Become a Referral Partner

We’re your trusted partners for home financing. With expert credit knowledge, let us find the right solution to match your clients needs.

Unlock new income streams and enhance client services by becoming an accredited referrer. Elevate your business with a trusted partnership.

Your client’s experience

Personalised Experience: A dedicated Lending Manager and Premier Relationship Manager to guide your clients through the entire process, ensuring a seamless journey to settlement.

 

Flexible Financing: Access to over 50 lenders, catering to the diverse needs of Owner Occupiers and Investors involved in home purchase or refinancing.

 

Ongoing Support: Beyond the initial transaction, we offer continued assistance for any future banking needs, fostering a lasting relationship with your clients.

Your experience

No Financial Barriers: Joining our Referral Program and achieving accreditation come at zero cost

 

Seamless Referral Process: Utilise our user-friendly Online Referral Form, simplifying the referral process and ensuring efficiency in every interaction.

 

Clear communication: we keep you in the loop on what is happening with the clients application including when it settles, so you can know when to expect your commision

 

Enhanced Client Relationships: The added value from our services contributes to deepening your client relationships, reinforcing your position as a trusted advisor.

How it works
  1. Unlock the potential of collaboration and propel your clients towards seamless success. Here’s why becoming a referral partner is a game-changer:

    Amplifying Client Value through Synergy:

  2. Harness the power of teamwork and provide clients with a comprehensive service package.
    Elevate their experience by offering integrated solutions – a real estate agent’s expertise coupled with our unmatched lending solutions.

  3. Expanding Revenue Streams: Maximising Earnings Together:

    Join forces with us to tap into a lucrative source of income – earn a generous 20% upfront commission on successful referrals.

  4. Leverage the synergy between real estate transactions and lending solutions to boost your overall revenue.

Control and Visibility Over Outcomes:

Enjoy a sense of control and visibility over the entire process.

Statistics reveal that 87% of Australians who engaged both a real estate agent and a mortgage broker experienced accelerated and simplified transactions, emphasising the impact of collaboration.

By referring clients to us, you’re not just ensuring their success; you’re actively contributing to a streamlined, efficient, and lucrative real estate journey. Partner with us for a win-win collaboration that amplifies value and maximises outcomes.

  • Accountant
  • Book-keeper
  • Conveyancer
  • Lawyer
  • Solicitor
  • Real estate agent
  • Property developers
  • Property consultants
  • Buyers agents

Professionals and corporate Directors with formal qualifications in the mentioned fields above are eligible to participate in the Referrer Program.

Simply verify that:

  1. You possess a minimum of 12 months of industry experience.
  2. Your business has a registered address.
  3. If you’re a Director, you hold the company’s ABN and are GST registered

Clientele that is appropriate to refer encompasses anyone you engage in business with.

Our referral process is extremely simple

Initiate referral by submitting the clients info our user-friendly online portal using your unique referrer code.

 

Your clients need to be informed in advance about the commission you’ll receive upon their loan settlement.
They must grant consent for us to contact them before you share their name and contact details with us.

We extend a 20% share of the upfront commission for new business leads to you.

While some referral partners opt not to receive a commission, choosing instead to refer with confidence in the knowledge that their clients are well cared for, the decision is entirely yours.

  1. We’ve been on the inside at banks. We know what they are looking for when they are assessing a loan application – We’ve even written credit policy. 
  2. Automatic, real-time updates. Most referrers leave you in the dark, however we pride ourselves in open and transparent communication. You will be notified along the clients journey from submission to settlement – receiving automatic email updates. And of course, you can reach out to us at any time. 
  3. If you would like, we can also offer joint marketing campaigns, leveraging your existing client base. We also offer professional development opportunities and comprehensive data analysis, showing how our partnership is progressing.
Let's get started

Ready to go? Apply now to provide more info so we can work out the best loan for you

Alternatively, if you would like to speak to one of our brokers, book a call below.

Am I eligible?

We support all good borrowers on their home loan journey, whatever that means for you.

You can apply for a home loan online, if you are:

  • 18 years old or over
  • an Australian citizen, or a permanent or temporary resident
  • an Australian tax resident living in Australia
  • have an Australian mobile number
  • have income from an employer (PAYG) or self-employed
  • a single applicant or with a co-borrower
  • applying for a residential loan.

We recommend booking a call with our home loan experts if you are:

  • applying for a construction loan
  • retired
  • borrowing with 2 or more co-borrowers
  • refinancing more than one property
  • applying for a land loan.