Residential Lenders

Updated by Caroline Pollard

AAA Financial Corporation

New Accreditation:

AAA Financial Corporation Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

AAA Financial Corporation Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

AAA Money

New Accreditation

AAA Money Form Please complete the form and return to support@mylocalbroker.com.au

*NOTE* Do not complete the commissions section. Do not send supporting documents as we have these on file.

Adelaide Bank

**Please see Bendigo Bank accreditation instructions, Adelaide Bank is no longer accepting applications**

  • All Adelaide Bank accredited Brokers will receive their new Bendigo Bank broker code via 'Welcome' email on 25 March 2024

AMP

New Accreditation:

Please complete the form here

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

ANZ

  • ANZ requests a police and credit check of less than 90 days old.
  • All brokers must have a unique Email Address registered with ANZ
New Accreditation:

Please complete the form and send to support@mylocalbroker.com.au

Transfer Accreditation :

Australian Military Bank (AMB)

New Accreditation:

Please complete the form and send to support@mylocalbroker.com.au

Transfer Accreditation:

Please complete the form and send to support@mylocalbroker.com.au

Auswide

  • This form must be typed only.
  • Form must be hand-signed or electronically signed forms must be accompanied by proof of signing. This means that a Certificate of Completion or an Evidence of Signing Summary will need to be provided.
New Accreditation:

Auswide Residential Accreditation Form

Transfer Accreditation :

Auswide Residential Accreditation Form

Bank Australia

New Accreditation:

Complete online accreditation and training here

  • Scroll down to “Become Accredited with us” and click on “Take the Questionnaire”
  • Upon a successful attempt, a pass email will be sent to the broker with further instructions.
  • Please provide a copy of pass email and completed accreditation form back to support@mylocalbroker.com.au
Transfer Accreditation:

Complete online here

Bank of China

New Accreditation:

Bank of China Accreditation Form (this is a direct accreditation under My Local Broker NOT Specialist Finance Group)

Please complete and return to support@mylocalbroker.com.au

A Bank of China BDM will be in touch to arrange training.

Bank of Melbourne / Bank SA (Westpac/St George Group)

New Accreditation:

Please complete the form here

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

Bank of Sydney

  • Bank of Sydney will not be accrediting new brokers from WA, TAS and NT.
New Accreditation:

​​ Bank of Sydney Residential Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

​​ Bank of Sydney Residential Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

BankVic

Complete the online form here. Please put "Specialist Finance Group" as the aggregator and "My Local Broker' as the ACL holder unless you hold your own ACL

Bankwest

  • Must have a Police Check no older than 180 days.
  • Bankwest require brokers to provide their cert IV Finance & Mortgage Broking Management with evidence of enrolment in the Diploma of Finance & Mortgage Broking Management, at the time of their accreditation application.
New Accreditation:

​​​ Bankwest Residential Accreditation Form

Please complete the form/s and return to support@mylocalbroker.com.au

Transfer Accreditation:

Bankwest Residential Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

Bendigo Bank

New Accreditation:

Bendigo Bank Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Bendigo Bank Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Better Choice Home Loans

New Accreditation:

Better Choice Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Better Choice Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Better Mortgage Management (BMM)

New Accreditation:

Complete online accreditation and training here

Transfer Accreditation:

Complete online here

Beyond Bank

New Accreditation:

Beyond Bank Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

  • Whilst waiting for your accreditation to be processed, please complete the following survey here
Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

Bluebay Home Loans

New Accreditation:

Bluebay Home Loans Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Bluebay Home Loans Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Bluestone

New Accreditation:

​Bluestone Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

BOQ (Bank of Queensland)

New Accreditation:

BOQ Group Accreditation Form Please complete the form (aggregator is Specialist Finance Group) and return to support@mylocalbroker.com.au

Transfer Accreditation:

BOQ Group Accreditation Form Please complete the form (aggregator is Specialist Finance Group) and return to support@mylocalbroker.com.au

Please also provide your previous broker code on the form for this lender

Brighten

New Accreditation:

Brighten Accreditation Form and Privacy Consent Form. Please complete the form (aggregator is My Local Broker) and return to support@mylocalbroker.com.au

CBA

  • CBA accepts brokers who are enrolled to complete a Diploma of Finance and Mortgage Broking Management (or an advaced Diploma / Associated Diploma), within 12 months of becoming CommBank accredited.
New Accreditation:

CBA requests that brokers be a Credit Rep under SFG (Specialist Finance Group) and not MLB (My Local Broker), for this we will need to set up a cross-endorsement agreement between the broker and SFG. There is a monthly fee of $130 incl GST for this agreement which is to cover the cost of being appointed under SFG. Please consider if you will be writing enough deals to CBA to cover this fee.

If you would like more information or would like to request accreditation, please email support@mylocalbroker.com.au

Transfer Accreditation:

CBA requests that brokers be a Credit Rep under SFG (Specialist Finance Group) and not MLB (My Local Broker), for this we will need to set up a cross-endorsement agreement between the broker and SFG. There is a monthly fee of $130 incl GS for this agreement which is to cover the cost of being appointed under SFG. Please consider if you will be writing enough deals to CBA to cover this fee.

