Frollo from my Aggregator CRM

Using Frollo (How to)

• Frollo - Client User Guide (NextGen ADR)
• Connecting personal and business accounts
• How long will it take for my client to set up their Frollo account and share their financial information?
• How does my client use Frollo later to add missing accounts, change or renew consent?
• Can data from joint accounts be shared?
• Can data from Buy Now Pay Later (BNPL) accounts be shared?

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Using Frollo from my CRM (How to)

• Let’s get started with Frollo! Quick video links
• Frollo from my CRM - Broker's Best Practice Guide
• Frollo from my CRM - Broker User Guide
• [NEW FEATURE] Open Banking Consolidated Data View
• Is Open Banking data and documents automatically sent to the lender from ApplyOnline?
• Is the Frollo mobile app integrated with my Aggregator CRM?

About Frollo

• Who and what is Frollo?
• What are the benefits of Frollo's Open Banking?
• Data Holders (banks) available - how many and who?
• Is there a cost to use Frollo?

Support

• How do I contact the Frollo Support team?
• My client completed the Frollo process however I don't have access to their completed Open Banking, why?
• My client is unable to link their bank/bank accounts, why?
• How do I make a complaint?

Consumer Data Right (CDR) & Open Banking

• Will the current lender be prompted to go into 'retention' mode when Open Banking is used?
• What is Open Banking and the Consumer Data Right (CDR)?
• What is a Trusted Adviser?
• What is a Data Holder and an Accredited Data Recipient (ADR)?
• What information does Consumer Data Right (CDR) provide?
• Is online/internet banking needed to use Open Banking?

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Privacy & Security

• How is privacy protected?
• How is client data sharing consent managed?
• Is data sent offshore?
• Can data sharing from joint accounts be disallowed?
• How does Open Banking compare to screen scraping data collection solutions?