View rate type

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. 

Request rate review

Loan accounts with a BSB starting with 182​

If you'd like to request a variable interest rate review for your client's home loan, you or your support staff can log in to the Macquarie Broker Portal and locate your client's account in the Existing Loans section.​

​Click on the Request Rate Review button on the top right-hand corner of the loan account section. You can then follow the prompts to submit a variable rate review request.

Once a request is submitted, we’ll be in touch with an outcome generally within 3 days.

Confirmation of discount

If a discount is available for your client’s account, we’ll send a confirmation email to the requestor of the rate review (i.e. you or your support staff). This email will note your client’s discounted rate and its effective date (i.e. the date the discount will be applied). Your client will also receive a Variation Confirmation confirming the changes.

Loan accounts with a BSB starting with 183

Rate reviews for loans with a BSB starting with 183 need to be submitted by your client via the Macquarie Mobile Banking app or Macquarie Online.

Clients can visit the Personal Help Centre to learn how to request a variable rate review.

Fix client’s rate

If your client is interested in our fixed interest rates, see our Fixed Interest Rate Card.

To fix a portion or all of their loan, your client will need to get in touch with our team using live chat.

Before your client contacts us

You may wish to discuss the structure and/or fixed terms your client is interested in to ensure they're prepared when they contact us.

Our Help Centre article Switching to a fixed rate home loan provides important information your client should understand prior to fixing. Our team can provide further support to your client via live chat in Macquarie Online Banking.

Applying a fixed rate to an offset home loan product

If your client wants to fix 100% of their loan and is currently on an Offset Home Loan, they can switch to a Basic Home Loan and convert their offset accounts to transaction accounts.

Alternatively, your client has the option to split and fix. This will enable your client to fix a portion of their limit and keep the other portion variable with a linked offset account. The variable interest loan account will need to have an account limit of at least $20,000.

Your client can contact us using live chat and we can organise these changes with no forms required.

Log in to Broker Portal

Track your applications, view our processing times and easily access your existing client loan details, all within our Macquarie Broker Portal.

Search the Broker Help Centre

Find answers faster to your everyday queries with our Macquarie Broker Help Centre. Search by keywords or by category to find exactly what you need, when you need it.

Meet the team

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