ACCOUNTANT, SUPPLIERS & MORTGAGE BROKERS

REFERRAL PROGRAM

Our partnerships with all our referral partners thrive on trust, expertise, and delivering exceptional customer experiences. We streamline the finance application process, ensuring a stress-free experience for both you and your clients through our prompt, reliable, and specialised service.

WHO WE PARTNER WITH

  • Accountants often serve as trusted advisors on matters of fiscal management, and by collaborating with asset finance brokers, they extend their expertise into the realm of strategic asset acquisition and financing. This partnership enables accountants to provide comprehensive financial solutions tailored to clients' specific needs, whether they are individuals, small businesses, or large corporations. By integrating asset finance options into their service portfolio, accountants can enhance client satisfaction and loyalty, positioning themselves as indispensable allies in navigating the complexities of financial planning and investment.

    Working closely with accountants allows us to obtain the financial information required for the application, simplifying the procees for the client and helping to provide them with the best possible outcome. We provide value back to our accountant referral partners by providing all the relevant information required to assist them to reconcile their clients accounts at tax time. 

  • Partnering with an asset finance broker presents numerous advantages for equipment suppliers, particularly in streamlining the sales process and increasing their customer base. By offering financing options through an asset finance broker, equipment suppliers can make their products more accessible to a broader range of clients. This accessibility is especially beneficial for clients who may not have the capital upfront to purchase equipment outright but are willing to finance it over time. As a result, equipment suppliers can significantly expand their potential market and increase sales volume by catering to customers who prefer financing options.We work closely with your sales team and can provide training to ensure they can effectively use finance as an additional tool to increase sales.

    We recognize the invaluable contribution of our partners as they are instrumental in bringing us finance opportunities and clients. In return, we provide a unique referral commission offering for our referral partners whilst still ensuring your clients are receiving a competitive finance offer. 

  • Partnering with an asset finance broker can significantly benefit a mortgage broker in several ways. Firstly, it expands the range of services offered to clients, creating a one-stop destination for all their financing needs. While a mortgage broker primarily deals with residential and commercial property loans, an asset finance broker specializes in financing assets such as vehicles, equipment, or machinery. By collaborating, both brokers can cross-refer clients to each other, enhancing customer satisfaction and loyalty. This synergy enables clients to secure multiple types of financing through a trusted network, streamlining the borrowing process and saving time for all parties involved.

    Secondly, partnering with an asset finance broker opens up new revenue streams for the mortgage broker. By diversifying their offerings, mortgage brokers can tap into a different segment of the market and increase their earning potential. Asset finance transactions tend to have quicker turnaround times, leading to faster commissions for brokers. This diversification also insulates mortgage brokers from fluctuations in the real estate market, providing a more stable income stream over time. Overall, collaborating with an asset finance broker not only enhances the service offering but also boosts the financial viability of the mortgage brokerage business