Referral Partner Program
Become a Referral Partner
We've made it easy to become a Rate Money Referral Partner.
In just a few simple steps we'll have you well on your way to tapping into the potential of this growing market.
Complete our Referral Partner Agreement
After we receive your enquiry form, you'll receive a Rate Money Referral pack, which includes a Referral Partner Agreement for you to fill out with the help of your local branch (see step 2).
Franchisee Introduction
Arrange a meeting with your local franchisee to finalise the Rate Money referral partner agreement and address any questions you may have.
Identify Potential Clients
Pinpoint current self-employed clients who might be interested in purchasing, refinancing, or investing in a property.
Initiate Referrals
Introduce your client to your Rate Money franchisee, or alternatively provide your client's details and Rate Money will contact them directly.
Track Referrals
We will keep you updated on your client's progress throughout the application process.
Receive Payment
Upon settlement of a home loan by a referred client, you will receive your deserved remuneration.
If you’re a Mortgage Broker
When your client’s requirements go beyond the capabilities of a mainstream lender, don’t let them get away. Become a Referral Partner with Rate Money, and we’ll tap you into over 100 specialised home-loan solutions for your self-employed and small-business-owner clients.
James is a high net worth (HNW) with a $5m home loan. But he needs an additional loan to finance a business opportunity.
Unfortunately, James doesn't meet the usual PAY income verification criteria so he's going to need alternative income verification or non-traditional income verification documentation.
+ Option A: You can say, 'No' and send him away.
+ Option B: You can tie up your team for hours or even days researching specialised Alt Doc home-loan options.
+ Option C: You can say, 'Let's Go!' and contact Rate Money.
We'll tap you into our world of specialised home-loan expertise and deliver your client the right product at the best rate.
Rate Money specialises in servicing the needs of clients with complex income sources or non-traditional financial structures.
With over 100 specialised home loans products designed for the unique needs of the self-employed, we empower you, to empower your clients.
If you're an Accountant or Financial Planner
When your self-employed client's financial circumstances become more complex due to non-traditional income sources, you'll need specialised knowledge and expertise on tap to deliver the very best advice and guidance. Become a Referral Partner with Rate Money, and we'll tap you into over 100 specialised home-loan solutions for the self-employed and provide all the specialised know-how you require.
Marianne is a high-net-worth client who's been with you for years. This end of financial year she needs to realise liquidity and equity for reinvestment in her business.
You know home-loan refinancing will provide a powerful solution for unlocking funds in the equity of her property, so it can be reinvested in the business.
But because she's self-employed she doesn't meet the usual
PAYG income verification criteria, meaning she's going to need alternative income verification or non-traditional income verification documentation.
+ Option A: You can tie up your team for a few hours or possibly days researching specialised Alt Doc home-loan options.
+ Option B: You can contact Rate Money, tap into our world of specialised home-loan expertise, and deliver Marianne and all your self-employed and small-business-owner clients the right advice supported by the right home-loan products, at the best rates.
Rate Money's specialised home loan products enable you to overcome your clients' challenges of complex income sources or non-traditional financial structures. You own the relationship.
We help you build it.
Referral Partner Program
Tap into potential
Become a Referral Partner
Benefits
Case Studies
Contact
Level 4, Suite 4.02, 54 Miller Street, North Sydney NSW 2060 | © 2024 Rate Money Pty Ltd | ABN 92 632 468 056 | Australian Credit Licence 519912