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Upload instructions on DocBox

Accessing DocBox.

Get started by logging into the Broker Portal.


  1. 1. Go to ‘Applications

    Open your client's application.​

  2. 2. Choose ‘Submit documents

  3. 3. Select ‘Choose files’ and upload documents

     Or drag and drop your documents.​

  4. 4. Submit your documents

    Our validations’ team will be in touch soon.

A few documents we need.

To proceed with your application, we’ll need the following documents.

  1. Identification

    Such as a passport or driver’s licence.

  2. Financial information

    Proof of income, expenses, assets and liabilities.​

  3. Employment details

    The most recent pay slip, tax return or notice of assessment.

  4. Missed something?

    Download our checklist to make sure you’ve submitted everything we need.

Getting your deal through, first time.

There’s a higher chance we’ll put your deal straight through if you:

Handy resources.