MyConnect is a utilities connection company based in Melbourne CBD. MyConnect assists in connecting electricity, gas, water, telephone, internet, pay TV and insurance.

Firstly, you will need an account with MyConnect. To obtain this, you can contact your aggregator, or alternatively you can contact MyConnect directly through their website https://www.myconnect.com.au 

Once you have registered with MyConnect, you need to turn on the integration in settings, and enter your Agent ID and Manager ID (received from MyConnect) in corresponding fields.

After this, in every deal you create, you will have an option to refer your clients to MyConnect in Broker Tools > Needs and objectives and Diversification section. Enter all the details, and click 'send'.

  • note: Loan purpose type must be selected in order for MyConnect to appear. 

You can also set up an automated task reminder to refer your clients to MyConnect which will be activated once a deal reaches a certain stage (e.g. Settlement stage). For setting up automation, please check this article.

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