The Macquarie Broker Portal enables you and your support staff to quickly and easily get the information you need online, meaning less time waiting to contact us and more time to spend with your customers and on your business.
To access the Broker Portal, you’ll need your Macquarie ID. Find out more about how to log in to Broker Portal.
Only home loan and offset accounts with a BSB starting with 182 will be displayed in Broker Portal.
Your customer provides their consent in their loan documentation for you to be able to access their loan details. They can revoke their consent at any time after settlement.
For home loan accounts with a BSB starting with 183, your customer can view their loan accounts in their Macquarie Online Banking or the Macquarie Mobile Banking app.
For access and optimal performance for the Portal, you’ll need to use the latest version of the following browsers:
Register your support staff and provide them with access to the digital tools of Broker Portal for your portfolio. Once set up, support staff have the same access to Broker Portal as you, enabling them to support your customers and business quickly and securely.
Chat is a two-way communication channel, available through our Broker Portal for you and your support staff. If you can’t find an answer on Broker Portal or Broker Help Centre, our teams are available to assist.
See all your inflight and recently settled home loan applications in one place so you can easily track the status of your customers’ deals. Including:
Applications that have been withdrawn, cancelled, declined, or duplicated will be visible up to 30 days after the last status update.
Once you’ve submitted an application, if our team requires additional documents or clarification to make an assessment, you can quickly and securely upload documents directly to our team.
Once a home loan has settled, easily search your existing home loan customers by name or account number through the Existing loans section. You can then review information such as:
For your existing customers’ home loans, you and your team can request variable rate reviews from our Broker Portal. Simply locate your customer’s home loan facility in the Existing Loans section of Broker Portal to start the process.
Within Broker Portal, we’ve introduced security settings to further protect your customer’s information and your business, which can be managed through the portal.
To view security settings in Broker Portal,
Here you’ll be able to:
Note: making changes to the above may require verification through Macquarie Authenticator.
There are two security levels to consider in Broker Portal. Both require multi-factor authentication through our Macquarie Authenticator app, providing two different layers to verify your identity.
When you log in, a pop-up will appear asking if you’d like to trust the browser. If you choose to trust the browser, next time you log in you won’t need to verify through Macquarie Authenticator.
At any time, you can view and manage your trusted browsers. If you’ve chosen the enhanced security level, you’ll have the option to trust browsers that you regularly use.
You should always recognise the browsers connected to your Broker Portal log in. If you notice anything suspicious, contact us via live chat.
Note: some browsers can’t be added as a trusted browser if they aren’t compatible with the feature or if they’re in private mode.
It is critical to always keep your password secure and ensure that no other user has access to your log in credentials. You’re able to update your password via Broker Portal and confirm the change with Macquarie Authenticator.
If you’ve previously enabled other team members to access your Macquarie Broker Portal, it’s important to:
After setting up Macquarie Authenticator on your mobile devices, you’ll be able to view and manage them through Connected devices in the Broker Portal. Simply navigate to Security Settings, which can be found in the top right corner of the screen.
If you no longer use a connected device and still have an active device connected, you can remove the device no longer used through Broker Portal. In Connected devices, simply find the device you wish to deactivate and click Deactivate app. You’ll need to verify the change via a Macquarie Authenticator notification.
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Track your applications, view our processing times and easily access your existing customer's loan details, all within Macquarie Broker Portal.
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