One of the irritations of a home loan application is preparing and sending all the supporting documentation that the lender requests. Payslips, drivers’ licences, bank account statements all contain highly confidential information, so it’s important that we continue to ensure your data is safe.

Rather than sending multiple emails, which if you mistype the email address, could be sent to the wrong person, we’ve implemented a file collection portal called FileInvite to ensure your files come directly to us.

This portal uses the same encryption technology used by banks. Any information sent or uploaded uses a secure, SSL/HTTPS connection, and all files are encrypted both in transit and at rest. Every file is automatically encrypted when stored as well as during upload. The whole system is audited by independent security professionals on a regular basis.

Client benefits when using FileInvite

• Your data is secure using the same encryption technology as the banks
• Data sent through this portal is more secure than emailing the files directly
• You can see the full list of required documents and what items are still outstanding
• You’ll be notified when an uploaded document has been accepted or if it doesn’t meet the lender’s requirements
• Upload files directly from your computer’s hard drive
• Include a message or more information in each item’s notes section
• You don’t have to upload everything at once and can return to the portal and upload at anytime
• You don’t need to remember a password, your link is customised to you
• The secure portal is read only, so as soon as you leave the portal the files are locked
• If you only have hard copy files, you still have the option to post them to us
• You don’t need to send loads of emails with multiple attachments – and receive multiple email responses from us!

Easy to use client portal

When you receive your personalised link, you’ll be able to see all the documents that are required. Each document request gives you the ability to upload one or multiple files and type a note, should you need to explain something about the document.

We provide a full description to help you provide the correct documentation that meets the lender’s requirements, so you don’t have to resubmit files later on.

Once you click save, the files are uploaded and locked. If you forgot to upload something or have a question, you can send us a message directly through the portal.

Read only portal ensures your files are secure

Even if you refresh the portal page while you are still on it the files are locked. Think of it like posting a letter; as soon as you let go of the envelope you can’t access it any longer, and it is secure. Only individuals with the appropriate authority can access it after that.