HELP YOUR CUSTOMERS BRING HOME $1,400 CASH BACK …

For broker use only

HELP YOUR CUSTOMERS BRING HOME $1,400 CASH BACK THANKS TO

350,000

NAB REWARDS POINTS

with an eligible NAB Home Loan and Banking Bundle*

Apply by 31 March 2018

*An `eligible NAB Home Loan and Banking Bundle' involves taking out a NAB Home Loan of $250,000 or more, a NAB Rewards Credit Card and a NAB Transaction Account. Offer commences 1 April 2017 and ends 31 March 2018 (`Offer Period'). Apply by 31 March 2018, be approved and drawdown by 30 June 2018. Important information for your customers, please refer to page 6.

Imagine what your customers could do with 350,000 NAB Rewards Points. Take an exotic holiday via Webjet^? Or redeem a gift card valued at $1,800^^? The choice is theirs. To be eligible, simply apply for a new NAB Home Loan and Banking Bundle for your customers by 31 March 2018.

With a range of NAB home loans and NAB Rewards credit cards, plus this offer for your customers, there's never been a better time to recommend NAB.

ELIGIBILITY AT A GLANCE

Who is eligible?

Businesses

Trusts

Other non-natural Refinancers from NAB or

persons

NAB Broker

Refinancers to NAB NAB FlexiPlus Mortgage (another bank)

Owner-occupiers Investor loans

Construction loan Ubank home lending

customers

or refinancers

Advantedge lending Lines of credit or

or refinancers

Portfolio facilities

To find the latest rates, login to .au

Where the new lending is for construction purposes, your customer must have commenced drawdown by 30 June 2018. A change to an existing NAB Home Loan which results in a new account number does not on its own qualify as new home lending.

To be eligible, your customers must:

? Apply for a new NAB Home Loan of $250,000 or more by 31 March 2018, be approved, and drawdown by 30 June 2018; and

? At home loan drawdown, and at the time the NAB Rewards Points are credited, one home loan applicant must be a primary cardholder of any NAB Rewards Credit Card; and

? At home loan drawdown, the primary (first named) home loan applicant must hold a personal NAB Transaction Account

Joint applicants

This offer is limited to a maximum of 350,000 NAB Rewards Points per customer and per Home Loan application. This means, if there is more than one applicant and one applicant receives the 350,000 NAB Rewards Points, all applicants are deemed to have received the Rewards Points.

If your customer is a joint home loan applicant, the NAB Rewards Points will be issued to the primary cardholder or, where there are multiple primary cardholders, the Rewards Points will be awarded to the primary (first named) home loan applicant within 90 days of home loan drawdown.

^ Purchases must be made online with Webjet via NAB Rewards Store. Webjet's standard booking terms and conditions apply. ^^ Please check your gift card at rewards..au for exact expiry and terms and conditions. Any balance remaining on a gift card will not be redeemable after expiry. Gift cards may not be exchanged (wholly or partly) for cash. Lost or stolen cards will not be replaced or refunded.

2

HOW TO APPLY

Follow these five easy steps to redeem this rewarding offer for your customers.

1. Review the Customer Checklist

We understand how hard you've worked to build your relationship with your customer and want to ensure that everything goes smoothly. So to help you both, we've created a Customer Checklist. It explains the eligibility criteria and all the details for this offer, before you start processing your customer's application. Download it at .au

2. Choose a new NAB Home Loan

One of the great things about dealing with NAB is that you can now offer your customers the full-service home loan suite. And it's all just a click away, available when you login to .au or through your aggregator software. Eligible home loans include: ? NAB Choice Package (excluding NAB FlexiPlus Mortgage)** ? NAB Base Variable Rate Home Loan ? NAB Tailored Home Loan (available standalone

or in NAB Choice Package) For more information on how to apply online, please refer to page 4. Offer eligibility: ? Apply for a new NAB Home Loan of 250,000 or more

by 31 March 2018, be approved, and drawdown by 30 June 2018. ? Available for existing customers who take out new home lending of $250,000 or more. ? Available on all NAB Home Loan products excluding lines of credit and Portfolio facilities. ? Not available for new home lending with, or refinances from, UBank or Advantedge. ? Not available for refinances from NAB or NAB Broker.

Enter campaign code `HL350KNAB REWARDS Offer' into the application notes Process your customer's home loan application, enter campaign code `HL350KNAB REWARDS Offer' into the application notes and check the eligibility criteria.

** Choice Package fees and charges are payable. Terms and conditions apply and are available on request from NAB. This is subject to normal lending criteria. For more information, please visit .au/personal/loans/home-loans. NAB Choice Package will not be available to applicants who reside overseas (regardless of citizenship) and/or for applicants who require Foreign Investment Review Board (FIRB) approval to purchase residential property in Australia.

