Mortgage Broker resources

Important information

Explore all the latest updates and insights with our service level updates, access information on how to perform digital verification of identity and digital signing of documents.

Preferred Lenders 

Get access to our one stop Preferred Lenders web portal and view loans at every stage, from application through to settlement and beyond. Stay up to date with each loan, with access to status updates, notes, decisions and post settlement loan information. 

Need help navigating the portal? Explore our Preferred Lenders Guide. 

Login to the Preferred Lenders website

Pre-settlement resources 

Explore our handy checklist, order a valuation or access the MSA web portal to view applications instructed for loan documentation. 

Post-settlement resources

Browse examples of branded welcome videos that customers receive post settlement and access brand specific post-settlement forms in the Broker Resources Hub. 

Digital Variations Hub 

Visit our Digital Variations Hub to complete requests for non-credit critical variations that don’t need a credit assessment. In the hub you can fix, split or merge loans for customers. You can also arrange for a change of loan purpose, reduce loan limits, transfer between loan splits, break a fixed term or switch from an interest-only loan to principal and interest repayments. 

Please note: For complex variations that require credit assessment, please submit a Loan Variation Form. This form is available via your Aggregators CRM system.

Advantedge Financial Services Pty Ltd (Advantedge) ACN 130 012 930 Australian Credit Licence 391202. Advantedge distributes and manages loans funded by AFSH Nominees Pty Ltd ACN 143 937 437 Australian Credit Licence 391192 under the Advantedge Residential Loan Program. Each entity is a member of the National Australia Bank Group. National Australia Bank Limited does not guarantee the obligations of its subsidiaries.