Onboarding

Below is an easy 3  steps onboarding process. In order for us to assess your scenario we need to collect some basic information from you, you can use your mobile phone, tablet or laptop, it should take 5 to 10 minutes.
Please email supporting documents to docs@regionalfinancebrokers.com.au

If you have any issues or questions please don't hesitate to contact our team 02 6885 0588

1. SIGN THE DIGITAL PRIVACY VIA YOUR EMAIL

Each applicant will be sent a privacy request document to review and sign via DocuSign
 

2. COMPLETE THE ONLINE PORTAL
A nominated applicant will receive an SMS code and a unique secure link to allow you access to the Client Portal to provide your information, this should take 5-10 minutes and the following details will be asked:

  • Personal details

  • Employment / Income

  • Living expenses estimations

  • Assets and liabilities - value estimates
     

Please do not be concerned if you are unsure or miss any specific details, we can check and review and follow-up with you or adjust later during the checking process,

 

3. PROVIDE INITIAL SUPPORTING DOCUMENTS
(Please provide for each applicant):


IDENTIFICATION

  • Front of Drivers license

  • Medicare card - one copy if all applicants are on the same card

  • Passport or Birth certificate

*** Note original identification documents will be required to be certified by a JP before submission to the lender -  we can assist with this at the final stages.  Who can certify my documents?
 

INCOME

  • Please provide your 3 most recent payslips

  • {Self-employed} We'll be in contact as this can vary and be complex, someone from our office will be in touch with what is required for your individual situation.

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