The Prospa Broker Portal is an online channel for accredited partners to manage eligible small-business finance enquiries. Current functions may include quoting, application tracking or document exchange, depending on the partner account and Prospa’s current setup.
Use the portal to keep each enquiry tied to a client record and a named staff member. Confirm product rules, pricing and required documents in current Prospa material before discussing an option with the client.
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Use the portal consistently
- Check the business purpose and client authority.
- Enter verified information and upload current evidence.
- Record the portal reference in the brokerage system.
- Review outstanding requests until a final outcome is recorded.
Control access and follow-up
Treat the service as a secure Broker Portal. Give each user separate access, remove former staff promptly and keep client documents inside approved channels. Escalate a delayed or unclear request with the application reference and the action needed.
