What this guide's for

Learn how to create a maintenance request to add one or more Market Rate Loan arrangements to your service.

Why you'd do this

To view and manage your Market Rate Loan arrangement.

What you'll need

  • Administrator permissions
  • Market Rate Loan arrangement number
  • Arrangement holder type

What’s an arrangement?

  • Arrangement: a facility, package or offset, for example, a Market Rate Loan
  • Arrangement Holder Type: the category of the business that owns the arrangement, like a company, partnership or sole trader
  • Arrangement Number: the number we use to identify an arrangement

How add a market rate loan

Step 1

  • Log on and go to Admin, then Maintenance Request then Add Arrangement on the left hand side
The add arrangements page under the Admin tab in CommBiz

Step 2

  • Use the drop down to get to Market Rate Loan
  • Enter your arrangement number and arrangement holder type then select Add
  • Repeat the steps to link more than one account at a time
The add arrangements page under the Admin tab in CommBiz with details of the arrangement being added, entered

How to give electronic facility authority

What electronic facility authority is

Electronic facility authority provides access to manage and transact in CommBiz rather than just view accounts.

Step 1

  • Select the accounts you'd like to give electronic account authority to and then Define authority. You can set this up as new or copy it over from an existing authority
  • If you're creating a new electronic facility authority for more than one arrangement, the arrangement type and arrangement holder type must be the same
  • If you would like to copy an existing arrangement refer to Setting up Electronic Facility Authority (deep link)
  • Use Next to skip this step altogether
The arrangement summary page in Admin tab with details of the added Market Rate Loan displayed.

Step 2

  • Pick an existing user to be an authoriser from the drop down menu and then Apply authority
  • If the user doesn't have a CommBiz user profile, click Add. Otherwise, choose an existing user from the drop down list then Add
  • Once you've added all the users to be given authority, select Apply authority
The arrangement authorisers page in CommBiz under Admin where you can add identified users as authorisers for the arrangement.

Step 3

  • Select Next and then Confirm
  • If the details aren't right, you can modify to return to the previous screen
The arrangement summary page for new arrangements that have been added.

Step 4

  • Print forms from the confirmation page
  • Sign them and send to us via email at bankfeed@cba.com.au or post to:

CommBiz Client Maintenance
Level 1, 31 Birnie Avenue
Lidcombe NSW 2148

  • Confirm that you've saved or printed the Maintenance Request forms and then select OK
The confirmation page once arrangements have been added to CommBiz.

How to see Market Rate Loan arrangements

Step 1

Anything scheduled to happen to your arrangement is called an event. You can see all these from the dashboard up to 12 months ahead.

Click the month to see the number of events scheduled. These are also displayed in red circles above the month title.

The Market Rate Loan Dashboard which shows linked arrangements and upcoming events

How to see requests

Step 1

Any event that's scheduled for your loan was created with a request. To see all these, go to the dashboard. You can see requests in progress, processed and expired. Click View details to see more info.

My requests table on the market rate loan dashboard which shows the requests in progress

Important information

This guide is published solely for information purposes. As this guide has been prepared without considering your objectives, financial situation or needs, you should consider its appropriateness to your circumstances and if necessary seek the appropriate financial advice before acting on information in this guide. Commonwealth Bank of Australia ABN 48 123 123 1234. Call 13 2221 or view our Terms and Conditions.