Staff log in at /login with their email (email code + authenticator app) and work on the clients of every broker they're linked to. They can't accept or release clients, sign off, or change a broker's profile, branding or compliance documents. Brokers can also add their own staff under Profile & staff.
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All Clients
To move a client to another broker, choose the broker in their row and click Move. The move is recorded in the client's activity.
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Partner brands
Brokers' referral partners (accountants, planners …). Clients linked to an approved partner see its logo and colours with "in partnership with" the broker. Check the name and look can't be mistaken for the credit provider, and that any referral fee wording is right. Any change the broker makes comes back here.
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Postcode Management
Up to 3 brokers per postcode. Brokers add their own postcodes; you grant spots from the queue.
Total Postcodes
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Claimed
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Queue Entries
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Look up a postcode or suburb
ABS Census 2021. Categories and scores are ranked within each state.
Type to search...
Brokers by Postcode Count
Click a broker to see their postcodes
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Active Queue
Brokers waiting for a postcode spot
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News Articles
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Social Media Posts
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Platform Management
Refresh News Feed
Fetch the latest articles from the RBA, APRA and MPA Magazine. This also runs automatically every morning.
Signup Activity
Recent registrations on the platform.
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Postcode Coverage
Postcodes with and without broker coverage.
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Lender Policy Documents
Upload policy documents or scenario emails. Brokers can then search them using AI.
Add New Lender
GEN
General / Industry-wide
0 documents
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Upload Policy Document
PDF or Word (.docx) — text is extracted automatically