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What is ANZ Qualify? (Article)

ANZ Qualify is an easy-to-use Broker tool, providing access to a range of different ANZ services

Christina avatar
Written by Christina
Updated over 5 years ago

ANZ Qualify is designed to help Brokers with the ANZ Loan Application process. It is a simple and easy-to-use replacement for ANZ Toolkit, with a range of tools including:

  • UMI

  • Pricing

  • LMI Qualifier

  • Lo Doc

  • Calculators; and more

How to Launch ANZ Qualify

ANZ Qualify is launched directly from the ANZ Broker Portal with single sign-on, meaning there is no need to remember additional logins or passwords to access ANZ Qualify.

When you log into the ANZ Broker Portal, select Calculators and Tools.

Click on the ANZ Qualify button.

When launching ANZ Qualify a loading screen will appear.

When ANZ Qualify is loaded, you will be presented with your records. If this is your first time logging in, no records will be available.

What's New?

Broker Support (Live Chat)

Broker support is available through the live chat function. Click on the blue speech bubble in the bottom right of the screen to chat with ANZ Qualify’s Support Team.

You can search for Help Articles and book in for a Training Webinar by clicking the same blue chat button.

UMI Calculation Improvements

The UMI Calculator within ANZ Qualify talks to ANZ’s internal decision platform, allowing for consistent results across pre-qualification and final assessment.
This means if the data you enter during your UMI calculation is ultimately the same as the data used in the Credit Assessor’s assessment, the result is likely to be the same.

Features of ANZ Qualify

Records

The main ANZ Qualify screen displays a list of all records you have created and a button allowing a new record to be created. You can also view and edit your profile information from this screen.

Archive, Clone and Delete Records

Clicking on the menu button will display a menu that allows the selected record to be archived, cloned or deleted. 

Archiving a record closes it and makes it inactive, however does not delete it. An archived record is available in the future.

If you delete a record, it will be deleted and the information from the record will not be accessible in the future.

Within a Record

When you open a new or existing Record, you are presented with a menu on the left hand side that allows you to access the different services in ANZ Qualify. When you click on each of these services, you will be presented with the appropriate workflow for each of the services. 

Information added into one service is reused in subsequent services as you use them.

There are specific articles on each of the ANZ Qualify Services located in the Help Centre.

Other tools such as calculators and valuations are accessible via the ANZ Qualify menu.

Buttons with a pop-up icon will link to an external application i.e. ANZ’s Repayment Calculator.

For information on each of the Services, Calculators and Tools within ANZ Qualify, please visit the ANZ Qualify Help Centre, or contact us on Live Chat using the blue button on the bottom right of the screen.

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