ANZ Adviser Declaration to be completed. This can be found in the latest ANZ workbook on MyCRM..

No extra documents required

No extra documents required

Latest Westpac RLD to be completed, found under Westpac in MyCRM

For Kainga Ora First Home Loan

Also ensure you send the Westpac First Home Loan Authorisation form. This is sent out for e-sign usually when ‘First Home Buyer’ is selected.

TSB Adviser Supplementary Information found in MyCRM

No extra forms required, even for First Home Loan

There used to be a requirement for a supplementary form, this requirement has been removed since 15/05/2024.
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ID Verification

Edit the client’s ID document. Add in one of the below depending on the adviser.

Divya | Deepak | Reina | Andy

Add text and include ‘ Mortgage Adviser - (Today’s Date)’ in the blank space.

Complete the ‘Broker Attestation Form’ under Co-operative in MyCRM.

For Kainga Ora First Home Loan

Also add in the 2 pages that were included in the e-signed forms for Co-op, a credit check approval and a First Home Loan Approval.