COG Connect On-Boarding Form

COG Connect Onboarding Form

"*" indicates required fields

Firm Business Name*

ABN*

Business Address*

Street Address City State Postcode

Office Phone Number*

Australian Credit Licensee (ACL) Name*

ACL Number*

Access Required*

Consumer

Commercial

Do you have more than one location? If yes, please provide details below.*

Yes

Additional Business Locations

Business Name (if different)

Business Street Address

Office Phone Number

List of users, and their permissions*

Please note, that users can have multiple roles, e.g. A manager may also be a broker therefore answer Y to both roles.

First Name

Last Name

Email Address

Phone Number

Broker (Y/N)

Manager (Y/N)

Support (Y/N)

Who will finalise your loans?*

This is the person who will receipt payment and lock down the loan figures in COG Connect. You may have more than one user who has this permission.

First Name

Last Name

Please nominate your office COG Connect champion*

This will be the first contact point for your office to seek assistance. If the champion doesn’t know the answer, they will contact COG Connect support and then distribute the information back to your office. You may have more than one champion.

First Name

Last Name

List of fees for your financiers along with the rebates you receive, if applicable.*

Example: Macquarie Leasing, Document/Origination Fee, $990, $150

Financier

Fee Name

Total Fee Amount

Rebate Amount

Will you have a list of Referrers/Introducers to import?*

Yes

Have you seen or received a Demo of COG Connect?*

Yes

Please provide your logo

Accepted file types: jpg, jpeg, png, Max. file size: 30 MB.

Notes