Connective - Process

process

The steps in the process of joining Connective OSN are:

  • you complete the appropriate application form, providing the supporting documentation detailed below,
  • we will arrange for a face-to-face interview with you,
  • we then assess your application by checking documents, verifying references and undertaking credit reference checks, and
  • if your application is successful, we will send out your welcome kit.

At this stage you are authorised to approach lenders to either transfer your existing accreditations or to arrange for accreditation. Once you hold the appropriate lender accreditation you are authorised to submit lending applications to any of Connective's lending partners.

Supporting documents required for a Full Member application are:

  1. Fully executed Full Member Agreement
  2. Copy of Company Registration or Business Registration Certificate
  3. Copies of 100 pts of identification for each Director or Principal
  4. Copy of current Professional Indemnity Insurance Certificate of Currency, detailing activities as a Mortgage Broker or Originator
  5. Copy of a current police report for each Director or Principal or a completed application form to complete a police check along with payment of the applicable fee
  6. Copy of a current resumé for each Director or Principal
  7. Two personal references and one business reference, which can be verified
  8. Evidence of any professional qualification for each Director or Principal
  9. Evidence of any professional body membership for each Director or Principal
  10. Evidence of any lender accreditation held by each of the Directors or Principals
  11. Evidence of any training courses completed by each of the Directors or Principals

Supporting documents for an Associate Member application:

  1. Copies of 100 pts of identification for the associate
  2. Copy of current Professional Indemnity Insurance Certificate of Currency, listing that employee or contractor is covered by the policy
  3. Copy of current Professional Indemnity Insurance Certificate of Currency for the associate, if not covered by the Full Member's policy
  4. Copy of a current police report for the associate or a completed application form to complete a police check along with payment of the applicable fee
  5. Copy of a current resumé for the associate
  6. Two personal references, which can be verified
  7. Signed Fraud Policy Document
  8. Evidence of any professional qualification
  9. Evidence of any professional body membership
  10. Evidence of any lender accreditation held by the associate
  11. Evidence of any training courses completed by the associate

The welcome kit you receive upon successful registration will include:

  1. Approval Letter
  2. Certificate of Accreditation
  3. Web Site Access
  4. Software Details
  5. Lender Accreditation Details
  6. Education details (if deemed necessary)