How to Refer a Client
Email Referral
Send client details including name, phone, email, and a brief overview of their needs.
Have Client Contact Us
Have your client mention your name when they reach out. We track all referrals carefully.
Helpful Information to Include
- Client's full name and contact details
- Type of finance needed (home loan, commercial, etc.)
- Approximate loan amount or property value
- Timeframe or urgency level
- Any special circumstances (self-employed, credit issues, etc.)
Commission Information
Referral commission details are outlined in your partner agreement. Here's what you need to know about payments:
- Paid within 30 business days of loan settlement
- GST added where applicable – please provide a tax invoice
- No minimum referral volume required
- Payment via EFT to your nominated bank account
- Full transparency – we'll confirm commission amounts
Frequently Asked Questions
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We'll keep you updated throughout the process. You'll receive confirmation when the loan settles and when your commission payment is being processed.
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Yes, we'll need a tax invoice from you before we can process payment. We'll send you the details and amount when the loan settles.
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Commission is only payable on successful settlements. If a loan doesn't proceed, no commission is due. We'll keep you informed of any issues.
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If a client refinances within 24 months and the lender claws back our commission, a proportionate share may be reclaimed. This is standard across the industry.
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Yes, we can assist clients across Australia. While we're based in Victoria, our lender panel and services cover all states and territories.