What Is FinanceVault?
FinanceVault is a secure file sharing portal that allows mortgage borrowers to share documents with their mortgage broker, safely and securely.
Data & Privacy
Easily Share Documents & ID
Streamline The Approval Process
How FinanceVault Works
5 Steps To Simplify Your Home Loan Application
Step #1 Document Request
Your broker sends you a document request via email.
Step #2 Get Started
You log in securely to FinanceVault via your unique link.
Step #3 Document Upload
You upload the documents requested.
Step #4 Clarification
Your broker reviews and reverts back with any questions.
Step #5 You’re Done!
Sit back and relax...your broker has everything they need.
Your Information Is Safe And Secure
Safeguarding your information is at the heart of everything we do.
Your documents will be shared directly with your broker (and no one else).
Gold Standard Encryption
Secure Access Via Unique Links
Mobile & Desktop Compatible
Access For Authorised Persons Only
Frequently Asked Questions
Here are a few FAQs we get a lot. If you have any other questions, please contact us.
If you have not received an invitation to share documents, please contact your broker directly.
Q: I’m a borrower. How do I log into FinanceVault?
A: Your mortgage broker will send you a secure, personalised link via email that will allow you to set a password and log into FinanceVault. Inside FinanceVault, you’ll find requests for the specific documents your broker requires to process your loan.
Q: What will happen after I upload the requested documents?
A: Your mortgage broker will review your documents, and either validate them for lodgement to your lender, or revert back to you for clarification. Sometimes lenders will request documents or information in several stages. Your broker will let you know as each request comes in.
Q: What if I need assistance?
A: FinanceVault has been designed to be very easy to use. However, if you do require assistance, your mortgage broker will be happy to walk you through the steps.
Q: I’m a mortgage broker. How do I sign up for FinanceVault?
A: FinanceVault is the document upload portal feature contained within BrokerEngine. Mortgage brokers can find out more about signing up here.