A Simpler Way to Provide Your Documents

Supporting documents are an important part of your finance application. My Documents allows you to provide the information requested by your Formal Finance broker digitally, making the process more convenient and organised.

By keeping document collection in one place, we can review the information provided, identify anything outstanding and continue progressing your application.

✓ Convenience – Upload your supporting documents digitally without the need to print or deliver paperwork.

✓ Organisation – Helps keep your documents together and makes it easier to identify any outstanding information.

✓ Efficiency – Reduces unnecessary back-and-forth, helping us prepare and progress your finance application.

✓ Keeping Things Moving – Allows us to review your documents and follow up promptly if any additional information is required.

We understand that your supporting documents may contain sensitive personal and financial information.

Formal Finance handles the information you provide in accordance with applicable privacy obligations and our privacy practices. Your documents are used to assist with preparing and progressing your finance application, including sharing relevant information with lenders and other authorised parties where appropriate.