Submit an application

If you are a Westpac accredited Broker and your customer requires Business Finance, please follow the steps below:

Step 1: Broker and client appointment

Assess your client's needs and recommend the best product. Refer to our product information for details.

Step 2: Application completed

Download and complete the following required forms then submit the loan application by fax/mail to your Business Banking Manager (BBM):

Adobe Acrobat Reader PDF Business Finance Introducer Application (PDF 210kb)

Microsoft Word Rich Text Format Business Finance Introducer Application (RTF 1.02Mb)

Microsoft Excel Serviceability Worksheet (XLS 99kb)

Adobe Acrobat Reader PDF Serviceability Worksheet Training Guide (PDF 1.37Mb)

Adobe Acrobat Reader PDFWorking Assets Statement (PDF 40kb)

Adobe Acrobat Reader PDF Privacy Consent and Acknowledgement Form (PDF 54kb)

Find out more about using these forms.

Step 3: Decision

Westpac advises of application decision regarding a Conditional Approval.

Step 4: Acceptance

Once the deal has been unconditionally approved, loan documentation is forwarded for formal acceptance by client.

Step 5: Settlement

Client loan settlement.

Step 6: Your Commission

Your eligible upfront commissions will be paid by the 15th of the month after settlement and any applicable trail will be paid the months following.

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