Referral partners
Refer clients with confidence. We look after them properly, keep you informed and send them back to you for the advice you provide.
Partners across property, finance and law
Accountants
Clients with business, trust and company income who need lending structured around their tax position.
Financial planners
Clients buying property, refinancing or borrowing through an SMSF as part of a wider plan.
Solicitors and conveyancers
Purchasers who need finance arranged urgently and settled on time.
Real estate agents
Buyers who need pre-approval or a prompt answer before they make an offer.
Buyers agents
Clients who need borrowing power confirmed and finance ready to move.
Property developers
Construction and development finance for projects, and lending for buyers of your stock.
Business brokers
Buyers who need acquisition finance to complete a business purchase.
Insurance brokers
Business clients who need equipment, vehicle or working capital finance.
What happens when you refer a client
Introduce
Send us your client’s details with their consent, or ask them to contact us and mention you.
We take it from there
We assess the scenario, arrange the loan and keep you updated at each milestone, with your client’s permission.
Referral fee
Where agreed, we pay a referral fee when the loan settles, under a written referral agreement.
We only arrange finance
We do not provide accounting, legal, financial planning, insurance or real estate services, and we refer clients back to you for anything outside lending.
Referral fees are disclosed to clients in line with our obligations as a credit representative. Referrers introduce clients only and do not provide credit assistance.
Let’s work together.
Tell us about your business and we will be in touch to set up a referral agreement.