Refer Lending

By referring your clients to outsource financial you can offer your clients a value added service, retain your client and add other additional revenue sources giving you a competitive advantage over your peers.

You can refer the following to our team of Lending Specialists whilst retaining the client relationship:

• Residential Loans
• Investment Loans
• Deposit Bonds
• Commercial and Business Loans
• SMSF Loans
• Personal Loans
• Motor Vehicle and Equipment Finance

By adding a lending arm to your business through referring you can offer your clients a complete financial solution which compliments your own professional services. We have a national network of Lending Specialists and our Lending Managers seamlessly become an extension of your own team.

The benefits include:

• Protecting your client base and looking after their financial needs
• Flexibility – one of our Lending Specialists write the loan on your behalf
• Increase your revenue and profits
• Gain that competitive advantage with a wider range of services
• Online access to reporting
• Marketing support
• Dedicated Lending Manager and State Manager
• You retain ownership of the client

The key aspects of our proposition are as follows:

• Specialised debt solution fulfilment service for Financial Planners, Accountants and other professionals
• Service proposition to acquire customers at earlier life stages
• Additional revenue stream
• Significantly improved client satisfaction which leads to client retention
• Meeting the debt solutions of clients is a key acquisition platform in achieving lifelong client earnings.