The Prospa broker portal gives accredited partners access to Prospa IQ for indicative business-funding quotes. It shows borrowing capacity, pricing and term through the Prospa Partner Portal or app.
You can use the quote to submit a lead to Prospa. The quote is a general guide and is not an offer or credit approval.
Use Prospa's IQ guide and partner login to access the service. Registered partners select “Get a quote” in the portal or app.
Use the Portal Consistently
Keep the quote inputs, submitted lead and final application decision distinct in your client file. Follow the same handling steps for each business-funding enquiry.
- Confirm the business purpose and client authority. Record what the funds are for and the client's authority to share information with Prospa.
- Enter verified information and supply current evidence. Prospa IQ asks for client and business details, funding needs and financial information. Use the inbuilt ABN search and check the credit details. Connect bank statements or enter revenue and expenses as the tool permits.
- Record the portal reference in your brokerage system. Keep the quote summary with its inputs and give the enquiry a staff owner. Record the next action and follow-up date.
- Review outstanding requests until you record a final outcome. After submitting the lead, track any further information Prospa needs. Record the decision separately from the indicative quote and explain any changed terms to the client.
Before preparing a quote, use our Australian business loan guide to explain the funding type to your client.
Control Access and Follow-Up
Give each staff member separate user access and remove former staff promptly. Keep client documents in your brokerage's approved channels and restrict access to staff handling the file.
If you cannot sign in, confirm that your partner access is active before requesting an access reset. Keep a login problem separate from an application delay.
Escalate a delayed or unclear application request with its reference and the action you need from Prospa. Record the response and next follow-up in the brokerage system. Keep the file open until the final outcome and outstanding requests are recorded.
For other finance-provider systems, use our broker portal guide.
