Mattia works in the NSW Relationship Support team based at Concord West. The key priorities to her role are to provide excellent service to our broker partners across NSW, helping with settlements; applications approved, newly built deals, credit liaison assessment and providing structured quotes.
Why Mattia wants to help brokers, “I love the people, the daily challenge, and I have built strong relationships with our broker partners. I understand, we need to get the work done, so having a strong work ethic to always try and help to get things to a resolution are important to our brokers and their clients.”
We listen to concerns and understand the nature and importance of our brokers issue.
I care about what I do, and the work. We never forget there are always two sets of customers to think about – a broker and their client.
We may not have all the answers, but we always have a greater to team to call on to help out.
When a client doesn’t fit our key policies, it must be a standard application, refer to the minimum document requirements below:
Please read our minimum document requirements for standard applications and our Westpac Equipment Finance Key Policy brochure.
ABC Plumbing Wholesalers Pty Ltd (John & Mary Smith – Directors) run a plumbing supply business and urgently require the acquisition of a new forklift for their warehouse following the breakdown of the existing unit. The Smiths have arranged a new unit with a recognised supplier at a cost of $45k. The Smiths call their broker in the morning for assistance in financing the forklift.
The broker logs into Westpac DriveOnline and in 5 minutes has provided a quote for John and Mary Smith, who are happy to proceed with an application. The broker prepares the application via Westpac Drive Online that includes the electronic privacy consent to acknowledge instant client consent via their smartphone. The Company and Director information is pre-populated into DriveOnline from ASIC using the ABN/ACN, thereby reducing data input and improving accuracy.
The broker submits the application and immediately receives an indicative approval. Within 2 hours the formal approval arrives and is conveyed to the customer. The customer forwards the tax invoice provided by the supplier to the broker to enable documents to be produced. The broker produces a PDF version of the documents and organises a meeting with the clients to sign.
The executed documents are sent to Westpac for settlement and deal settles before 4pm, and the broker also receives their brokerage the same day.