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The Finance Shop version 13 introduced a new portal for submitting applications using the Insula Perspective Gateway.
We have been working directly with Macquarie enabling us to support their new web submission service.
To use the new service you will need to do the following.
Add the new external system credentials
In TFS Administration ;
- Select Security / User.
- Click on the User Group of the user whose credentials you are going to add.
- Click on the relevant user.
- Click on Edit.
- Click on External Systems,
- Select New.
- Select Maclease - Macquarie Apigee Online Application System.
- Enter the User Name for the Macquarie Apigee system
- Enter the Password for the Macquarie Apigee system
- Click Ok.
Supported Applicant/Application Types
The following types of applicants and application types are supported through the Macquarie Apigee system.
| Applicant Type | Supports | Supports Leases | Supports Novated Leases | NOTES |
|---|---|---|---|---|
| Individual applicants | Y | Y | Mandatory for finance_type “CONSUMER_LOAN” and “NOVATED_LEASE” and optional for “finance_type” “CHATTEL_MORTGAGE”. Can be used for co-applicant or co-borrower spouse as well. Maximum 2 individual applicants for each application. For CHATTEL_MORTGAGE” when the applicant is of the type “individual_applicant” only 1 individual applicant is allowed for the application | |
| Company applicant | Y | N | N | Only applicable when “finance_type” = “CHATTEL_MORTGAGE”. |
| Trust applicant | Y | N | N | Only applicable when “finance_type” = “CHATTEL_MORTGAGE”. |
| Partnership | Y | N | N | Only applicable when “finance_type” = “CHATTEL_MORTGAGE”. |