borrower Login for business owners who apply or manage a loan themselves. Use the partner login for every file you submit as the broker, and leave the borrower login to the client.
Arrange Banjo Partner Accreditation
To become a Banjo accredited partner, register on the partner sign-up form, accept the terms and create a password. The Accredited Partner Program is open to brokers, accountants, bookkeepers and financial advisers. The form asks for:
- your business name and ABN
- your full name, email address and mobile number
- your state
- your primary aggregator
- your primary association, such as the MFAA, FBAA or CAFBA
- your partner type, such as Broker
The form also lets you record that you have no aggregator or association.
Accepting the terms means accepting the Banjo Strategic Partner Agreement General Terms, linked from the form as a PDF. Read that agreement before you tick the box, because it sets the terms of your partnership with Banjo.
Banjo’s published instructions name two signs of approval. You gain access to the Partner Portal, and Banjo assigns you a business development manager (BDM) for scenarios and transactions. Until you can sign in and have a named BDM, treat the accreditation as incomplete and hold the client’s file. If registration has not produced portal access, call the Banjo team on 1300 22 65 65 before you promise the client a submission.
Prepare the Business or Asset-Finance File
Match the client to the product before you collect documents, because Banjo’s business loan and asset finance routes ask for different evidence. Banjo’s product pages list these minimums.
| Route | Business trading and turnover | Information Banjo lists | Amount and term on the product page |
|---|---|---|---|
| Business Loan Excel | Australian business at least 2 years old, with annual turnover of $500,000 or more | Active ABN or ACN, proof of trading history, read-only access to business bank transactions, director identity and credit checks | $20,000 to $2 million over 6 to 60 months |
| Asset Finance Excel | ABN-established business with 2 or more years of trading and $500,000 or more in annual sales | Active ABN or ACN and proof of trading history | $20,000 to $1 million in the product FAQ, over 12 to 60 months |
| Asset Finance Express | ABN business with 1 year of trading, registered for GST | 12 months of bank statements and the goods invoice | $20,000 to $750,000 over 12 to 60 months |
Asset Finance Express suits income-generating, serialised assets, including wheeled assets such as trucks and forklifts and non-wheeled equipment such as construction or medical machinery. Banjo says it does not usually lend to property development or regulated utility businesses. Check the product page for the client’s route before you start, because Banjo states that other lending criteria apply.
Get the client’s written authority before the file leaves your brokerage. Banjo lets you run its initial rate offer assessment on your own only when the client has given you the go-ahead in writing. The later full credit check needs the borrower’s consent and appears as an enquiry on their credit file. Explain both steps to the client and keep their written authority in your file notes.
Confirm the Application Handoff
Submit a Banjo application through the Partner Portal after you have talked the scenario through with your BDM. Banjo’s partner process runs in this order:
- Call or email your BDM with the client’s scenario. Banjo can workshop the deal with its credit team and give an indicative assessment.
- Sign in to the Partner Portal and start the application with the initial rate offer assessment. Banjo states this check leaves no footprint on the client’s credit file. Banjo also emails the client to say their broker has requested it.
- Review the conditional approval. It gives indicative terms based on the client’s eligibility and pricing profile, and Banjo states it is not a final approval.
- Proceed to formal assessment once the client agrees. Banjo then runs the full credit check with the borrower’s consent and confirms the lending terms.
- Watch for Banjo’s status updates, which arrive by email, SMS and in the Partner Portal as the application moves.
Treat the application’s appearance in your Partner Portal, with its first status update, as Banjo’s receipt. Save that update to the client file with the name of the accredited partner who submitted it, the BDM handling it and any reference Banjo shows for the application. Then record who in your brokerage follows up next and when.
If the client decides not to go ahead, Banjo lets you withdraw the application at any time. Record the withdrawal in the same file note so nobody chases a dead deal. When a Banjo loan funds, Banjo states that it pays commission within two weeks, so add the funding and commission check to the same record. For other options on an equipment deal, compare asset finance lenders. For moving from home loans into this work, see the guide to residential and commercial mortgage brokering.
Recover Login or Follow-Up Access
If the Partner Login rejects your details, use the “Reset your password” link under the sign-in form. It sits beside “Having problems logging in?” and opens Banjo’s password reset screen. If the reset does not restore access, call Banjo on 1300 22 65 65 or contact your BDM, and give your business name and the email you registered with.
Follow up an existing application with the details you saved at handoff. Sign in, check the application’s current status first, then email or call your BDM with the client’s business name and any application reference. Ask what Banjo needs and who will act next. Do not lodge the client again to restart a slow file, because a second application creates a duplicate file. A second full credit check would also add another enquiry to the client’s credit file.
The issue is resolved when the Partner Portal shows a new status or Banjo sends an email or SMS update that answers your question. Add that update and the next step to your file note. For other lenders’ partner logins, use the broker portal guides.
