Advisor Hub

The Advisor Hub is a resource centre for mortgage advisors using ACCESS by Cashew. It covers how to read standardised mortgage factsheets, create and share custom client proposals, submit bank applications, and use the built-in mortgage calculator to estimate payments and compare packages.

4 articles

Advisor Hub

How to Create Custom Mortgage Proposals Using ACCESS by Cashew

Finding the right mortgage package for your clients shouldn't be complicated — and earning a high commission on every mortgage locked in shouldn't be either. With ACCESS by Cashew, you can create tailored mortgage proposals in minutes. Here's how.

Sarah Chen1 Jan 1970

Advisor Hub

How to Read a Mortgage Factsheet in ACCESS by Cashew

Every mortgage package on ACCESS comes with a one-page factsheet. Once you know how to read it, you can compare any two packages from any bank in seconds. Here's your complete guide.

Sarah Chen1 Jan 1970

Advisor Hub

How to Submit a Mortgage Application to the Bank Using ACCESS by Cashew

Once you've shared a proposal and your client has decided on a package, the next step is submitting the application to the bank. Here's how to do it in just a few taps using ACCESS by Cashew.

Sarah Chen1 Jan 1970

Advisor Hub

How to Use the Mortgage Calculator in ACCESS by Cashew

ACCESS by Cashew comes with a suite of built-in calculators to help you and your clients make informed decisions: a Mortgage Calculator, Affordability Calculator, Refinance Calculator, and Reverse Affordability Calculator. In this guide, we'll walk you through the Mortgage Calculator, which is built right into the package browsing experience so you can crunch numbers without ever leaving the page.

Sarah Chen1 Jan 1970

Advisor Hub

How to Create Custom Mortgage Proposals Using ACCESS by Cashew

How to Read a Mortgage Factsheet in ACCESS by Cashew

How to Submit a Mortgage Application to the Bank Using ACCESS by Cashew

How to Use the Mortgage Calculator in ACCESS by Cashew

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