A new way to lodge has arrived
At Ubank we’ve rebuilt our lodgement platform from the ground up, with the help of brokers.
Now there are no more snags, and a lot more speed.
From its refreshed, easy-to-navigate look to enhancements that cut out repetition and let brokers choose their own path, the new, fast way to lodge is here and waiting for you to try it.
It’s 15 minutes to submit an app. I would say a new user could do it under 30 minutes. Extremely user friendly.
Monique — AAA Financial Group
It’s new and it’s fast
The process is in your hands
The application can now be completed in any order. Gone is the staggered approach.
Less repetition, more results
In a feature unique to Ubank, brokers can now re-use an Illion code to eliminate the repeated data scrape of clients.
A single touch point
We’ve introduced a single comm that contains all the customer tasks; VOI, smart statement scrape and consent. Less confusion. Less emails.
A new look for a new experience
An uplifted user interface and dashboard that makes lodgement clear and easy.
Here’s how we’ve changed
We’ve streamlined and removed the stress points, placing the lodgement process firmly
in your hands and simplifying the way you lodge, leading to less repetition and more results.
The process is in your hands
- The new version introduces the ability to skip ahead to any point of the application.
- No more locked sections. Brokers can dive in at any point.
- With a less rigid way to apply, explaining the process to customers has become easier.
- Fewer usability hurdles means less time to submission.
Less repetition, more results
- Broker Flow allows brokers to satisfy the Smart Statement requirement by providing a previous bankstatements.com document IDs.
- The new application flow eliminates the double-handling of customers having to provide data twice.
- Illion’s bankstatements.com links can still be sent to customers, but this new option allows for more speed.
A single touchpoint
- Now one email can be the centralised place for customer tasks, easing confusion.
- This single communication allows completion of VOI, consent and bank statements.
- We’ve allowed more freedom for brokers to work through the application while their customers fill in their details.
- Customers also receive feedback via a playback during post-submission.
- By reducing the paperwork, we’ve continued to make submission more nimble.
A new look for a new experience
- A simplified, modernised user experience that makes navigation easy for any user.
- More transparency on where to find the things you need to lodge.
- A cleaner broker and customer experience overall.
