Digital tools to enhance your customer’s experience with Connective Essentials

Keeping you and your customers updated and empowered is a key focus for us at Connective Essentials. You get a dedicated case manager at each stage of the process, updates at your fingertips through our Preferred Lender portal and a personalised welcome video for customers on the day of settlement.

A personalised welcome video

On the day of settlement, we send customers a personalised welcome video which congratulates them on the settlement of their Connective Essentials home loan, confirms key details (such as their name, address and loan amount), provides info on repayments and lets them know what they can expect from here on.

Updates at your fingertips with Preferred Lender

Our Preferred Lender portal is a simple self-service tool which you can use to view status updates, outstanding items and post-settlement information.

Many queries we receive at our contact centre can be answered quickly and easily by checking Preferred Lender. If you’re not already using it, we encourage you to reach out to your CHL BDM to help you get set up.

Here are some of the things you can see in Preferred Lender:

• View notes in real time from our Verification and Credit teams with progress updates.
• See what’s remaining to be addressed on an application and pro-actively follow up if any outstanding documents.
• Access your customers’ post-settlement information such as their next loan repayment, BPAY details and BSB and Account number.
• View interest rate information and download home loan statements.

Accessing Preferred Lender

1. Go to the Advantedge website at www.advantedge.com.au
2. Click the ‘Mortgage Brokers’ drop down and select ‘Preferred Lenders access’
3. Click ‘Login to the Preferred Lenders website’

If you haven’t got login details, then please contact your CHL BDM.

And don’t forget, you also have a case manager assigned at every stage of the process who will be in contact with you and keep the application moving.

Let’s have a chat

If you’d like to know more about what Connective Essentials has to offer, please reach out to your CHL BDM.

All applications are subject to normal credit approval criteria. Full terms, conditions and schedule of fees are set out in the relevant loan contracts. Fees, charges and government taxes may be payable. Fees and charges may be varied or introduced in the future.

Important information

Interest rates, fees and charges are subject to change. Fees and charges apply to all Advantedge products. Refer to the Fees and Charges Booklet on your aggregator’s software for full details. Fees and charges are current and may be introduced or varied in accordance with loan terms.