We work with some of the best in their field

An Effortless Finance Solution Embedded Within Your Business

✅Single point of contact for all finance related scenarios or queries

✅Introduce clients in any manner you feel (no long forms or additional work for you and your team)

✅All aspects of lending available (no need for different brokers for different scenarios)

Become A Partner

Consistent Partner & Client Experience

✅Client Journey and Partner Journey are clearly defined from Start To Finish

✅ Consistent Milestone Updates so you can stay connected on your clients application

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Track Your Clients Applications (& Your Revenue)

✅Track all your referrals, their stages of application & your revenue!

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Register (FREE)

Complete Partner Agreement and you can begin referring immediately

Refer Clients

Introduce your clients for their finance needs and let us handle the rest.

Get Paid

You get paid when we get paid. No chasing commissions.

How Much Revenue To Expect From
Your Business Size

Embed Lending into your business – without any overheads.

ADHOC REFERRER

Example of a partner operating a business of their own looking for solutions for clients as they arise or when requested by their clients.

Assuming no marketing to your database.

3 – 5 Clients Monthly

Upfront: ~$3,120 per month

plus

Trail: ~$792 per month

  • Milestone Updates via Portal & Email
  • Dedicated Contact for Scenarios or Queries
  • Partner Portal Access to Track Client Journey
  • Live Commission Payments (You Get Paid When We Get Paid)
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Active partner

Example of a partner business with a support team who we have assisted to train in spotting opportunities.

Business processes include identifying lending.

10 – 15 Clients Monthly

Upfront: ~$10,140 per month

plus

Trail: ~$2,574 per month

  • Milestone Updates via Portal & Email
  • Dedicated Contact for Scenarios or Queries
  • Partner Portal Access to Track Client Journey
  • Live Commission Payments (You Get Paid When We Get Paid)
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Embedded lending solution

An example of a partner who has embedded lending as a solution within their business. Including training of staff to identify opportunities as well as active marketing to their database to source further clients.

30+ Clients Monthly

Upfront: ~$23,400 per month

plus

Trail: ~$5,940 per month

  • Milestone Updates via Portal & Email
  • Dedicated Contact for Scenarios or Queries
  • Partner Portal Access to Track Client Journey
  • Live Commission Payments (You Get Paid When We Get Paid)
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Standard

All the basics for a business just starting out.

$29 /month

  • 150,000 unique visitors
  • Unlimited domains
  • Recent Activity notification
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Standard

All the basics for a business just starting out.

$120 /month

  • 200,000
  • Unlimited domains
  • Recent Activity notification
  • Conversion analytics
  • Live chat support
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Essentials

Perfect for growing businesses that need more customers.

$69 /month

  • 150,000 unique visitors
  • Unlimited domains
  • Recent Activity notification
  • Conversion analytics
Get Started

Our Partners Feedback

Testimonials

“The portal is great.. The brokers are even better!”

Ronald Ramirez
Ray White

Frequently Asked Questions

The short answer is minimal – You don’t have to invest a lot of time at all. In your day to day work you often recognise clients who need finance or could be on a better deal. We will help you to formulate the introduction – you just need to identify the opportunities. Some examples of this: Accountants: 

  • Your client is suffering from Cash-Flow issues due to an ATO Payment plan. You recognise they have equity within a property and could benefit from structuring this debt over a longer term.
  • Your client has (or is considering) an investment property and they could benefit from a debt strategy aligned to your recommendations (debt recycling, specific borrower structure, etc)
  • Your clients advise you they intend to sell an aged vehicle within their business and acquire a new one in the coming quarter.

These are just a few examples of introductions we often receive that result in converted referalls. Real Estate Agents: 

  • Your potential vendors approach you for an appraisal with the intent of selling their home only if they can achieve enough to acquire their next home. Introducing to us to ensure they receive accurate guidance on their maximum borrowing capacity allows us to revert them back to you with confirmation on their position to help you secure your sale
  • Potential buyers can be qualified as to help you minimise wasting your sales teams time on buyers who are not serious or not eligible.

We align our process with our Agent partners to help them scale their business. We also return the clients to their agents for future propery transactions, helping to secure more future listings Commercial Brokers:

  • Your cients
  • Use your unique referrers form link or;
  • Upload a CSV file of your client list or;
  • Add them individually via a simple form.

Our portal will do all of the marketing & track everything for you.

Commission varies and is usually payable on the settled loan amount (less any amounts in offset or redraw). 

In most instances (where possible), commission is paid to you directly by the aggregators so you get paid when we get paid.

As a guide, below is a snapshot of what this might look like:

Home Loan: $750,000

Partner Commission: 

Upfront: $975 (once off)

Trail: $225 (per annum)

Car Loan: $100,000

Partner Commission:

$400

Business Loan: 

These vary heavily depending on lender, product type, etc. We can run these scenarios with you during our onboarding session.

We have invested heavily into our Client Journey and have automated systems and processes as well as human interaction along every step of the way. This is how we ensure no client or partner is forgotten and all clients will receive the same process and communication at every step of the way. Click Here to receive our ‘Client Journey’ presentation.