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:

• NGID has been completed on a prior application with Macquarie as the lender in the last 12 months,
• 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 up to 2 years post expiry).

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, and
• future applications for your client.

Below are instructions on how to link a NextGenID report to another application.

Steps:

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

Example: if an applicant has previously completed NextGenID 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 company loans
• Individual(s) as trustee for Trusts
• Company as trustee for Trusts