Introducer accreditation

Whether you become accredited through an Aggregator or directly and depending on whether you are a Broker or Referrer, you will need to complete the following requirements to finalise your accreditation with Westpac:

Brokers
 As part of becoming an accredited Broker with Westpac, you are required to complete some basic product training. This helps you understand our products and services and makes it easier for us to work together. It also helps you select the right solutions to meet your clients' needs.

Please choose the area of accreditation you are interested in:

Please note: If you are becoming accredited for multiple products, you will need to complete the relevant process for each area.

Referrers
 To become a Referrer is simple. Fill in an Adobe Acrobat Reader PDF ID Request Form (PDF 80kb)  and once it is approved, you can start:

Please note: as a Referrer, you do not need to complete any product training.

Business Finance accreditation

Once your application for accreditation has been accepted, you will need to complete two online product accreditation modules - Long Term Finance and Short Term Finance. Before you begin, please note:

  • A login and password will be emailed to you
  • Each module should take approximately 20 minutes to complete
  • At the end of each module, there are a number of multiple choice questions that must be answered correctly.

The benefits of gaining accreditation online include:

  • You'll learn from a quick and effective, self-paced tool
  • Successful results automatically sent to Westpac
  • You can start writing loans sooner.

When you have completed the modules, your accreditation will be processed and you will be notified when your Introducer number is activated. You will also be provided with an Introducer Kit, which contains all the relevant forms and processes so that you can start doing business with us. Remember, your Business Development Manager is available to take you through the first few deals.

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Equipment Finance accreditation

For further information about obtaining Equipment Finance accreditation, talk to your .Westpac Business Development Manager (BDM).

Home Loan accreditation

As a Mortgage Broker, your accreditation with Westpac involves attending a workshop where you will receive training on:

  • Our products
  • Our lending requirements (e.g. serviceability, lending ratios, mortgage insurance, document verification)
  • Deal lodgement processes
  • Using Introducer Net (our secure online lodgement service)
  • Your key relationships and support within Westpac.

You will then receive a complete Introducer Kit, which contains all the relevant forms and processes so that you can start doing business with us.

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