Connective Broker Resources

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Help your customers save with Latitude Financial


Alex Baldwin is back for Latitude’s latest promotion to help your customers save on interest rates for unsecured personal loans. The promotion is not just focused on generating new business, it gives your customers the opportunity to switch their personal loan to Latitude and save 1% (possibly more) on their current interest rate.

How can you and your customers get in on the action?

All Personal Loan Refinance applications lodged with Latitude from Sunday February 4 until Sunday 18 February 2018 at 11.59pm AEDT (and settled by March 1st, 2018) are eligible, provided they are Big 4 Bank Loans being refinanced.

The Big 4 Bank’s included in the promotion are:

  • Commonwealth Bank
  • NAB
  • Westpac, and
  • ANZ

What documents are required?

Latitude will require your customer’s latest 6-month loan statement for the Big 4 Bank unsecured personal loan that they wish to refinance. To be able to accept the loan statement, the following information must be present:

  • The loan statement must be from an eligible bank and issued within the last 6 months (most recently issued is preferable).
  • The customer’s name.
  • Their current interest rate.
  • Opening and closing balance.
  • Loan account number.

Processing the promotional offer is easy!

Just complete the Personal Loan application through the Latitude Broker Personal Loan Portal. Then select the following NEW Loan Purpose:

  • Rate; Switch Now

Once the application is received a Latitude Personal Loan Specialist will contact you to discuss the application. Latitude’s PL Specialist can also discuss the application directly with your customer if you prefer, just let them know when they call.

Not accredited with Latitude yet?

You will need to be accredited with Latitude to submit your application through their Broker Portal. Talk to your Broker Support Manager, just contact your Connective Asset Finance BDM – call Steve Light BDM for VIC/SA/WA on 0499 399 433 or email or call Phillip Meehan BDM for NSW/QLD on 0488 788 839 email

You can also find out more by visiting the Latitude Financial site here.

Latitude Financial Terms and Conditions: Offer valid until 18/03/18. *The Big 4 are defined as Commonwealth Bank of Australia (Commbank), Westpac Banking Corporation (Westpac), National Australia Bank Limited (NAB) and Australia and New Zealand Banking Group Limited (ANZ). The interest rate that Latitude will beat is your customer’s current annual percentage interest rate for their unsecured personal loan, not their bank’s current offered rates. Please consider existing personal loan break costs and other fees before applying with Latitude. The most recent 6-month personal loan statement is required as proof of current loan. The statement must contain the current interest rate, balance and date of statement. If they don’t have 6-month’s history, or the statement doesn’t contain the interest rate, Latitude will need a copy of the personal loan contract to prove the interest rate. They must pay out in full their existing personal loan. Additional funds are available at the same interest rate, subject to normal T’s and C’s. Normal Lending Terms and Conditions Apply. LFSBTB_050218