Trail AI
Broker portal guide

Macquarie Broker Portal, explained the way brokers actually use it.

If you write Macquarie loans, the Broker Portal is where you track applications, look up existing clients, run serviceability, and chase RCTIs. This guide covers the login flow, what lives inside, where the commission statements hide, and the snags brokers run into the most.

Step 1

How to log in to the Macquarie Broker Portal

Brokers sign in at broker.macquarie.com.au/portal/s/login/ using their Macquarie ID (email) and password. The portal is built on Salesforce Experience Cloud — the /s/ path in the URL is the giveaway, and it matters because saving the wrong root path is one of the most common bookmark mistakes.

Support staff inside your business can be granted their own delegated logins from within the portal — you do not need to share a single set of credentials. Macquarie’s public pages do not document the two-factor step explicitly, but the broader Macquarie ID identity layer enforces MFA on first sign-in from a new device, so expect an SMS or authenticator prompt when you log in from a new laptop.

If the login screen errors out, confirm you are on broker.macquarie.com.au/portal/s/ and not the older online.macquarie.com.au/broker-portal/ URL. Both still resolve, and brokers regularly land on the wrong one.

What is inside

What you can do once you are logged in

The Broker Portal is the day-to-day workspace for Macquarie loan business — from a new application through to servicing a settled client.

  • Real-time tracking of in-flight loan applications and status updates
  • Existing Clients lookup by name, facility or account number — loan limits, interest rates, remaining terms and repayment type all surface in one view
  • Serviceability and repayment calculators — the same serviceability tool used by Macquarie’s credit team
  • Automated document collection workflow plus free upfront valuations
  • Live chat with Macquarie broker support (Mon–Fri, business hours)
  • Broker Help Centre with 200+ FAQs covering products, commissions and portal how-tos
RCTIs and commissions

Where Macquarie keeps your commission statements

Macquarie does not signpost RCTI and remuneration statements on its public marketing pages. Brokers report finding them behind the authenticated portal under the commissions section — the same area covered by the 200+ FAQ Help Centre topic on “commissions”.

For specific RCTI questions Macquarie directs brokers to the in-portal live chat or the broker support line on 1800 174 945. Because the public pages are silent on this, the fastest first step is usually the chat widget rather than hunting through the menu.

Common issues

The snags brokers run into

Three issues come up repeatedly in Macquarie’s own “report an issue” help article and in broker community threads.

  • Commission and RCTI location is not signposted on public marketing pages — brokers have to log in or call 1800 174 945 to find it
  • Two parallel portal URLs exist (broker.macquarie.com.au/portal/s/ and online.macquarie.com.au/broker-portal/), and bookmarking the wrong one is a common time-sink
  • Broker support runs Mon–Fri 8:45am–5:15pm local time, so after-hours portal issues sit until the next business day
How Trail AI uses Macquarie Broker data

You probably do not need to open the portal for trail.

Macquarie commissions flow into Trail AI primarily through your aggregator statement. Because Macquarie is a top-5 lender on every major aggregator panel, its trail rows arrive automatically with the monthly AFG, Connective or Loan Market upload — no separate Macquarie download required.

If you want a Macquarie-only view sooner, drop the lender’s RCTI PDF straight into the single-lender upload flow. Trail AI uses the Macquarie entry in lender_mappings to parse account number, balance and trail amount deterministically — no AI guesswork on a known shape.

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