How to submit Commercial Automotive Loan applications with ease

With your client’s details on hand, follow our step-by-step guide to submit fast and flexible commercial automotive loans with confidence.

Access the Broker Portal

Log in to the Broker Portal using your credentials.

Start a new application

Navigate to the side menu, select 'Commercial Car Loan' under 'New Application', and click 'Start Application Now'.

Enter your client’s ABN to begin the application. You'll then be prompted to enter the:

• Finance amount
• Vehicle details
• Brokerage and fees.

Finalise application

Sole traders and trusts:

The quote and application are completed in the same step, and the following information will be required for submission:

• director and guarantor details
• uploading identification documents
• uploading trust deeds (if applicable)

PTY LTD clients:

You'll have the ability to save the quote and enter the above details into the application at a later date before submission.

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💡 You can upload additional documents or amend finance and vehicle details in the application section of the broker portal.

Provide settlement documents

If the application has been conditionally approved, upload the required documents to meet each settlement condition listed in the portal.

Our process:

• Our internal team will verify identification requirements,
• Once all conditions are met and verified, contracts will be sent to your client via HelloSign
• After contracts are signed, a remittance confirmation will be emailed to you.

💡Make sure the documents are clearly named to avoid delays.

Need help with a deal?

Reach out to your RM Fast

Responsive and directly linked to our credit and broker support teams, our desk-based Relationship Managers can help you with:

• Deal support: scenarios, declines, pricing, and more
• Identify new opportunities and income streams
• Liaise with Credit and Settlements Teams on your behalf
• Fast-track your applications through internal teams where possible

💡For anything deal-related, start with a call to your RM, It’s the quickest way to get your deal moving!

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