Your member web page
How to set up!
- Simply register. It's free and secure.
- You can access your client information and send us files - all from one location.
- Keep up to date with trends and offers for your finance needs.
Questions?
What is it?
A page we create for you as a client. We upload relevant information such as copies of loan contracts & agreements, forms, loan offers etc. You can also choose to upload information to us. Only you and we have access to the page via a SSL encrypted login. However, you can also authorise us to upload information to your service professional's page, such as an accountant, solicitor, conveyancer or other relevant party. This is subject to their willingness and/or ability to access the site
There is no charge for this service to you as a client, even if you repay your loan. Due to storage limitations from our provider, we might have to restrict content at some future stage, but your records are still available on request.
A page we create for you as a client. We upload relevant information such as copies of loan contracts & agreements, forms, loan offers etc. You can also choose to upload information to us. Only you and we have access to the page via a SSL encrypted login. However, you can also authorise us to upload information to your service professional's page, such as an accountant, solicitor, conveyancer or other relevant party. This is subject to their willingness and/or ability to access the site
There is no charge for this service to you as a client, even if you repay your loan. Due to storage limitations from our provider, we might have to restrict content at some future stage, but your records are still available on request.
Who can have a page?
Existing borrowers (clients) for whom we have arranged finance and service professionals that act in the interests of such clients.
Is it secure?
Yes. We have upgraded our website to SSL encryption to ensure that your information is best protected. We never share your information with unauthorised third parties. We never see your passwords. They are encrypted and can be changed at any time. If you forget your password, it can be re-set at any time, day or night.
Can I upload information too?
Certainly! you might want us to check out a document for you. We can also store it for you, so that its there when needed.
What if my accountant or solicitor or conveyancer needs my documents?
If authorised by you, we give them access to documents. For example a loan schedule (handy come tax time) or an approval letter so that your solicitor or conveyancer can exchange contracts
What if I have personal AND company borrowings?
We set up 2 pages - one for your personal information that only you can access and another for company information that other authorised directors can access.
Can I request certain information to be published or excluded?
Of course you can. The page is for your use
Tell me again, what's the cost to me?
Zero, zilch, nothing! In it's current format, there is no charge. We will never bill you. We are paying the cost of the service and SSL encryption to our provider. We reserve the right to discontinue the service, but we don't plan or expect that situation to occur. Why not tell your friends and professional contacts about this service we provide? It's very likely that their broker does not offer the same benefits.
Existing borrowers (clients) for whom we have arranged finance and service professionals that act in the interests of such clients.
Is it secure?
Yes. We have upgraded our website to SSL encryption to ensure that your information is best protected. We never share your information with unauthorised third parties. We never see your passwords. They are encrypted and can be changed at any time. If you forget your password, it can be re-set at any time, day or night.
Can I upload information too?
Certainly! you might want us to check out a document for you. We can also store it for you, so that its there when needed.
What if my accountant or solicitor or conveyancer needs my documents?
If authorised by you, we give them access to documents. For example a loan schedule (handy come tax time) or an approval letter so that your solicitor or conveyancer can exchange contracts
What if I have personal AND company borrowings?
We set up 2 pages - one for your personal information that only you can access and another for company information that other authorised directors can access.
Can I request certain information to be published or excluded?
Of course you can. The page is for your use
Tell me again, what's the cost to me?
Zero, zilch, nothing! In it's current format, there is no charge. We will never bill you. We are paying the cost of the service and SSL encryption to our provider. We reserve the right to discontinue the service, but we don't plan or expect that situation to occur. Why not tell your friends and professional contacts about this service we provide? It's very likely that their broker does not offer the same benefits.
At that point, there will be no content on your page. We will receive the request and set up your page with content. We'll then come back to you as soon as possible (within 2 working days) so that you can access the information. Feel free to ask any questions using the contact form below