Partner with us
There are two ways to work with us: either refer your clients for our team to manage the loan process, or become accredited to originate and manage loans end-to-end.
Ways to partner with us
Our flexible lending solutions have been designed to meet the financial and lifestyle needs of your clients aged 60+. This flexibility extends to how you can work with us.
Referral partner
Most brokers elect to refer their clients to us. Our specialist team then manages the loan process, keeping you informed at each milestone.
Referral fee
A $1,000 referral fee when a loan settles
Management
Full client management by our team
Updates
Regular updates so you stay informed
Assistance
Dedicated broker support whenever you need assistance
Originator
If you prefer a more involved role, complete our accreditation process. This enables you to originate and manage loans yourself, with the backing of our broker support team.
Upfront commission
0.8% upfront commission on drawn funds at settlement
Trail commission
0.2% trail commission on drawn funds
Resources
Access to our broker portal, tools and training resources
Register as a partner
Not sure which option is right for you?
If you are unsure whether to refer or originate loans, we can talk you through both options. This will help you understand the process and operational differences, as well as the remuneration structure, to choose the best model for your business.