Brokers (ACL Holders or Representatives)

You can only engage in credit activities if you either hold an Australian Credit Licence (ACL), or are registered with ASIC, or have been appointed a credit representative of a licence holder. Upon successful settlement of your client’s loan you will receive brokerage fee payment of 0.55% inc GST of the approved loan amount for mortgage loans or $550 inc GST for motor finance loans. Accreditation is not initially required, upon quotation of your first scenario we will forward to you an Introducer Agreement & RCTI forms for payment of your fees. We know how important your clients are to you and as such we work hand in hand with you throughout the loan process. At all times you remain as much a part of the process as we do.

Referrers (Unlicensed/Unregistered Persons)

For those who do not hold an ACL or are not a credit representative of an ACL holder we have a referral partner programme whereby we provide a full service to your client. As a referrer all you need to do is simply fill in the scenario form and we handle the rest. We will then deal directly with the client, It’s as easy as that. We will keep you updated as to the status of the client’s loan application. Furthermore, for each successful loan scenario that proceeds to settlement we pay you a referral fee of $330 inc GST for mortgage loans < $350,000 and $550 inc GST for mortgage loans > $350,000. Motor finance loans you will receive a referral fee of $550 inc GST irrespective of the loan amount. Additional fees may be charged provided that borrower consents and in accordance with our reasonable fee policy. All referral fees will be disclosed to the borrower prior to providing any services

Additional Information

Always include as much detail as possible. Make use of the notes section on the submission form. This enables us to gain a clearer overview of the client’s situation and often is key in determining the most suitable loan product for them. If you have a scenario that includes loan arrears it is imperative that we see 6-12 months up to date loan statements so we urge you to provide if available or to obtain them from your client.

You can email statements to us here. Please place the clients surname in the email subject.

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