If you would like more information or would like to request accreditation, please email support@mylocalbroker.com.au

Citibank

  • IMPORTANT - As Citibank integrated into NAB, they will no longer be processing new accreditations from 31/01/2023. Existing brokers who have an existing Citi Rep ID and wish to change aggregators can still have a new Citi Broker Rep assigned per the current process.
Transfer Accreditation:

Complete online here

DPN Finance

Complete online form here (aggregator is My Local Broker)

Firefighters Mutual Bank (part of Teachers Mutual Bank)

New Accreditation:

TMB Residential Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

TMB Residential Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Firstmac

New Accreditation:

You will need to register online here to have this accreditation completed. Please put 'Specialist' as the aggregator.

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

First Federal

New Accreditation:

Complete the online form here, select 'My Local Broker' as the aggregator.

Funding

New Accreditation:

Complete the online form here, select 'My Local Broker' as the aggregator.

Granite Home Loans

New Accreditation:

Complete the online form here, select 'My Local Broker' as the aggregator.

Great Southern Bank

New Accreditation:

Please email your request to accreditations@mylocalbroker.com.au

Transfer Accreditation:

Please email your request along with your original Broker ID to accreditations@mylocalbroker.com.au

Heartland Seniors Finance

New Accreditation:

Heartland Seniors Finance Accreditation Form

  • You will receive a link from Heartland to access the training, once training is complete, Heartland will email your broker code directly to you.

Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Heartland Seniors Finance Accreditation Form

  • You will receive a link from Heartland to access the training, once training is complete, Heartland will email your broker code directly to you.

Please complete the form and return to support@mylocalbroker.com.au

Heritage

New Accreditation:
  • Complete online here and click on Accreditation to view the Heritage Bank Online Broker Accreditation Presentation video and then complete a short product quiz.
  • Once you have viewed the presentation and passed the quiz, please complete the application online for Heritage Bank to process and issue broker code. 
  • The Accreditation form can then be sent back to support@mylocalbroker.com.au
Transfer Accreditation:
  • Complete online here and click on Accreditation to view the Heritage Bank Online Broker Accreditation Presentation video and then complete a short product quiz.
  • Once you have viewed the presentation and passed the quiz, please complete the application online for Heritage Bank to process and issue broker code. 
  • The Accreditation form can then be sent back to support@mylocalbroker.com.au

Household Capital

New Accreditation:

Complete the online form here, select 'Specialist Finance Group' as the Aggregator/Organisation.

IMB Bank - Vic Only

New Accreditation :

IMB Bank Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

ING Direct

  • Must include Certified ID that is less than 12 months old (ING do not accept ZipID)
  • Ensure the 'Broker Business Section' is completed in full.
  • Hand-sign forms only accepted
New Accreditation:

ING Broker Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

ING Broker Accreditation Form.

Please complete the form and return to support@mylocalbroker.com.au

Keystart (WA Only)

New Accreditation:

Keystart Accreditation form

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

LaTrobe

New Accreditation:

Accredited upon first loan application submitted

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

Liberty

New Accreditation:

Please complete the online form here

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

MA Money (MKM Capital)

New Accreditation:

Complete the online form here, select 'SFG/My Local Broker' as the aggregator.

Macquarie Bank

IMPORTANT - Macquarie will only accept brokers who are serious about submitting loans to them and to prove you are serious, you must complete the online training within the specified time frame, otherwise they will decline your application for accreditation and may not allow you to try again.

  • Macquarie requires 2 years experience or a Mentor that meets Macquarie Banks criteria
  • Requires a Police AND Credit check no older than 90 days
  • Form must be hand-signed, Macquarie does not accept electronic signatures.
New Accreditation:

Macquarie Residential Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Macquarie Residential Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

M Capitol

  • M Capitol requires a police and credit check of less than 90 days old
New Accreditation:

M Capital Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

ME Bank (Part of BOQ Group)

*BOQ Group accreditations received after 20th December 2023 may not be processed until after 8th January 2024*

New Accreditation:

BOQ Group Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

BOQ Group Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Please also provide your previous broker code on the form for this lender

Mortgage Ezy

New Accreditation:

Mortgage Ezy Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Mortgage Ezy Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Move Bank

New Accreditation:

Visit Move Bank website

  • Review Broker Resources
  • Complete Step 3 - online training
  • Download form from Move Bank website

Complete and return form and training completion code to support@mylocalbroker.com.au

Mystate

New Accreditation:

Complete the online Form Here Return form to support@mylocalbroker.com.au

Transfer Accreditation:

Complete the online Form Here Return form to support@mylocalbroker.com.au

ORDE Financial

New Accreditation:

Complete online accreditation and training here. Please put 'Specialist Finance Group as the aggregator'

NAB

  • NAB will only accept mentors who are Salaried Aggregator staff who act as Mentors for brokers within the same aggregator or an Industry Body Accredited Broker Mentor within the same Aggregator.
  • All brokers must have a unique Email Address registered with NAB
New Accreditation:

NAB Accreditation Form

  • NAB will email you with the training request

Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

NAB Accreditation Form

Please complete the form and return to support@mylocalbroker.com.au

Paramount Mortgages

New Accreditation:

Paramount Accreditation Request Form

Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Paramount Accreditation Transfer Form

Please complete the form and return to support@mylocalbroker.com.au

Pepper

New Accreditation:

Please email your request to support@mylocalbroker.com.au

Transfer Accreditation:

Please email your request along with your original Broker ID to support@mylocalbroker.com.au

Police & Nurses Credit Union (WA Only)

New Accreditation:

Police & Nurses CU Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

Private Mortgages Australia

New Accreditation:

Complete your details online here. Private Mortgages will email you once accreditation is complete.

