Which lenders require a TPA?
| 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. |
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| 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. |
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| Liberty Financial | YES | Liberty financial requires the broker to sign the Representatitve 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. |
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| 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 |
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| 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. |
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| 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.