Give your broker everything they need to find you the right loan, at your own pace.
Who this is for: Clients of a broker
Your fact find tells your broker about you, your income, what you own and owe, and what you're looking for. Most people finish it in 30ā45 minutes, and you don't have to do it all at once.
Before you start
It helps to have these nearby: your driver licence or passport, recent payslips, details of any loans and credit cards, and your monthly living costs.
Steps
Log in to your client portal.
Start at the first section in the menu (usually Application Details) and work your way down.
Click Next at the end of each section. Your answers are saved as you go, so you can stop and come back later.
When you reach Bank statements, read and accept the terms. You'll be taken to a secure service where you choose your bank and log in with your normal internet banking details. Your statements are shared with your broker; your banking login isn't stored.
If you're applying with someone else, you can fill in their details for them or invite them to complete their own section.
When everything is done, click Submit. If anything is missing, it'll be highlighted so you can fix it.
Questions while you're filling it in?
Click the message icon at the top right to chat with your broker.
Good to know
Use your internet banking login, not your banking app's PIN or fingerprint.
Your broker may ask you to upload documents too. See Upload documents and sign.
Need a hand?
Contact your broker. They can see your progress and help with any step.