How do I become accredited with Mortgage Ezy?

Our accreditation process is simple – if you’re a broker who has a current Australia Credit Licence (ACL) or a member of an Aggregator that’s partnered with Mortgage Ezy, all we require are some further details to get you started.

Once you have decided to go ahead with your Accreditation, you will need to take the following steps:

Step 1.  Complete our 4 page application form.

Step 2. Provide PI Cover (current AML Anti Money Laundering Certificate) that is dated within the last 2 years.

Step 3. Provide a current Credit License from MFAA/FBAA.

Step 4. Wait for your Introducer’s Agreement, sign and return to us.

Step 5. After we receive all your approved documentation, you will be updated in our system and officially accredited, and will receive your log in and password details.

Step 6. If you come on board through your Aggregator, it only takes a 1 page application submission from them, together with AML & MFAA/FBAA accreditation.

What do I need?

ACL holders will need:
  • Contact details
  • Confirmation of a current Australian Credit Licence
  • Professional Indemnity Insurance
  • Certificate of your External Dispute Resolution provider
  • Certificate of your industry body
  • Three references from the finance industry
Credit Representatives will need:
  • Your contact details
  • Confirmation of a current Credit Representative Number
  • Certificate of your industry body
  • AML Certificate
Application to become an approved introducer:
  • Contact Details
  • FBAA or MFAA membership certificate
  • Certificate IV or Diploma certificate in Finance and Mortgage Broking and Anti-Money Laundering certificate
  • Professional Indemnity Insurance Certificate of Currency
  • Australian Credit Licence certificate
  • External Dispute Resolution body membership – Australian Financial Complaints Authority membership certificate
  • ID for the company Directors and the Responsible Manager: Driver license or passport

Get Accredited!

For more information…

  • Call 1800 TOO EZY (866 399)
  • Email sales@mezy.com.au

The process is simple:

  1.  Compile the required attachments as per the accreditation checklist (contained within the application form)
  2.  Familiarise yourself with Mortgage Ezy’s solutions, pricing and processes
  3.  Sign the application form
  4. Forward completed documents to
    • Email: sales@mezy.com.au
    • 1800 866 399

Before you know it, our great range of solutions are available to you and your valued customers!

How long does the Accreditation process take?

Once the completed requirements have been forwarded to us, you should receive confirmation within 72 business hours.

As part of the Mortgage Ezy Accreditation process we require you to review and familiarise yourself with Mortgage Ezy’s solutions, pricing and processes. Your Account Manager will assist you with this process. We also run regular webinar sessions to help with the detail! Help is always just a phone call away.