Skip to main content Skip to main navigation
Skip to search input

Do you have an affiliation with an aggregator?

Before starting our accreditation process, contact your aggregator representative for accreditation support and process guidance. Ensure Westpac’s on your aggregator's lending panel for the accreditation you seek. 

Steps to become a Westpac Equipment Finance Broker

Complete application

Fill out your application:

Equipment Broker application form (PDF 1MB)

Get application sign off

Your aggregator needs to sign off and lodge your application and supporting documentation.

Receive accreditation

If your application is successful, you’ll receive an accreditation code and DriveOnline login.

Your BDM contact

One of our Equipment finance Business Development Managers will contact you.


Steps to become a Westpac Commercial Broker

Complete application

Fill out your application:

Commercial Broker application form (PDF 1MB)

Get application sign off

Your aggregator needs to sign off and lodge your application and supporting documentation.

Receive accreditation

If your application is successful, you’ll receive an accreditation for Commercial finance

Your BDM contact

One of our Commercial finance Business Development Managers will contact you.

Want to transfer your accreditation?

If you want to transfer your accreditation to another aggregator, you'll need to complete this form and email it to us: 

Westpac Group Transfer of Accreditation form (PDF 1MB)

Need more help?

Broker forms

Access the most current versions of the forms you’ll need to work as a Westpac Broker and to complete your client applications.

Explore broker forms

 

Broker resources

Find the tools and information you need to assist your clients, from published rates to handy website links, worksheets, guides and more.

Explore broker resources

Minimum volumes and information

At Westpac, we don’t impose broker volume requirements. However, we expect regular engagement between accredited brokers and ourselves to maintain adequate process and product knowledge, ensuring the best outcomes for our mutual customers. 

Things you should know

Westpac Group Broker Code of Conduct

 

Credit criteria, terms and conditions, fees and charges apply. These may change or we may introduce new ones in the future. Full details are available on request. This information does not take the borrower’s personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Please ensure you/ the borrower(s) read the disclosure documents for the selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Target Market Determinations for certain products are available.

 

If any of the information related to (or provided by) the Westpac Banking Corporation that you rely on is printed, downloaded or stored in any manner on your systems, files or otherwise, please ensure that you update your systems and files with the most up-to-date information provided by us and rely only on such updated information. Our site is secure. You can read our security information.

 

Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.

 

The CitoPlus digital platform is offered and operated by CitoPlus, not Westpac Banking Corporation (Westpac). CitoPlus is not exclusive to Westpac customers.

 

By accessing and submitting an application through the CitoPlus platform, you will enter a third-party platform not owned by Westpac. For all personal information you provide to CitoPlus or upload to the CitoPlus platform please see the CitoPlus Privacy Policy. The CitoPlus Privacy Policy, is also available on the CitoPlus website. 

 

Westpac pays fees to CitoPlus in relation to Westpac’s access to and use of the CitoPlus platform. Included in those fees is an amount paid in connection with each loan application submitted to Westpac through the CitoPlus platform.

 

There are also fees that you will need to pay in relation to your use of the CitoPlus platform. Please visit https://citoplus.com.au/contact-us to find out more.