Skip to content
  • There are no suggestions because the search field is empty.

Which lenders require a TPA?

Below is a table of lenders that require  TPAs (Third Party Authority):
 
Lenders Wet signature Digital signature Requirements Process
Suncorp YES   Unless an existing TPA with the broker details is attached under the client's file, a wet signature TPA is required once. Suncorp needs this completed before releasing loan data.


Non-Gold Brokers:
When the broker or admin triggers a reprice in Sherlok and there is no existing TPA attached to the client’s file, Sherlok will pre-fill the TPA form and send it to the broker/admin to coordinate with the clients.
Once the form is signed by both applicants, the broker/admin forwards it to reprice@sherlok.com.au.
Sherlok attaches it to the repricing email template and sends it to the broker/admin to forward to their BDM.


Gold Brokers: When the broker or admin triggers a reprice in Sherlok, the pricing request is completed via the broker’s GPS portal. The broker then forwards the lender’s response to reprice@sherlok.com.au, and Sherlok instructs Suncorp to apply the approved rate.

Beyond Bank   YES  
When the broker or admin triggers a reprice, Sherlok pre-fills the form and sends it to both applicants via PandaDoc for digital signature (the broker is CC’d).

Once the form is signed by both applicants, Sherlok attaches it to the repricing email template and sends it to the broker/admin to forward to
 brokerloans@beyondbank.com.au, with reprice@sherlok.com.au CC’d.

Liberty Financial YES   Liberty financial requires the broker to sign the Representatitve Signature section.


Sherlok pre-fills the TPA and emails it to the broker for both the broker’s and the client’s manual signatures, with the broker signing the Representative Signature section.

Once the form is signed by the broker and both applicants, the broker/admin forwards it to reprice@sherlok.com.au.

Sherlok then attaches the signed TPA to the repricing email template and sends it back to the broker/admin to forward on to retention@liberty.com.au, with reprice@sherlok.com.au cc'd.

FirstMac YES   Unless an existing TPA with the broker details is attached under the client's file, a wet signature TPA is required once.
When the broker or admin triggers a reprice, Sherlok will pre-fill the TPA form and send it to the broker/admin to coordinate with the clients.

Once the form is signed by both applicants, it is returned to reprice@sherlok.com.au.
Sherlok attaches it to the repricing email template and sends it to the broker/admin to forward to loans@firstmac.com.au& CC reprice@sherlok.com.au

Bank Australia   YES TPA is only valid for 7 days from the date of Authority.
When the broker or admin triggers a reprice, Sherlok pre-fills the form and sends it to both applicants via PandaDoc for digital signature (the broker is CC’d).

Once the form is signed by both applicants, Sherlok attaches it to the repricing email template and sends it to the broker/admin to forward to their BDM with reprice@sherlok.com.au CC’d.

Heritage Bank YES    
When the broker or admin triggers a reprice in Sherlok and there is no existing TPA attached to the client’s file, Sherlok will pre-fill the TPA form and send it to the broker/admin to coordinate with the clients.
Once the form is signed by both applicants, the broker/admin forwards it to reprice@sherlok.com.au.
Sherlok attaches it to the repricing email template and sends it to the broker/admin to forward to their BDM with reprice@sherlok.com.au CC’d.

  

⚠️ Please be aware that both applicants on the loan will need to provide signatures.

⚠️ Important: If Sherlok sends a TPA for digital signature and the clients do not respond within 5–7 business days, the reprice will be moved to your Requires Action tab. You can then follow up with your clients to advise that their signatures are still required and either restart the reprice or cancel it.Once the reprice is restarted and the signed TPA is received, Sherlok can proceed with the reprice.