Open Banking adoption is expanding faster than ever.
We’re pleased to introduce our latest Post Settlement feature, designed to support brokers in building long-term client relationships beyond settlement. The feature will be available from 14 July 2026.
What is the Post Settlement feature?
Frollo for Brokers extends beyond fact find to long-term client engagement and mortgage management. A seamless transition from loan acquisition to ongoing client relationships.
Post-settlement, you can easily request your client to share their new mortgage and offset accounts with you securely, providing ongoing visibility and support for future lending opportunities.
Why use the Post Settlement feature?
The new feature is designed to support both early loan management activation and long-term retention opportunities with clients.
After you've invited your client and they've completed their consent steps, you'll be able to:
- Verify repayment direct debits, surplus funds and interest rates
- Check linked offset accounts
- Proactively support your clients as their needs change.
To respect privacy, we also recommend that clients review their data sharing for accounts they provided access to during their fact find, as access may no longer be required.
How do I invite my clients?
There are 3 ways to invite your client to provide you with their post settlement financial information.
1. From your Clients dashboard, select Invite client. Then select Invite for post-settlement. You can search for one or more active clients to invite.
Example:
2. Alternatively, you can select one or many clients. Once selected, select Invite for Post-Settlement.
Example:
3. Lastly, another way to send an invite is via the active clients row. Select the 3-dots menu, then Invite for Post-Settlement.
Example:
The Post Settlement Experience aims to reduce the time spent verifying key financial information for your clients.
If you have any questions or feedback, please reach out to our Support team.