To begin creating a record after logging into ANZ Qualify from the ANZ Broker Portal, click on the Create Record Button.

A side bar will appear on the right hand side of screen asking you to enter basic information for the Record. This basic information uses your Applicant's household structure to create a new unique Record. 

Be sure to use a Record Name that you can easily identify at a later point in time. The record name must be less than 20 characters in length.

Fields with a red underline are mandatory.

Click Create Record to create the record and move to the next step.

Once the record is successfully created you will be presented with the following screen where you can access all the Services, Calculators and Tools within ANZ Qualify.

For information on each of the Services, Calculators and Tools within ANZ Qualify, please visit the ANZ Qualify Help Centre, or contact us on Live Chat using the blue button on the bottom right of the screen.