Yes, the Frollo app is integrated with Frollo for Brokers!
Clients using the Frollo app for money management can share their data with you, as their mortgage broker, directly from their app.
To do this, you need to be a Frollo for Brokers registered broker, this allows you to be found and establishes the Trusted Adviser connection between you and your client.
Following this, your client use the Share feature to Find a broker. They can search for you by name, company name or email.
Your client can also withdraw their consent at any time by visiting their Settings.
| # | Step | Example |
| 1 | Within the Frollo app, your client can select the Share icon (top-right) and select Find a broker. | |
| 2 |
Next, your client can search for you by name, company name or email. Then select your search result to continue. |
|
| 3 |
Your client will review the information to confirm their consent to share their data to you as their Mortgage Broker. They select Yes, I consent to complete the process. |
After Continue is selected: |
| 4 |
That's it, they're done! You, as their Mortgage Broker will receive an email to let you know that their data and documents are available for you to securely retrieve via Frollo for Brokers. |
|
| 5 |
Data sharing consent management Your client can withdraw their consent at any time by visiting their Settings (top-left of their Dashboard). Within Settings select Data sharing then Outgoing data. Select the brokers name then Stop access. |
Select Settings: Select Data sharing: Select Outgoing data then the brokers name to Stop access. |
Frequently Asked Questions
1. Will I receive a notification email when my client shares their data?
Yes, you will receive an email to let you know that your client's data and documents are available for you to securely retrieve from Frollo for Brokers.
Example email:
2. What Financial Passport documents can my client access in their Frollo app?
Clients can download their Insights PDF, this is generated using the last 12-months of historical account transaction data (if available).
Clients can not download their categorised transactions spreadsheet, Open Banking account statements or summaries (proof of balance documents).
3. Can my client manage their data collection and disclosure (sharing) consent from their Frollo app?
Yes, clients can view and withdraw their data collection and sharing consent at any time by visiting:
- Settings > Data sharing
- Review or update any active consents
They will receive an email when data collection and/or disclosure has stopped.
4. Can my client delete the Frollo app and their 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.