Business Partner Program

Take your business to the next level by partnering with one of Australia's leading mortgage brokerages. Be confident to know your clients are in great hands.

Business Partner Program

We work with a large, respected network of specialists, and help their clients meet their financial goals.

Who we work with

Since 2002, our success has largely been build on creating a Business Partner Program with the following businesses:

 

  • Accountants
  • Financial Planners
  • Solicitors
  • Property Advice Specialists

We currently offer two Business Partner Programs options for our network to consider:

1. Referral Program

If you have clients in need of a finance solution, you can simply refer them to one of our Finance Brokers. Your clients will benefit from our broker’s experience, service, and a commitment to finding the right solution.

Our brokers are accredited with over 40 lenders and have thousands of products to consider, so we are confident that if a solution exists for your clients, we will find it. For our Business Partners that can accept a commission split for settled referrals, we are happy to discuss remuneration options with you.

We will keep you updated at each key step of the process (formal approval, settlement etc), and always refer the client back to you when required.

Our brokers will work hard to to nurture and maintain their business partner relationships, and we are open to creating individualised programs for our Business Partner’s clients and delivering additional value added services.

To allow you to stay up to date with your referred clients, we have built a Referral Dashboard which can show you how their loan applications are processing.

2. Licensee Offering

If your business would benefit from its own Finance Broker operating under your brand, servicing your clients and generating a new income stream, we can facilitate this process for you with our Licensee offering.

Acceptance Finance manages its own Australian Credit Licence, and we have developed the processes and compliance framework which allows brokers to operate at full efficiency.

Operating a new business in the finance industry does bring on its fair share of challenges, and that why we believe partnering with us and utilising our management experience will give your finance offering the best chance of success.

  • Our licencing offering includes:
  • Support from Broker Support Team
  • Access to formalised systems and procedures for all aspects of business operation
  • Recognised industry mentor for brokers in first 2 years of operation
  • Business Development Coaching
  • Sales Training
  • Internet presence to clients
  • Access to monthly newsletter for clients
  • Professional Development days
  • Professional Indemnity insurance on group rates
  • National aggregator group – Connective
  • Marketing strategic advice

Our Broker Support Team partners with our Finance Brokers to provide a seamless experience for their clients. With the team split between our head office in Balwyn and our offshore team in the Philippines, they can assist with the initial data entry, compliance documentation, and manage the application process completely, involving the Finance Broker only when necessary.

We would welcome the opportunity to discuss the synergies between our businesses and how a finance partnership could strengthen your business.

You can also check our Employee Wellness Program.

Business Partner Program Managers

Megan Ponniah

Megan Ponniah

Office Manager/Business Partnership Program
Jonathan Cornish

Jonathan Cornish

Head of Operations

Need to connect

with a broker?