Referral Partner Programs

We believe in success through helping others and have a range of Referral Partner Programs. All options have no fees to be paid, no ongoing costs, no tie-ins and our relationship is non-exclusive. This means you can stop referring to us at any time (but will still get paid any commissions due on clients already referred), can refer leads to other mortgage brokers in addition to us if you wish, and our services can be tailored to suit your existing operating model. In addition full reporting is provided to enable you to track leads referred and commissions earned, and training and support is provided to your staff to increase their referral success rates. Should you be interested in becoming a referral partner please contact us to discuss further.

 

 

Community & Charity Referral Program

 

A great way to raise funds with minimal effort. Aimed at Charities, Churches, Sports clubs and Community Associations. Under this arrangement, when your members use us to arrange a new mortgage or refinance their existing mortgage, you receive a small payment immediately just for sending through the referral, regardless of the outcome. Plus if we write the referred party’s mortgage, you would receive a large % of our net upfront commissions. We also do most of the work to help your staff, volunteers and members generate referrals, save them time and pay for any marketing materials provided etc. We play an active role in helping you increase your funds raised.

 

 

Platinum Referral Program

 

Aimed at Business owners regardless of size or number of staff. Under this arrangement, when you or your staff refer clients to us, you receive a small payment immediately just for sending through the referral, regardless of the outcome. Plus if we write the referred party’s mortgages, you would receive a % of our net upfront commissions. This option pays the largest % of commission and has some qualifying criteria relating to how we work together. In this option we also do most of the work to help your staff generate referrals, save your staff time and pay for any marketing materials provided etc. In addition we add extra value, training and support to your staff and actively seek ways for you to grow your income. Under this option we help you market your business at our expense.

 

 

Gold Referral Program

 

This option is also aimed at Business owners regardless of size or number of staff. However this is a light touch straight referral only service. Your staff refer leads to us when the opportunity presents itself. In this option you would still receive a small payment immediately just for sending through the referral, regardless of the outcome. Plus if we write the referred party’s mortgages, you would receive a slightly lower % of our net upfront commissions compared to the Platinum Referral Program. This option also offers training, support and marketing materials at no cost but you or your staff would need to do the extra work to generate referrals.

 

 

Silver Referral Program

 

This option is aimed at Individuals.This option enables individual real estate agents, bookkeepers and general company staff to refer leads to us when the opportunity presents itself. In this option you would receive a small payment immediately just for sending through the referral, regardless of the outcome. Plus if we write the referred party’s mortgages, you would receive a slightly lower % of our net upfront commissions compared to the Gold Referral Program. This option also offers training, support and marketing materials at no cost but you would need to do the extra work to generate referrals.