Join us and earn additional income whilst offering your clients a complete financial solution

Looking for ways to boost your revenue? We can assist you to integrate a full suite of lending and insurance products into your business.

Online access to our software and systems. Having access to the right software is crucial to building and retaining your client base.  Outsource Financial provides access to the award winning mortgage solution - Symmetry.

Our team of lending professionals are ready to assist.  All of our Lending Managers are fully qualified, compliant and very experienced to ensure that your clients receive the highest level of service.

Education, Training and Business Planning Outsource financial provides a range of training and member events throughout the year which are accredited Continuing Professional Development (CPD) programs to help maintain your industry body accreditations and build your business.


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Latest News

$100 billion reasons to diversify your service offering

Mortgage brokers and finance aggregators have seen their market share grow dramatically from 25% just 10 years ago to owning 43% of the $4.9 trillion Australian mortgage market.

In 2013, research by the Australian Bureau of Statistics revealed third party lending volumes hit a whooping $100 billion!

There is little doubt that mortgage broking is a profession that has grown with the Australian consumers ever increasing requirements for choice and service.

This sentiment was reinforced by the latest JP Morgan/Fujitsu's Australian Mortgage Industry report which revealed customers actively searched out the most competitive financing deals due to the rising interest rate environment, with the third party market capturing a larger portion of refinancing – up from 20% in 2000 to over 50% in 2006.  Read more.....

Aggregator boss accuses lenders of trying to weaken broker channel

One boutique aggregator has accused some lenders of giving generous customer incentives in an attempt to break the growth pattern in the broker market.

So says Outsource Financial CEO Tanya Sale, but adds that they won’t get away with it.

“I don’t think it’s going to work for them because the third party industry was built on going to a professional to see what options are out there,” Ms Sale told Australian Broker Online.  Read more....

Boutique Aggregator of the Year

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Outsource Financial has been named Boutique Aggregator of the Year  at the prestigious 2012 Australian Broking Awards.

The Boutique Aggregator of the Year award acknowledged the boutique aggregation group that has performed best over the past 12 months and has been most effective in member servicing and development.

According to Jim Hall, publisher of The Adviser, the Australian Broking Awards provide invaluable insights into which brokers and broking groups are at the forefront of the Australian mortgage industry.

“The Australian Broking Awards highlight not only what it takes to be successful in this industry, but what it takes to achieve genuine business growth, enhancements and efficiencies in what is a very challenging market,” he said.

Significant industry changes and economic uncertainty has had a significant impact on brokers and broking groups, Mr Hall said.

“The introduction of industry-wide compliance requirements and an overall slower property market have forced many brokers and broking groups to change the way they operate their businesses. But despite the tougher overall market conditions, Outsource Financial has  adapted their businesses successfully and they are continuing to record significant growth and accomplishments,” he said.

“The Australian Broking Awards were established to provide recognition and support for the industry’s leading brokers and broking groups, and Outsource Financial has certainly proven its position as a leader in its field.”

The winners of the Australian Broking Awards were determined by a panel of independent judges to ensure transparency across each award category. Award winners were determined based on key business metrics and finalist submissions.

“The Australian Broking Awards are the benchmark for quality and professionalism and I’d like to congratulate Outsource Financial and all of our winners for driving the third party distribution industry to new levels of excellence,” he said.

Watch Tanya Sale, CEO of Outsource Financial's acceptance speech below.


Credit Enquiry Reporting Service

There's only one way to ascertain how "healthy" (or sickly) your client's credit is.  You need to obtain and examine their credit report.

A client's credit report is their credit resume – and credit providers will assess it just as prospective employers would a CV. How well it presents will determine the likelihood of obtaining credit.   If the information provided in a credit report is used strategically, a loans adviser can better define which banks are more likely to approve a client's application.

Outsource Financial is delighted to now offer a service where you can obtain a same day – upfront Veda consumer and commercial credit report from $27.50. The process is as follows:

1. Complete the special pdfPrivacy Document for Credit Enquiry form.

2. Complete the pdfezidebit upfront payment form.   Please note:

· Cost per report is $27.50 if VISA or MasterCard is used for payment.

· Cost per report is $31.50 if Amex, Diners
or direct debit of the clients bank account is used for payment.

3. Email a scan of both documents to This email address is being protected from spambots. You need JavaScript enabled to view it.
A report will be emailed to you the same day.

If you have any questions please contact Brendon Kurtz on 0478 040 714

Trail portability would lead to commission cuts

While brokers call on lenders and aggregators to allow trail portability, Outsource Financial has defended the lenders’ stance.

Outsource Financial CEO Tanya Sale, however, says brokers are not looking at the bigger picture.

“I know the lenders get hammered all the time, but at the end of the day we want those divisions to be profitable for the lenders,” says Sale. “Some of these people are just mouthing off, going off like a firecracker without thinking of the complications and implications of such a thing.

“Now, we don’t want to get to a situation where the lenders start reviewing the profitability of the division. It’s happened before - Westpac came out years ago and they were the first to change their commissions to 0.5 and 0.15, then the CBAs and the NABs brought in no trail for the first year - all that was done to ensure that the third party division or channel of that bank is kept efficient and profitable.”  Read more.....


Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.

1300 781 481

Suite 406, Level 4, 19 Roseby St

Drummoyne NSW 2047

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