How-to submit Personal Loan applications with ease
With this easy-to-follow guide, you can submit personal loan applications quickly and confidently, backed by fast decisions and dedicated broker support.
Access the Broker Portal
Log in to the Broker Portal using your credentials.
💡Bookmark the Broker Portal so it’s easy to access anytime you need to quote or submit an application.
Start a new application
Navigate to the side menu and select Personal Loan under ‘New Application’, then choose ‘Apply on behalf of your client’ and click ‘Start Application Now’.
Enter your client's basic details (full name, date of birth, address, and contact information) to generate a rate estimate. We’ll run a soft credit check (this won’t impact their credit score) and provide indicative rates and repayments.
Finalise application
Choose the preferred loan term and amount, then enter your client’s full details, including income, expenses, and liabilities.
Upload the required documents, including:
- ID (drivers licence or passport)
- Income verification (payslips or bank statements)
- Any other supporting documents (liability statements, etc.)
Submit the application
Once the application is complete and the documents are uploaded, click “Submit Application”.
Most applications are assessed within 2 business hours.* You’ll receive the outcome via email and in the portal.
If approved, your client will also be notified by email and can review, accept, and draw down their loan.
If anything else is required, we’ll be in touch promptly.
We’re sure after a couple of settlements, using the platform will be second nature to you. In the meantime, bookmark this page for help when you need it.
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:
💡For anything deal-related, start with a call to your RM, It’s the quickest way to get your deal moving!
Plenti's product guides
Get up-to-date on the latest product and policy information with our product Guides.
Personal loans
Find all the relevant information you will need for our personal loans product in the Personal Loans Product Guide.
Automotive loans
Find all the relevant information you will need for our automotive loans product in the Automotive Loans Product Guide.
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