Connective

This article outlines the broker’s responsibilities and required actions when managing data breaches involving personal information under the Notifiable Data Breaches scheme.

Data Breach Policy

Guidance for brokers on identifying, assessing and preventing income fraud through effective document verification and conversations with clients.

It’s time to crack down on loan fraud!

This article brings together Connective’s key living expense resources to help you apply a consistent, well-documented approach that meets lender and compliance expectations.

Make living expense assessments easier

Understand the recommendations for brokers by the CIF around information that should be disclosed to customers within your compliance disclosure documents.

Combined Industry Forum (CIF) - Broker Reporting

Residential home lending activity of Connective mortgage brokers

Admin vs Credit Activities – are your staff crossing the line?

Credit Reporting & the introduction of CCR (Comprehensive Credit Reporting)

Use this guide to understand your obligations when working with guarantors, including how to manage compliance requirements, structure applications, and communicate with all parties.

Managing guarantee lending and guarantor obligations

Outsourcing Obligations

CIF Reform 6 - Information sharing

Are you considering an off-panel lender?

Your guide to using off panel lenders

Your guide to using off panel lenders for asset finance

Overview of Mandatory Breach Reporting

Customer notification of Mandatory Breaches

Explains the NSW payroll tax judgment and how it may affect broker–aggregator relationships and business structures.

Understand the recent Payroll Tax Judgment and what it means for brokers

Preparing your business for Mandatory Breach Reporting obligations

Privacy: Respecting and Protecting your customer's information

Reference Checking Protocol

Reference Checking Protocol- Consent wording

Design and Distribution Obligations

Internal Dispute Resolution

The Hawking Prohibitions

Lender Clawbacks and Internal Refinances

Avoid Costly Mistakes: Stay Compliant with Lender Valuation Tools

All Connective Members

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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