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Home loans / Your client portal

Your loan plans. Your next step. One place to return to.

The Wity client portal brings together the information relevant to your journey, from document requests and loan proposals to recorded property and loan details. Sign in to see what is available for your account.

A woman speaking on a phone while sitting on a sofa at home
A place to check the details, with a team to talk them through. Illustrative scene.
  • Plans and progress
  • Documents and messages
  • Your recorded portfolio

What you can return to

Start with the task you came to do.

Your portal reflects your account and the records available. A new enquiry and a settled home loan have different information to show.

What is happening with my loan?

Follow your plans and progress

My LoanPlans brings together active, lapsed and completed plans. When a proposal is issued or an application progresses, open the available details and speak with your adviser about the next step.

What do I need to send?

Work through document requests

See requested documents, upload the files against the relevant request and check their status. Sending a document starts its review; it does not itself confirm that the evidence has been accepted.

I have a question for the team.

Keep the conversation connected

Use Messages to send a question, see your sent messages and find the contact options available for your team. You can also book a conversation when a question needs more explanation.

Where do my properties and loans stand?

View your recorded portfolio

Where property and loan records are linked to your account, view the available values, lending and indicative equity. Figures reflect recorded information and may need updating before a borrowing decision.

Before you sign in

A useful workspace starts with the right information.

Use the portal to complete the tasks available to you and raise questions when something needs attention.

Contact Wity for help
Use your own sign-in
Sign in with your Australian mobile number and the code sent by SMS. Keep the code to yourself. If you cannot access the number associated with your account, contact Wity for help.
Read the status before acting
A matched option, an issued proposal and an application with the lender mean different things. Open the relevant details and ask your adviser if the status or requested action is unclear.
Flag changes in your circumstances
Tell the team when your income, commitments, contact details or property plans change. Recorded figures and a previous recommendation may need checking before you rely on them again.

Access and available content depend on your account, linked records and journey stage. This public page does not display client records or create a loan plan.

The next steps

Find the next useful action when you return.

You can use the portal around your conversations with the Wity team.

  1. Sign in

    Use your mobile and SMS code to open your account. New to Wity? Start with your home loan goal or speak with the team about getting started.

  2. Check your next step

    Open the plan, request or record relevant to your visit. The information available changes as your enquiry, plan or application progresses.

  3. Complete what is needed

    Provide requested details, upload documents or review an issued loan proposal. Ask for an explanation before accepting a proposal you do not understand.

  4. Keep in touch

    Send your question through Messages or book a conversation. After settlement, return to your recorded portfolio and the review information available for your account.

Accepting a loan proposal authorises preparation. It does not submit an application or guarantee lender approval.

A little more clarity

Before you take
the next step.

A few useful answers. For the details that are specific to you, talk with our team.

Book a call

Pick up where your home loan journey is today.

Sign in to see your available records and next steps. Your team can help with the details.

This page describes available portal functions, not the content of a particular account. Financial figures and matched options are indicative and subject to verification. A portal status, document upload or proposal acceptance is not lender approval.