How-to submit Personal Loan applications with ease

With this easy-to-follow guide, you can submit personal loan applications quickly and confidently, backed by fast decisions and dedicated broker support.

Access the Broker Portal

Log in to the Broker Portal using your credentials.

Start a new application

Navigate to the side menu and select Personal Loan under ‘New Application’, then choose ‘Apply on behalf of your client’ and click ‘Start Application Now’.

Enter your client's basic details (full name, date of birth, address, and contact information) to generate a rate estimate. We’ll run a soft credit check (this won’t impact their credit score) and provide indicative rates and repayments.

Finalise application

Choose the preferred loan term and amount, then enter your client’s full details, including income, expenses, and liabilities.

Upload the required documents, including:

• ID (drivers licence or passport)
• Income verification (payslips or bank statements)
• Any other supporting documents (liability statements, etc.)

‍

Submit the application

Once the application is complete and the documents are uploaded, click “Submit Application”.

Most applications are assessed within 2 business hours.* You’ll receive the outcome via email and in the portal.

If approved, your client will also be notified by email and can review, accept, and draw down their loan. If anything else is required, we’ll be in touch promptly.

Need help with a deal?
Reach out to your RM

Fast, responsive and directly linked to our credit and broker support teams, our desk-based Relationship Managers can help you with:

💡For anything deal-related, start with a call to your RM, It’s the quickest way to get your deal moving!

Plenti's product guides

Get up-to-date on the latest product and policy information with our product Guides.