Re-use your client’s NextGenID reports

You can re-use your client’s previously completed NextGenID (NGID) report, creating a smooth experience for you and your client.

Also, you can have confidence that the report is still valid, as it’ll only be available to use if:

• the NGID has been completed on a prior application with Macquarie as the lender in the last 12 months,
• the NGID is requested by you, the same broker from the same office,
• using the same full legal name and mobile phone number, and
• the ID documents are still valid (Australian passports are still acceptable up to 2 years post expiry unless cancelled).

If any of the above requirements are not met, you won’t have the option to select the previous report on ApplyOnline.

You can use this feature for:

• linked applications - submitting multiple applications at the same time,
• cloning and resubmitting applications, and
• future applications for your client.

To link a NGID report to another application

1. Send an initial NGID request to your client
2. Once the status has been updated to ‘Completed’, you’ll be able to start linking the NGID report to other applications
3. In the subsequent applications, on the Applicant tab go to the Financial Passport
4. On the NextGenID tile, select Get Started. A pop-up will appear.
5. Select each applicant, and if a previous NGID report is available, you’ll have the option to select Use existing NextGenID
6. Once selected, click Request NextGenID.

A NGID report can be linked regardless of their applicant type or role across multiple applications.

For example, if an applicant has previously completed NGID as a director of a company, when they submit a future application as an individual borrower, if all requirements are met, you’ll have an option to link the previous report.

The multi-app feature can be used for all acceptable applicant types, including:

• Individuals
• Directors of companies
• Individual(s) as trustee for Trusts
• Company as trustee for Trusts