3. Opt in your customer for a NAB Rewards Credit Card

This is a key step in qualifying customers and it doesn't happen automatically. You'll need to ensure that your customer is opted in for one of the NAB Rewards Credit Cards through your aggregator software. To make sure your customer is eligible for this offer, simply select either the NAB Rewards Classic, the NAB Rewards Platinum or the NAB Rewards Signature card.

For more information on how to apply online, please refer to page 4.

NAB Rewards Credit Card ? At home loan drawdown, and at the time the Rewards

Points are credited, one home loan applicant must be a primary cardholder of a personal NAB Rewards Credit Card.

? Points will be credited within 90 days of home loan drawdown.

? No other NAB Rewards Credit Card points offers or NAB/ NAB Broker cash back offers are available in conjunction with this offer. Therefore, if a separate NAB Rewards Card points offer is in market during the same period (ie: from commencement of the Offer Period until 90 days after the home loan drawdown), the home loan applicants can only receive a maximum of 350,000 NAB Rewards points in total.

? The offer is not available for any other NAB credit card type (including but not limited to) Qantas, Velocity, Flybuys, Premium, Low Rate or Low Fee.

4. Check that your customer holds a NAB Transaction account

Ensure your customer holds an existing, or has opened a NAB Transaction Account at home loan drawdown. At home loan drawdown, the primary (first named) home loan applicant must hold a personal NAB Transaction Account.

For more information on how to apply online, please refer to page 4.

5. 350,000 NAB Rewards Points fulfilment

Almost there! Let your customer know they can expect to receive their points within 90 days following home loan drawdown. The 350,000 NAB Rewards Points will be issued to the primary card holder of the NAB Rewards Credit Card.

3

HOW TO USE APPLY ONLINE

Online applications for NAB are quick, easy and secure. Remember, your aggregator software may appear slightly different.

1. View products

a. Log into .au b. Click Start Application c. Create a new application d. Go to Loan Details tab and click on magnifying glass

icon next to Product Field.

5. Save progress

Click the `Save changes' button. Choice Package (includes a Credit Card) will populate in Loan Details tab.

2. Expand available options

In the Product Selector section, click the `+' symbol next to NAB Retail Mortgage Products to view the options available.

3. Select product

Select the desired home loan product. Note: Transaction Account is automatically selected as default.

6. Other products

Go to Other Products tab.

7. Select NAB Rewards Card offer

To select NAB Rewards Card offer, ensure NAB Credit Card Application and NAB Classic Banking Account sections are correctly completed:

a. Select Credit Card Application

b. Select Credit Card Type and enter requested credit card limit (select credit limit increase if customer agrees)

c. Select NAB Rewards for Rewards program

d. your customer has an existing NAB Transaction Account, click `Opt out' in NAB Classic Banking Account section.

4. Link home loan with Choice Package

To link a home loan product with the Choice package, tick `Choice Package (includes a Credit Card)'.

Did you know? Customers can view their NAB Rewards points balance by logging into their Internet Banking/Mobile Internet Banking, selecting "My Cards" and selecting their NAB Rewards card. For any queries, please talk to your BDM.

4

MORE REWARDS FOR YOUR CUSTOMERS

Our online NAB Rewards Store, rewards..au, has a wide range of options ? everything from gift cards to homewares to movie tickets or flights. Here are just a few ideas.

Coles Gift Cards valued at 1,800^^

346,140 POINTS

JB Hi-Fi Gift Cards valued at 1,800^^

346,140 POINTS

1,750 in value with Webjet^

350,000 POINTS

Myer Gift Cards valued at 1,800^^

346,140 POINTS

Bunnings Gift Cards valued at 1,800^^

346,140 POINTS

Harvey Norman Gift Cards valued at 1,800^^

346,140 POINTS

KitchenAid Artisan KSM160 Two-Bowl Stand Mixer

187,290 POINTS

Bose? SoundTouch? 20 wireless music system

103,960 POINTS

Beefeater Bigg Bugg Mobile BBQ

166,460 POINTS

beyondblue ? Donation to the value of 2,270

349,580 POINTS

1,400 cash back

350,000 POINTS

GoPro Hero5 Session

95,820 POINTS

Examples correct as at 1 August 2017. Points value and stock level subject to change. Please check rewards..au for the latest information.

To explore the entire NAB Rewards range, visit rewards..au

^ Purchases must be made online with Webjet via NAB Rewards Store. Webjet's standard booking terms and conditions apply. ^^ Please check your gift card at rewards..au for exact expiry and terms and conditions. Any balance remaining on a gift card will not be redeemable after expiry. Gift cards may not be exchanged (wholly or partly) for cash. Lost or stolen cards will not be replaced or refunded.

5

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download