How to guides |
Link |
---|
ApplyOnline - 2RM Validation Guide
This guide will assist you when you encounter a validation relating to second registered mortgages and cross collateral loans. |
Download PDF |
|
ApplyOnline - Needs and objectives interview guide
This guide is designed to help you capture additional conversation points around your clients' needs and objectives. |
Download PDF |
ApplyOnline - How to: Attach a single file (video)
This NextGen video shows you how to attach a single PDF file that covers one checklist item in the supporting documents service. |
Watch video
(00:58) |
ApplyOnline - How to: Bulk upload a multi-page PDF (video)
This NextGen video shows you how to bulk upload one multi-page PDF that covers all conditions. |
Watch video
(00:49) |
ApplyOnline - How to: Navigate the user interface (video)
This NextGen video shows you how to navigate the user interface of the supporting documents service. |
Watch video
(01:37) |
ApplyOnline - How to: Redact and highlight (video)
This NextGen video shows you how to easily redact Tax File Numbers from supporting documents online. |
Watch video
(01:23) |
ApplyOnline - How to: Self-verify documents (video)
This NextGen video shows you the mandatory and non-mandatory requirements of self-verify documents on the supporting documents service. |
Watch video
(00:49) |
ApplyOnline – How to add a corporate trustee
This guide will take you through how to capture trust details in ApplyOnline where a Company is acting on behalf of a Trust. |
Download PDF |
ApplyOnline – How to add an individual trustee
This guide will take you through how to capture trust details in ApplyOnline where Individual/s are acting on behalf of a Trust. |
Download PDF |
AVM Guide
A guide to Automated Valuation Model (AVMs) ordering. |
Download PDF |
Back Channel messages (BCMs)
This guide will help you update your details and activate your BCMs. |
Download PDF |
Comprehensive Credit Report (CCR) guide |
Download PDF |
Comprehensive Credit Reporting (CCR) checklist
Use our home loan assessment quick approval checklist to ensure you're equipped for enquiries relating to CCR. |
Download PDF |
Cross collateral loan application submission guide
This guide will help you with submitting cross collateral loan applications. |
Download PDF |
Downloading and Logging in the ApplyOnline App
This guide will instruct you how to locate and download the ApplyOnline mobile app. |
Download PDF |
Emailing supporting documents
This guide will help you email supporting documents to Macquarie. |
Download PDF |
Equifax IQ Connect password reset and Access Seeker reports
Instructions on the IQ Connect password reset process and how to run an Equifax Apply (Access Seeker) report. |
Download PDF |
Getting the fastest approval
This guide has been designed to help you get the fastest formal approval. |
Download PDF |
Home loans credit guide
This is the credit guide for home loans provided by Macquarie. |
Download PDF |
Home loans product guide
This guide consists of a product overview of our current Basic home loan and Offset home loan. It also provides an overview of the features and functionality of these products. |
Download PDF |
How to read a credit report guide |
Download PDF |
Living expenses guide
A guide to living expense collection requirements. |
Download PDF |
LDF Fact Sheet
This fact sheet will assist borrowers with their understanding of low deposit fee when applying for a home loan |
Download PDF |
Mature Age Borrower Loan Scenarios
This guide will assist with your understanding of our credit policy relating to mature age borrowing and exit strategies. |
Download PDF |
Premium property policy summary
A one-page guide to premium property policy guidelines. |
Download PDF |
Principal increase application submission guide
This guide will help you with submitting principal increase applications. |
Download PDF |
Resubmitting applications in ApplyOnline
This guide will help you resubmit applications in ApplyOnline. |
Download PDF |
Selecting an interest-only repayment option
This guide will help you understand your requirements when submitting an interest-only repayment option. |
Download PDF |
Selecting products and features in ApplyOnline
This guide will help you select Macquarie products in ApplyOnline. |
Download PDF |
Statutory declaration guide
We’ve created this guide to help you when a statutory declaration is required, and name discrepancies exist across your client’s identification documents. It outlines acceptable criteria for verification of identity to help streamline your submission experience. |
Download PDF |
Submitting a data assess pre-approval
This guide will help you submit a data assess pre-approval. |
Download PDF |
Submitting a Macquarie Home Loan
This guide will help you from submission through to settlement. |
Download PDF |
Supporting Documents Checklists
This guide will help you locate the supporting documents checklists in Macquarie Access. |
Download PDF |
Tips to speed up your application
This guide will help you with a smoother and faster application process. |
Download PDF |
Variations reference guide
This reference guide outlines the general information required for post-settlement technical variations and maintenance requests post-settlement. |
Download PDF |
Valuation Status Enquiry Tool - User Guide
This user guide show you how to use the Valuation Status Enquiry Tool to: attach supporting documentation; update contact details; request a client action; request a cancellation; and lodge a valuation query (dependent on lender settings). The Valuation Status Enquiry Tool can be accessed at valstatus.valex.com.au. |
Download PDF |