Using the Macquarie Broker Portal

Broker Portal enables you and your support staff to quickly and easily get the information you need online, meaning less time on the phone and more time to spend with your clients and on your business.

You can log in to Broker Portal using your Macquarie ID and password. For both brokers and support staff, you’ll also receive a push notification on Macquarie Authenticator to verify your identity and authorise the log in. Once you’ve logged in, you can securely access a range of features.

Note: you’ll need to access Broker Portal using the latest version of the following browsers:

• Microsoft Edge
• Google Chrome
• Mozilla Firefox 
• Apple Safari. 

Live chat is a real-time, two-way communication channel, available through Broker Portal. It allows you and your registered support staff to connect with us digitally and get assistance on a wide range of queries relating to your new and existing clients’ applications and home loans.

Prior to starting a live chat, check the Broker Portal first. It has information on all your applications and existing clients to support you answering your queries faster.

Broker Portal has information always available to you and your registered support staff.

Inflight application tracking

See all your inflight and recently settled home loan applications in one place, so you can easily track the status of your clients’ deals. Broker Portal includes:

•  tracking for new home loans and principal increases
• updates on your supporting documents, and
• messages to you from our team through the application process.

Reviewing your existing clients' loans

Easily search your existing home loan clients by name or account number through the Existing loans section. You can then review information such as:  

• loan structure (including linked offset accounts
• limit
• live balance
• current interest rate
• repayment type
• fixed rate and interest only expiry dates
• remaining loan term and more

You can now also request a variable rate review through Broker Portal for accounts with a BSB starting with 182.

Viewing settled applications

You can view settled applications up to 60 days after settlement date. After 60 days, loan accounts will then be displayed in the ‘Existing loans’ section of the Broker Portal.

Applications that have been withdrawn, cancelled, declined or duplicated will be visible up to 30 days after the last status update.

If there’s an application or loan that should be shown but you can’t see it, use live chat to contact us.

Within Broker Portal, we’ve introduced security settings to further protect your client’s information and your business, which can be managed through the portal.

To view security settings in Broker Portal:

• go to the top right corner of your browser
• click the dropdown
• select Security settings from the list.

Here you’ll be able to:

• add Macquarie Authenticator to other devices using your unique QR code
• update your password, and
• manage your security settings, connected devices and trusted browsers.

Note: Making changes to the above may require verification through Macquarie Authenticator.

There are two security levels to consider for you and your business in Broker Portal. Both require multi-factor authentication through our Macquarie Authenticator app, providing two different layers to verify your identity.

1. Ultimate security level (recommended) - The most secure setting, prompting authentication each time you or your registered support staff log in.
2. Enhanced security level - Enables you to trust commonly used devices and browsers, removing the need to authenticate for each log in.

It’s critical to always keep your password secure and ensure that no other user has access to your log in credentials. You’re able to update your password via Broker Portal and confirm the change with Macquarie Authenticator.

If you’ve previously enabled other team members to access your Broker Portal, it’s important to:

• register your support staff and provide them with their own log in credentials, and 
• change your password.

After setting up Macquarie Authenticator on your mobile devices, you’ll be able to view and manage them through Connected devices in Broker Portal. Simply navigate to Security Settings, which can be found in the top right corner of the screen.

If you no longer use a connected device and still have an active device connected, you can remove the device no longer used through Broker Portal.  In Connected devices, simply find the device you wish to deactivate and click deactivate app. You’ll need to verify the change via a Macquarie Authenticator notification.

If your connected device is lost or stolen and you don’t have any other connected devices, please call our team on 02 8550 5666, Monday to Friday, 9am to 5pm (Sydney time) excluding public holidays.

At any time, you can view and manage your trusted browsers. If you’ve chosen the Enhanced security level, you’ll have the option to trust browsers that you regularly use. When you log in, a pop-up will appear asking if you’d like to trust the browser. If you choose to trust the browser, next time you log in you won’t need to verify through Macquarie Authenticator.

You should always recognise the browsers connected to your Broker Portal log in. If you notice anything suspicious, contact us via live chat.

Note: some browsers can’t be added as a trusted browser if they aren’t compatible with the feature or if they’re in private mode.