iQuote + eSign = Faster approvals

La Trobe Financial is constantly improving its processes by implementing a variety of technological advancements that focus on improving efficiency and reducing turnaround times.

iQuote has arrived

Our latest game changing innovation, iQuote, provides brokers with 24/7 ‘self-serve’ access to our conditional loan approval program, meaning brokers can now generate conditional approvals for their clients within minutes!

iQuote will save you time, while streamlining the loan approval process for prospective clients.

+ eSign capability

In addition to iQuote, brokers can now use eSign on ApplyOnline using DocuSign technology to gather a client’s signature online without the need for a face-to-face appointment, saving time and effort for all parties. Documents now available to eSign are the Easy Lodge Broker Support Form (which includes the Privacy Consent Form) and the Self-employed Borrower Repayment Declaration.

The power of two

iQuote, together with eSign, makes obtaining conditional approval a breeze. Using iQuote, found on the Broker Portal, brokers can generate a conditional approval ready to present to their client in just a few clicks, then have the prospective client sign the necessary documents electronically with eSign.

Try our fast approval process today:

First, log into the Broker Portal and select the iQuote tab.
Input the prospective client’s details into iQuote.
Shortly after, if the prospective loan is eligible, you will receive a conditional approval that can be presented to your client.
Once ready to submit the application, simply include the iQuote reference number in the “Pricing Approval Code” field of the Loan Details section within Apply Online when preparing the application submission.
To fast track the approval process – order the valuation through our Valuer Hub and provide the valuation report with the application submission, together with income verification via BankStatements.com.au and all required supporting documentation, and the application will move straight to assessment for formal approval.

Try iQuote

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