Get Loans Broker Application Form

Completing the Loans Broker Application Form online is an essential step for brokers seeking to collaborate with lending institutions. This guide provides thorough instructions to help you navigate each section of the application efficiently.

Follow the steps to fill out the Loans Broker Application Form accurately.

1. Click the ‘Get Form’ button to access the Loans Broker Application Form. This action will allow you to open the form in an editable format.
2. In Section A, input the general information about your company. Provide details such as the company name, trading name, Australian Business Number (ABN) or Australian Company Number (ACN), date of business establishment, and contact information including the address, phone number, and email for your primary contact person.
3. Proceed to Section B to fill in the principal information. You need to provide the full names and titles of the principal individuals associated with your company.
4. In Section C, succinctly describe your operational and marketing plan. Include details about your current aggregator and any major lenders you work with, along with average log-in volumes per month.
5. Fill out Section D by listing your professional accreditations and their respective expiry dates. It is important to provide copies of membership certificates with this section.
6. For Section E, indicate your professional indemnity insurance coverage. State the name of the insurer, the coverage amount (minimum of $2 million), and the expiry date. Remember to attach a copy of the current insurance policy.
7. In the 'Certificate, Authorisation & Agreement' section, both principal office bearers are required to certify the correctness of the information provided. Enter their full names, positions, signatures, and the date.
8. Complete Part I of the GST Details form with your legal name, address, and ABN, along with your GST registration status.
9. In Part II, provide your bank details for payment. Include the bank name, BSB number, account number, and account name.
10. Finalize the application by reviewing all entered details. Then, save your changes, and you may choose to download, print, or share the completed form.

Begin your online application process today and complete the Loans Broker Application Form for a seamless submission.