FAQs

Everything you need to know about FundsConnect.

What is FundsConnect?

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FundsConnect is a private credit origination platform connecting brokers, introducers and lenders to streamline private credit origination across Australia - from application through to settlement, all in one place.

General

How secure is my data?

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All data is stored on enterprise-grade cloud infrastructure hosted in Australia and protected by industry-standard encryption, both in transit and at rest. Where any information is processed outside Australia, this is noted in our Privacy Policy.

Security

Does FundsConnect offer onboarding support?

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Yes. We provide onboarding and platform walkthroughs for all user groups — including training for brokerages and teams — so you're up and running straight away.

Support

Who is FundsConnect built for?

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FundsConnect is built exclusively for brokers, brokerages, introducers and lenders operating in private credit for corporate and trustee borrowers. It is not a consumer lending platform.

General

Is FundsConnect compliant with Australian privacy laws?

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Yes. FundsConnect handles personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Security

Who do I contact for support?

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Reach our team at support@fundsconnect.com.au, or use the integrated support feature within the platform for technical or deal-related help.

Support

Is FundsConnect a lender?

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No. FundsConnect is a technology platform, not a credit provider. We connect originators and lenders to simplify and accelerate the private credit process. We do not fund, assess, approve or provide credit advice on deals.

General

Who can access my documents?

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Access is strictly permission-based. Only authorised stakeholders — such as a lender assigned to a deal — can view relevant documents at any stage.

Security

What are your support hours?

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Our team is available Monday to Friday, 9am–5pm AEST.

Support

What makes FundsConnect different?

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FundsConnect is built around targeted submissions and transparency. Rather than distributing deals to multiple lenders in an auction-style environment, brokers identify the most suitable lender and submit a single, packaged, decision-ready opportunity - without the noise or complexity.

General

Are my documents shared with lenders I haven't selected?

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No. When a broker selects a lender, the packaged submission is provided to that lender only. Client documents are never indiscriminately distributed.

Security

I forgot my password — what should I do?

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Select 'Forgot Password' on the login page. A secure reset link will be sent to your registered email address.

Support

How does lender comparison work?

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FundsConnect assesses your client's scenario against lender criteria and deal parameters; including loan type, security, location and LVR; to help you identify suitable funding options. You then select the lender you want to approach and submit the packaged opportunity to our in-house credit team for document verification before it is onforwarded to your selected Lender. FundsConnect is not an auction: deals are never indiscriminately distributed across the panel.

General

Can access to a deal or document be revoked?

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Yes. Platform administrators can instantly revoke or restrict access to any file if a deal is withdrawn, settled or circumstances change.

Security

What types of deals are supported?

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The platform supports property-backed and commercial facilities, including property finance, construction finance, pre-development finance and SME finance.

General

Does FundsConnect support two-factor authentication?

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Yes. Two-factor authentication is supported to add an additional layer of security to user accounts.

Security

What happens after a deal is submitted?

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Once the application is complete, our in-house credit team can review, verify and help if required to enhance the opportunity before presenting a decision-ready submission to your selected lender. The lender then assesses the opportunity and may issue a term sheet, request further information or decline the application.

General

Does FundsConnect store documents permanently?

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No. Documents are retained only as long as necessary to manage deal activity and meet compliance obligations, in accordance with our Privacy Policy. All files are stored securely under strict privacy and access controls.

Security

Can I track my deals?

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Yes. A central dashboard gives you real-time visibility over every deal - submissions, credit requests, documents, conditions, approvals and settlement.

General

What happens to my data if I leave the platform?

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You can request deletion of your account and associated data at any time. We action all requests in accordance with our privacy policy and applicable retention obligations.

Security

Is FundsConnect free to join?

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Yes. There are no subscription or platform fees for brokers, brokerages or introducers, and no fees for lenders to join or receive submissions. For lender and brokerage onboarding enquiries, contact our team directly.

General

Who performs identity verification (VOI/AML/KYC)?

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FundsConnect can facilitate digital identity verification (VOI) as part of the application process. The lender is responsible for AML/CTF compliance under AUSTRAC requirements, including KYC checks, and the exact checks performed depend on the transaction and the relevant lender's requirements.

Security

How does FundsConnect make money?

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FundsConnect receives a share of the brokerage fee when a transaction introduced through the platform settles. This allows the core platform to remain free for brokers, introducers and lenders.

General

How can I access FundsConnect?

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FundsConnect is entirely cloud-based and accessible from any modern web browser. No downloads or installation required.

General

What browsers are supported?

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FundsConnect works best on the latest versions of Google Chrome, Microsoft Edge and Safari.

General

How do I get started?

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Register at app.fundsconnect.com.au/signup. After a brief verification, you'll receive access credentials and onboarding guidance to get started straight away.

General
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