Broker videos: everything you need, a minute or two at a time
Australia's fastest and most flexible business loans, explained for the people who place them. Seven short videos, in the order our welcome email and tip series send them: the portal, the product, the scenario, the urgent deal, the conditional approval, the client you keep, and the clients already in your book.
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The partner portal, start to finish
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What HomeSec can do for your clients
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The Simple Seven: a scenario in seven details
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When the client needs funds tomorrow
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Conditional approvals from your portal
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Broker A or Broker B?
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Helping your self-employed clients
What each video covers
The partner portal, start to finish
The tour every new partner should watch first. Where Dashboard is, how to lodge a full application or a scenario, how to find a deal by name or stage, where your links and training are, why we ask for bank details, and how to save the portal to your phone.
What HomeSec can do for your clients
The whole product in two minutes: first and second mortgage business loans from $20k to $5M, funds in your account in as little as 24 hours from a clean, complete scenario, up to 6 months no repayments, no valuations, and the six steps from lodgement to settlement.
The Simple Seven: a scenario in seven details
Forty-two seconds with Paul Stone on the seven details that get you an indicative yes or no within minutes, and the three documents that turn a yes into a conditional approval.
When the client needs funds tomorrow
What a business owner does when the money is needed by tomorrow and the bank cannot move that fast, and how you, as their broker, take that call: the speed path, the urgent scenarios, and keeping the client while the bank refinances.
Conditional approvals from your portal
A screen-by-screen guide to the conditional approval generator: set your brokerage and colour, share the link or embed it on your website, and your client checks, applies and signs without waiting.
Broker A or Broker B?
A role play with a $300,000 deadline. One broker offers a refinance in two months and loses the client; the other offers a short-term business loan with the refinance as the exit and keeps the client for life.
Helping your self-employed clients
Paul Stone on diversifying with the clients you already have: go through your database, raise solutions beyond the home loan, and ask self-employed clients about creditors, tax debts, expansion and buyouts.
Where to start
New to HomeSec
Start with the product guide to see what we lend and how a deal moves, then the Simple Seven, which is the fastest way to find out whether a client fits. Broker A or Broker B shows when to reach for a private loan and when the bank is the better answer.
Already a partner
Watch the portal walkthrough and save the portal to your phone, then the conditional approval guide, so you can set up your own form and share it with clients or put it on your website. Keep the funds-tomorrow page for the day an urgent deal lands.
Who sends us deals
Mortgage brokers who write home loans and want to help their self-employed clients with the business side. Commercial and asset finance brokers with a client the bank cannot fund in time. Accountants and bookkeepers whose clients have a tax debt or a cash squeeze. Referral partners who would rather pass on a short lead and let us do the rest. Each video is written for one of those conversations.
How to use the series
Each page opens with its video and then goes deeper: the steps in order, the exact button names in the portal, examples of a good and a thin scenario, and the questions brokers ask us most. Watch the video when you have two minutes; come back to the page when you have a deal on your desk.
If you are new to HomeSec, the short version is this. We lend our own money, against residential or commercial property, for a business purpose, from $20k to $5M. There is no valuation and no financials. Your client can have up to 6 months with no repayments, repay early with no penalty and extend with no fee. Send the Simple Seven and a real Lending Manager will come back with an indicative answer, usually within 30 minutes in business hours. Your brokerage is paid the same day the loan settles.
In order: the partner portal, the product guide, the Simple Seven, when the client needs funds tomorrow, conditional approvals, Broker A or Broker B and helping self-employed clients.
Questions about the broker videos
Who are these videos for?
Which video should I watch first?
Do I need to be a HomeSec partner to send a deal?
Can I share these videos with clients?
Where do I lodge a deal?
More for brokers: lending criteria for brokers, run a scenario, the partner programme and the full HomeSec video library.
Reviewed by Jason Brockmuller, Joint Chief Executive