Building more rewarding relationships with brokers

I bank with Macquarie

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We’re focused on creating a rewarding relationship with you by making it easy to do business with us and helping you deliver great outcomes for your clients.

We’ve designed digital tools to help you save time and streamline your processes so you can concentrate on what’s most important – your clients.

 

The Broker Portal

Check out the Macquarie Broker Portal

With the Macquarie Broker Portal it’s quick and simple for you and your support staff to get the information you need when you need it, through a more streamlined digital experience.

The Portal has been designed with you, the broker, front and centre, to empower you and help you provide an exceptional experience to your clients when they choose to bank with Macquarie. Through our Broker Portal, you can set up support staff with dedicated access, talk to us with live chat and track applications in real time.

All you need is your Macquarie ID and password to start using the broker portal today.
 

In-flight application tracking

With real time application tracking, we’re giving you the tools to provide more certainty to your clients throughout the application process.

See all your inflight and recently settled applications all in one place so you can easily track the status of your clients’ deals.

Plus, see all applications in list view and get a quick overview of those that require action.

Visibility of your current clients

Our ‘Existing Clients’ function empowers brokers to continue providing great service to their clients after an application settles.

You can easily search your existing clients by name, facility, or account number. You can then view limit, interest rate, remaining loan term, repayment type and much more.

Broker Help Centre

The Macquarie Broker Help Centre is your online resource where you can get fast answers to many of your everyday queries, throughout all stages of the home loan process and beyond. There are now more than 200 frequently asked questions live on the help centre covering topics including home loan products, commissions, the broker portal and more.

What our brokers are saying about the portal

TBC

“The information available is top class with instant access to clients’ loan balances, rate and more. Also, the loan tracking is awesome with every touchpoint well documented.”
 

Mike O’Connor
GenWealth Financial Services

 
TBC

“The level of detail for both new and existing [clients] is spot on. We don’t even need to call up [broker support] anymore to complete settlement letters or client annual reviews.”
 

Amelia Pignone
LendX Broker

 
TBC

“This is fantastic. Makes me want to build a book with Macquarie just so we can service clients better.”
 

Daniel Deryan
Deryan Financial Group

 

Next steps

 

Broker Portal

Get started on the portal today using your Macquarie ID and password.

Broker Help Centre

Get fast answers online to many of your everyday queries.

Learn more about Macquarie

To learn more about our products and teams visit our broker site.

Additional information

This information is provided by Macquarie Bank Limited ABN 46 008 583 542 Australian Credit Licence 237502 for the use of licensed and accredited brokers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.