RESOURCES

Guides for Australian mortgage brokers

Practical, no-fluff guides on open banking, client onboarding, compliance, and the tools that make broking faster.

Client Onboarding for Mortgage Brokers: From First Enquiry to Lodgement-Ready File

Onboarding is where deals are won, lost, or stalled. Here is how to take a client from first enquiry to a lodgement-ready file: the fact find, document collection, verification, and getting it all into your pipeline without rekeying.

12 August 2026Read guide

Open Banking

Open Banking (CDR) for Mortgage Brokers: The Complete 2026 Guide

Open banking gives brokers verified, consented income and expense data in minutes instead of chasing statements for days. Here is how the Consumer Data Right works, why it matters for serviceability and BID compliance, and how to start using it.

28 July 2026Read guide

Aggregators

A Mortgage Broker's Guide to Connective Mercury Nexus

Mercury Nexus is home base for Connective brokers. Here is what it does well, where brokers often want more, and how to add a branded onboarding experience that syncs straight back to Mercury without double entry.

24 July 2026Read guide

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