Westpac Broker

This article talks solely about Westpac Broker. Let’s get started:

Current Broker Processing Unit (BPU) Processing Times 
Platinum  5 business days
Platinum (Self-Employed deals) 32 business days 
Gold  7 business days
Gold (Self-Employed deals)34 business days 
Accredited12 business days
Accredited (Self-Employed deals)37 business days

Broker Credit Policy & Scenarios:

We have introduced a dedicated email to support you with credit scenario questions.

Ensure you include the below details in your email and a dedicated Credit Manager will respond by email or a phone call to discuss your query within 3 business hours:

  • Broker name
  • Broker ID
  • Business Development Manager 
  • Contact number

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Rates and offers
View the latest rates and offers for Westpac’s home and investment loans.
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Ideas Hub
Explore your new learning centre and inspire your next big idea.
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Products
Learn about Westpac’s home and investment loan products.
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Policies
Everything you need to know about Westpac’s policies and procedures.
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FORMS AND RESOURCES

Application forms

Form
Guarantor Application Form (PDF 262KB)
Introducer Application Pack (PDF 1MB)
Business Lending and Residential Loan Application Form (PDF 273KB)
Supporting Documentation Checklist (PDF 119KB)
Borrowers Income Declaration (PDF 77KB)
Lenders Mortgage Insurance Checklist (PDF 94KB)
Approval in Principal to Full Loan Approval Form (PDF 218KB)
Lenders Mortgage Insurance (LMI) Fact Sheet (PDF 79KB)
Remote Indigenous Communites Verification Form (PDF 619KB)

Servicing forms

Form
Redraw Activation Form (PDF 39KB)
Direct Debit Request: Loan Repayment (PDF 243KB)
Direct Debit Request: Interest Only Loan Repayment (PDF 170KB)
SmartPay Activation Form (PDF 187KB)
Limit Rebalance LOV for EAL Plan 2 (PDF 68KB)
NSW – Mortgage Witnessing Requirements (PDF 34KB)
Existing Loan Maintenance Checklist (PDF 269KB)
Request to Vary Security Form
NSW – Statutory Declaration (PDF 448KB)
SA – Statutory Declaration (PDF 380KB)
WA – Statutory Declaration (PDF 467KB)
QLD – Statutory Declaration (PDF 400KB)
TAS – Statutory Declaration (PDF 609KB)
ACT – Statutory Declaration (PDF 680KB)
NT – Statutory Declaration (PDF 405KB)
VIC – Statutory Declaration Verification of Identity (PDF 488KB)
NSW, ACT, VIC, SA – Alternative Overseas Identity Verification Certification (PDF 384KB)
QLD – Alternative Overseas Identity Verification Certification (PDF 144KB)
Customer – Westpac Instructions for Overseas Verification of Identity (Vol) and Witness Process (PDF 35KB)
Lender and Broker – Westpac Instructions for Overseas Verification of Identity (Vol) and Witness Process (PDF 583KB)
Australian Embassy / High Commission / Consulate Identity / Witnessing Certificate (PDF 39KB)
Westpac – Verification of Identity Checklist and Certificate for Non-Individual Entities (PDF 2MB)
Westpac – Verification of Identity Certificate (PDF 1MB)
Post Settlement Broker Authority (PDF 42KB)
Westpac – Verification of Identity  Video (PDF 774KB)
Virtual Guarantor Appointment Declaration Form (PDF 1MB)
Home Loan Variation Request  (PDF 658KB)
COVID-19 Broker Interest Only Form (PDF 80KB)

Loan Increase guides and forms

Form
Loan Increase (Top Ups) Procedures (PDF 139KB)
Request for Loan Increase Application (Standard Type) (PDF 255KB)
Electronic Communication Consent (ECC) Form for Top Up Letter of Variation (LOV) (PDF 474KB)

Priority refinance(XRO) forms

Form
Priority Refinance Guide to Eligibility (PDF 25KB)
List of Financial Institutions (PDF 238KB)

Construction loan (Residential) forms

Form
Guide to Westpac Residential Construction Loans (PDF 1MB)
Independent Advice Report (PDF 86KB)

Company IPL forms

Form
Business Introducer Application Form (PDF 273KB)

Broker hotline

1300 130 928

8.30am – 7pm (AEST), Monday – Friday
8:30am – 8pm (AWST), Monday – Friday