Help your client move forward.
Work with a mortgage team that can assess difficult cases and handle the financing
process with you.
When the loan holds up the sale.
Your client has found a property, but the loan estimate is too low, their income is irregular, or a bank has declined the application. Before they walk away, we can review their income, eligible assets and existing loan commitments against lender requirements to identify property loan options.
Cases we can review
Income-based estimates that fall short
Clients with assets but limited regular income
Self-employed clients or complex income
Applications that need a different lender
Why work with us?
Explore more options
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
Explore more options
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
Explore more options
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
How referrals work
Discuss the case
Tell us the type of client, loan need and timing.
Make the introduction
Get your client’s agreement before sharing their contact details.
Agree the updates
Choose the contact person and what updates you and your client need.
Support the application
We help prepare documents and coordinate with the bank.
Questions about referrals
Yes. Describe the loan need without sharing your client’s name or personal details.
We agree the contact person, update schedule and what can be shared with you at the start, with the client’s consent.
Only with their agreement. A mortgage referral does not require your client to take up other services.
We agree any referral fees, eligibility conditions and payment dates in writing before you refer.
Yes. We also work with financial advisers, business owners and other professionals. Tell us about the clients you help.
Let’s work together.
Start with your role and company. We’ll discuss the types of clients you work with and the referral arrangement.
Discuss a partnership
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