Managing clients - what data and documents are available?

Data and Documents Available to Mortgage Brokers

As a Mortgage Broker using Frollo for Brokers, you have access to client information and documentation, once they have provided consent via their Frollo account:

1. View client's financial information. This includes an overview of their financial accounts and transactions.
2. Download Financial Passport documents. You can download a selection of your client's financial documents in the Financial Passport, including:

• Insights PDF
• Transaction spreadsheet
• Account statements and summaries (proof of balance)

You can choose a pre-defined time period you want these documents to cover.

Instructional Videos

The following videos provide additional guidance on using the Frollo for Brokers platform:

1. Managing invited and active clients.
2. Reviewing client overview and transaction data.
3. Downloading Financial Passport documents.