provide your information to us, you will receive an email from Customer
Portal: Welcome to My Finance Community. You will be able to provide
us with your needs and requirements, add and update your details including
your financial details and you will also be able to upload your documents
that are required in the attached required documents checklist.
are the steps we would like you to also complete. Please click on the
each of the *button
links* to get started on each step. If you have any
questions, please give us a call.
The Excel Team
1:5 Minute Health Check
1st questionnaire is the “5 Minute Financial Health Check” -
which will literally only take a few minutes. It will help to confirm your
priorities. It asks a series of questions which you simply need to click on
your response – between 1 & 4 depending on whether you believe you do or
don’t require further advice. By the way, if there are any areas
which AREN’T relevant simply choose the “N/A” option. When you have
answered all the questions you will be asked to “submit” this information
which will be automatically sent to us.
2nd step will take you to sign our "Credit
provides you with the key information that you need to know to make an
informed and confident choice when engaging our products and services. This
Credit Guide summarises our goals and standards, offerings, fees, and
commissions. Please don’t hesitate to ask if you need more information or
This 3rd step will take you to sign
Seeker Customer Authorisation form”. This provides
authorisation for the broker to seek to obtain credit reporting information
to assist with obtaining credit.
If you are a couple, please sign one
This 4th step will take you to sign our "Borrower Disclosure
form". This provides the broker with disclosures
step will take you to complete our "Mortgage
Required Document Checklist". This ensure that you
submit the required documentation for the broker to assist with obtaining
You will receive an email from My
Finance Community to provide your details through our Brokering Software.
You will need to ensure that you provide at least 3 years on address history
and 3 years of employment history. With the expenses, please supply a comment
of what the expense is, if it will continue after settlement and ownership.
It is important that you complete the My
Finance Community Steps as accurately as you can and upload the required
documents. We can only work on the information provided to us, therefore,
should we not receive all the required information may result in a delay in
the processing and lodgement.