Key Takeaways for Brokers:
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As a Mortgage Broker using Frollo, it's essential to understand the comprehensive range of data available through the Consumer Data Right (CDR) with your client's explicit Consent. Here's a breakdown of the types of data you can access:
Account Information:
- Name of the account
- Type of the account
- Account balance
- Account numbers
- Interest rates
- Fees
- Discounts
- Account terms
- Account mail address
Transaction Details:
- Incoming and outgoing transactions
- Transaction amounts
- Transaction dates
- Descriptions of transactions
- Details of who you have sent money to and received money from (e.g., their name, Bank State Branch (BSB), account number)
Contact Details:
- Name
- Occupation
- Phone number
- Email address
- Mail address
- Residential address
Direct Debits:
- Information about direct debit authorisations
Scheduled Payments:
- Information about scheduled, outgoing payments
Payees:
- Names and details of saved payee accounts