You and your support staff can view your client’s rate type through the Macquarie Broker Portal. Search using their name or account number, through the Existing Loans section.
Clicking on the results will show a preview panel providing more information about that loan. To get a more comprehensive view, you can select the View Facility button.
On the Facility page, you’ll be able to view the client’s rate type and expiry plus information such as loan structure, interest rate, limit, remaining loan term, repayment type and much more.
Loan accounts with a BSB starting with 182 will be displayed.
For loan accounts with a BSB beginning with 183 (or previously 032), your client will be able to view this through Macquarie Online Banking.
Please note: your client provides their consent in their loan documentation for you to be able to access their loan details. They can revoke their consent at any time after settlement which will remove your ability to view their account details.