How to submit an Automotive Loan 

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 ‘Vehicle Loan’, then select the option ‘Apply on behalf of your client’ and click on ‘Proceed’. You will also be able to access our credit guide, which includes our rate chart and our servicing calculator.

Create a quote

Fill in the finance type, values and add your client’s details and click on “get quote”. This will complete a soft check of the client’s credit file and provide the rate and repayment they qualify for. You’ll need:

• Finance type, purchase price and other values
• Customer’s name, contact number, email, DOB and address
• Years at current address and home ownership status
• Employment status

Customise the quote and save it

Complete the customisation options for the customer’s loan including loan amount, vehicle age and asset type.

Select the repayment option

The quote page will also show you repayment options for all loan terms.

Finalise the loan application

Finalise the details of your client’s loan including information on your client’s income, living expenses, debts, etc.

Add the vehicle details

Add in the vehicle details - once you have done this, the vehicle’s loan-to-value ratio (LVR) will be displayed.

Finalise and submit the application

Add notes on anything about the client’s situation that isn’t apparent from the information you have already entered.

Submit the application for credit to review.

You can upload assessment documents in your broker portal in the applications section (payslips, drivers licence, etc.)

Documentation

Upload the required documents for settlement against each settlement condition. Once all settlement conditions are provided, our team will review these and will accept or reject the information provided. Income specific credit conditions will automatically be reviewed by credit prior to other documents being uploaded. Once all documents have been accepted, contracts will be sent to the client electronically. Once signed, a remittance will be issued.

Private sales: You will need to request/organise a vehicle inspection through Dox.ai or Olassio. 

Finance Details

All finance and vehicle details can be amended in the application.

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.