Log on to CommBroker and click on ‘Manage Delegates’ link in the Tools and Calculators section on the Home page. 

Complete the form to create a delegate and click ‘submit’.  

Note – Each person can only be created once. If another member in your office has already created a profile for a person you are trying to create, the system will show that they already exist and pre-populate their details. Also ensure you use a landline phone number when adding the delegate details.

If the Delegate has not been created in the system, ensure you tick ‘Add this user as my Delegate’ when you create their profile in the system. 

If a delegate has already been created, search for their email address in the form using the 'Find' button, tick the ‘Add this user as my Delegate’ check box and click Submit. 

You can only assign Delegates to yourself. Each Broker must manage their own Delegates.

Log in to CommBroker and click on 'Update your Details'. 

You will notice a new page on the left hand side titled 'Update Delegate details'. Here you can select the Delegate that you wish to update. 

Note: You can only update the details of a Delegate assigned to you.

Once a Delegate has selected to either accept or decline your request you will be sent an automatically generated email notification to be advised of their response.

and

The 'Manage Delegates' page contains a Status table beneath the Create/Assign Delegate form. The Status table will show you what requests you have sent that are pending, and those that your Delegates have Accepted or Declined. 

Once a request has been pending for 7 days it will be removed from your table. A new request must be sent to your Delegate to add them once this 7 day timeframe has lapsed.

Once you have had an account created, you will receive an email notification with your login information and a temporary password. 

You will be asked to change this password on your first login session.  

If a Broker follows the above process to add you as their Delegate you will receive an automatic email notification.

The notification will contain a link to the Manage Delegates page where you will see the new request in your Status table. You will have the ability to click 'Accept' or 'Decline'  within the table.

A notification will be sent to the requestor to advise of your selection.

Log in to CommBroker and click on 'Loan Tracking'.

Every Broker, where you have accepted their Delegate request, will show under the search options with a '+' beside their name. Click on the '+' to expand the selected broker and show 20 application results. If you wish to view more than 20, click 'Show more' under the results. To go back to 20, click 'Show less'. 

You are able to have multiple brokers expanded to show applications at the same time, on the same page. 

You are able to click '+' or '-' beside any broker at any time to expand and collapse results.

Log in to CommBroker and click on 'Update your Details'. Click the 'Update Broker details' link and select the broker from the drop-down menu that you wish to update.

Note: You can only update details of brokers that have selected you as a Delegate.