Home / Partnerships
We work with accountants, agents, planners, conveyancers and employers whose people need finance. You stay the trusted adviser. We handle the lending and report back.
Book a partnership callWhy it works
When you send a client to a broker, your name is on it. If they are slow, unreachable, or the loan falls over a week before settlement, the client remembers who recommended them.
That is the whole basis of how we work with partners. You get told what is happening before the client asks you. Nothing is cross-sold behind your back. And the client comes back to you, not to us, for the advice that is yours to give.
What partners get
The numbers
Your client's experience reflects on you. This is what sits behind the referral.
Settlement and approval timeframes, settled volumes and client numbers reflect our own records and are not a guarantee of any individual outcome. Google rating is current as at the date of publication.
Programs
Different relationships, same standard of service behind them.
01 / Referral partners
You already have the relationship and the trust. We take the lending off your desk and keep you informed while we do it.
02 / Corporate and member programs
A structured arrangement where your staff, members or franchisees get direct access to a finance team, at no cost to the organisation.
How it works
01
A short conversation, then a written referral agreement covering how clients are introduced and what, if anything, is paid.
02
An email, a call, or a form, whatever fits how you already work. Their details, and what they are trying to do.
03
We contact them, assess the position, structure the lending and manage the application through to settlement.
04
You hear from us at the milestones that matter, and we tell you if something is going sideways before the client does.
You make the introduction. We do the rest.
Weekly partner update
Every referral partner with a live deal gets a written update from us each week. It is not a newsletter. It is a status report on your clients, so you are never the last to know.
It stops the awkward call where a client asks how their loan is going and you have to admit you have no idea. When a deal settles, the updates stop until you send us the next one.
The arrangement
Referral arrangements in credit are regulated. We put ours in writing before any client is introduced, and any benefit a referrer receives is disclosed to the client as part of their credit documentation.
It protects your licence and your reputation as much as ours. If you have never set one up before, we will walk you through what is required.
What we will cover
Common questions
No. On a standard residential loan the lender pays us a commission at settlement, and that is disclosed to the client in writing before they apply. Some commercial, development and specialist transactions carry a fee, which is always told to the client up front.
That depends on the arrangement and on what you are licensed to do. Some partners take a referral fee, some prefer a reciprocal arrangement, and some want nothing at all. Whatever we agree goes in writing, and anything you receive is disclosed to the client.
No. We handle the lending. Accounting, advice, conveyancing and the sale itself stay with you, and we send clients back to you when those questions come up.
While you have a deal with us, you get a written update every week covering where the application sits, what is outstanding and what happens next. You should not have to ask, and you should not hear it from the client first.
An introduction. You pass on the client's details and what they are trying to achieve, and we take it from there. You do not collect documents, chase lenders or explain loan products.
That is usually when a referral is worth most. Self-employed income, trusts, multiple entities, commercial security and development funding are routine work for us rather than reasons to hand the file back.
Yes. We are based at Norwest in Sydney but work with clients right across Australia. Most of the process runs by phone, email and video, so where your client lives makes very little difference to how it is handled.
What we finance
Tell us about your clients and how you'd want referrals handled. We'll tell you plainly whether a partnership makes sense for both sides.
Book a partnership callNo obligation. A conversation before any agreement.
