Log into the portal 

Log into the broker portal to start a new application

Start a new application 

Navigate to the ‘New Application’ section and select ‘Personal Loan’, then click on ‘Proceed’ under ‘Apply on behalf of your client’ section. You will also be able to access our credit guide, which includes our rate chart and some servicing calculators.

Create a quote

Enter your client’s details and our platform will perform a soft-credit check to give your client a personalised quote. You’ll need:

• Loan Amount & purpose
• Customer’s name, contact number, email, DOB and address
• Years at current address and home ownership status
• Employment status and income
• Number of dependent children
• Optional (licence details)

Customise the quote and save it

Choose the preferred loan term and origination fee structure then save by clicking on ‘get quote’. Once you click on ‘Get quote’ you can leave and return later to continue the application.

Send Plenti’s disclosure documents to your client

You have the option of sending your client, Plenti’s disclosure documents through ourautomated platform (recommended) or sending your own email to your client.

Finalise the loan application

Confirm your client's information including income, employment, and liabilities. We pre-fill some of your client's details from their credit file - you can notify us if there are any changes required. Submit the loan application to continue to the next step.

! Please note: there is no hard credit check at this stage.

Verify your client's identity and income

Enter your client's ID details to verify their ID using GreenID. If this fails, please upload all forms of ID that you hold.

Provide us with your client's Bank Statements by entering your Document ID, or send our link to the client to complete. If using manual statements, these can be uploaded instead, however, expect a delayed assessment.

Tip - ensure illion’s BS.com is used to ensure a accurate and rapid assessment.

Bookmark this page

We’re sure after a couple settlements using the platform will be second nature to you, however, bookmark this page if you think you’d like to access it in the future.