Efficient submissions aren’t just about speed - it's about acting in the best interest of your client. When your submissions are , complete and accurate, lenders can move faster, and your clients feel that momentum too. The smallest detail can hold things up: a mismatched name on an ID, incorrect income frequency, or extra documents that don’t belong.
Getting it right the first time saves time and stress, and it gives your clients confidence that they’re in good hands.
Smart tech helps brokers work faster and stay compliant at every step, from automated ID checks to real-time valuations.
For brokers, Open Banking “helps guard against fraud and lets brokers have more meaningful, data-driven conversations with clients,” says Robert Wozniczka.
These tools don’t replace the human element – they make space for it. Increase your efficiency in securing loan approvals and spend less time chasing documents.
Rachel Morrison shared that Macquarie recently assessed a loan in just 17 minutes proof that precision pays off. Her advice:
“We don’t need pages of broker notes. Just tell us what we can’t see in the application.”
Not every deal is straightforward, but every deal benefits from structure.
Michael Goerner from Connective Lending said “Complex is a moment in time. The solution to complexity is knowledge through education and experience.”
A simple finance or income flow chart can make the story clear for lenders and clients. And when things get tricky, your BDM is your best ally.
Key compliance steps that help ensure “first touch” approvals:
And if you’re ever unsure, reach out to your BDM or compliance team for guidance.
A disciplined process protects brokers, clients and lenders and reinforces professionalism across the industry. The time you invest upfront means faster approvals, more trust and stronger referrals to generate new business as a result.
Inefficient submissions don’t just slow things down, they carry risk:
Getting it right the first time protects your business and delivers a better experience for your client.
We’re proud to support brokers who set the standard for professionalism and service.
Submission efficiency isn’t just a compliance exercise it’s a reflection of the trust you build with clients and lenders every day.
Faster approvals, clearer communication, and happier clients is what getting it right the first time is all about.
If you ever have questions about compliance or governance, reach out to our membership consultant for a free consultation today.
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