Submit an application

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

Sign in to Introducer Net and download our online lodgement software. You will then be able to complete the online application form and submit the deal electronically. Complete and fax pages 1-3 from the Introducer Kit to the Westpac Broker Processing Unit to complete the application process:

 Introducer Application Pack (PDF 301kb)

Please note: If you are unable to submit the deal electronically, complete and fax the entire Introducer Kit to the Westpac Broker Processing Unit.

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 following month after settlement. Any applicable trail will be paid by the 15th of the each applicable month following your eligible upfront commission.