Yes, your can share your data with your Mortgage Broker from your Frollo app!
If you use the Frollo app for money management, you can share your data with your Mortgage Broker, directly from your app.
To do this, your broker needs to be a Frollo for Brokers registered broker, this allows them to be found and establishes the Trusted Adviser connection between you and your broker.
Following this, you can search for your broker by email within your Frollo app under Settings > Data Sharing > Disclose your data.
You can also withdraw your consent at any time using the same feature.
Example Client steps for Mortgage Broker "Hannah Tran":
| # | Step | Example |
| 1 |
Within the Frollo app, you can visit Settings > Data Sharing > Disclosed data Select Find a mortgage broker |
|
| 2 |
Search for your broker by email. Then select Next to continue. |
|
| 3 |
Review the information to confirm your consent to disclose your data to your Mortgage Broker. Then select Yes, I consent to continue. |
|
| 4 |
That's it, you're done! Your Mortgage Broker will receive an email to let them know that your data and documents are available for them to securely retrieve via Frollo for Brokers. |
|
| 5 |
Data sharing consent management You can withdraw your consent at any time using the same feature. |
Frequently Asked Questions
1. Will my mortgage broker receive a notification email when I disclose my data?
Yes, your broker will receive an email to let them know that your data and documents are available for them to securely retrieve from Frollo for Brokers.
2. What Financial Passport documents can I access in my Frollo app?
You can download your Insights PDF, this is generated using the last 12-months of historical account transaction data (if available).
Your broker can download your categorised transactions spreadsheet, Open Banking account statements or summaries (proof of balance documents) for their Frollo for Brokers account.
3. Can I manage my data collection and disclosure (sharing) consent from my Frollo app?
Yes, you can view and withdraw your data collection and sharing consent at any time by visiting:
- Settings > Data sharing
- Review or update any active consents
You will receive an email when data collection and/or disclosure has stopped.
4. Can I delete the Frollo app and my account?
Yes, a Frollo app account can be deleted by visiting:
- Settings > Account Ownership > Delete Account
- Confirm deletion
Frollo will permanently delete the account and all associated data as stipulated in the Frollo CDR Policy. All data disclosure (sharing) will stop immediately.