Mortgage Referral Solutions
A Simple Referral Process For Your Business
Referrer who holds a Credit Licence
- Identify a finance requirement for your client
- Assess the needs of your client and contact a preferred lender from our panel to refer the client
- You can also call our office and we will manage the referral process with the client on your behalf
- Lender meets with the client to complete the application process
- You will be notified upon settlement and recieve a commission payment from us in the month following settlement
|
|
Referrer without a Licence
- Identify a finance requirement for your client
- Call Nexus Partners to discuss your client's requirements or provide client's contact details to your preferred lender
- We will liase with the lender to negotiate a solution and then call yourself or the client to discuss and arrange a lender interview
- Lender meets with the client to complete the application process
- You will be notified upon settlement and recieve a commission payment from us in the month following settlement
|
Note: It is a legislative requirement under the National Consumer Credit Protection Act that only credit licensees or authorised representatives undertake credit activities when dealing with a client. The act also imposes requirements for referrers to fully disclose commission and other benefits to a client as well as obtaining consent for the referral to be made. Please call our office or visit http://www.asic.gov.au/ to obtain more information.
|
