NAVIGATION

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.