Transfer Accreditation:

Complete your details online here. Private Mortgages will email you once accreditation is complete.

Qudos

New Accreditation:

Please complete the form here

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

RACQ - QLD Only

  • Requires 2 years of experience and a police check of less than 12 months old
New Accreditation:

Please complete the form here. Complete and send back to accreditations@mylocalbroker.com.au

Transfer Accreditation:

Please complete the form here. Complete and send back to accreditations@mylocalbroker.com.au

RAMS

RAMS do not accredit brokers, if you would like to refer to RAMS, you will need to contact a local operative and arrange a referral agreement.

Ratechaser (Mortgage Ezy)

New Accreditation:

You must be accredited with Mortgage Ezy to be able to use Ratechaser products.

Mortgage Ezy Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

RedZed

New Accreditation:

RedZed accreditation Form Complete form and return to support@mylocalbroker.com.au

RedZed BDM will be in touch to arrange a 30min training session

Resi

  • Resi requires a police check of less than 90 days old
New Accreditation:

Resi Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

Resi Accreditation Form Complete and return to support@mylocalbroker.com.au

Resicom

New Accreditation:

Resicom Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

Resicom Accreditation Form Complete and return to support@mylocalbroker.com.au

Resimac

New Accreditation:

Resimac Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

Transfer Accreditation:

Resimac Accreditation Form Please complete the form and return to support@mylocalbroker.com.au

St George Bank

New Accreditation:

Please refer to Westpac Group instructions

Suncorp

  • Suncorp is putting new broker accreditations on pause from 4th April to 11th April 2024 due to support matintenance
New Accreditation:

Suncorp Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

Suncorp Accreditation Form Complete and return to support@mylocalbroker.com.au

Teachers Mutual Bank

IMPORTANT - Broker Training must be completed within 15 days otherwise the application will cease.

  • TMB requires brokers are required to have at least 12 months experience in the banking or mortgage broking industry and;
  • hold either Certificate IV or Diploma in Financial Services (Finance/Mortgage Broking)
  • TMB will not accept generic email addresses such as info@..., support@... and paperwork@...
New Accreditation:

Teachers Mutual Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

Teachers Mutual Accreditation Form Complete and return to support@mylocalbroker.com.au

Ubank (Formerly 86:400)

Ubank Accreditation Form

  • Please fill in EVERY field (except Aggregator section) in this form or the lender will reject it and thus delay your accreditation. This includes AML section.
  • Your 'AML Accreditation number' can be found on your Anti-money laundering course completion certificate - whatever number is on there.
  • Your AML3 refresher certificate is due for renewal every two years, therefore your expiry date will be two years after the date you last received the certificate.
  • Please complete the form and return to support@mylocalbroker.com.au
  • You will be invited to their online training
  • Ubank will then provide your Broker ID
  • Ubank applications are lodged via the Loanapp electronic lodgement gateway in Chief.
  • Simpology have also created several articles in relation to the UBank application lodgement process at the below link: https://intercom.help/loanapp/en/collections/1991547-ubank

MyState

New Accreditation:

MyState Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation:

MyState Accreditation Form Complete and return to support@mylocalbroker.com.au

VMG - Victorian Mortgage Group

VMG Accreditation Form Complete and return to support@mylocalbroker.com.au

Virgin Money (part of BOQ Group)

  • IMPORTANT - as of the 1st of September 2023, Virgin Money is no longer accepting new Virgin Money accreditations. Transfers of existing Virgin Money accreditations are still allowed.
New Accreditation

BOQ Group Accreditation Form Complete and return to support@mylocalbroker.com.au

Transfer Accreditation

BOQ Group Accreditation Form Complete and return to support@mylocalbroker.com.au

Please also provide your previous broker code on the form for this lender

Westpac Group (includes Bank of Melbourne, St George & Bank SA)

Please note - Westpac Group requires a police check of less than 90 days old

New Accreditation:

Please complete the form here and return to support@mylocalbroker.com.au

Transfer Accreditation:

See attached Generic Transfer Form

  • Must be Typed Only
  • Include your Broker Code on the form next to the Lender name

Please complete and return to support@mylocalbroker.com.au

WLTH

New Accreditation:

Complete online accreditation and training here. Please put 'Specialist Finance Group as the aggregator'

Transfer Accreditation:

Complete online here. Please put 'Specialist Finance Group as the aggregator'

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