INTRODUCER & REFERRAL PROGRAM
When it comes to finding the best outcome for your clients, it’s a team effort
WHY PARTNER WITH US?
Collective Lending’s Introducer & Referral Program is built on the principals of providing positive outcomes for clients through efficient processes and innovative solutions, whilst creating revenue opportunities for your business.
The client’s experience and their goals remains at the forefront of everything we do and it’s our team’s commitment to this ethos that drives how we do business with you and your clients everyday.
- Knowledgeable Team
- Additional revenue stream for your business
- Professional and reliable solutions
START YOUR ACCREDITATION
*Minimum requirement to become an Accredited Introducer or Licensed Referrer is proof of industry body membership (i.e. FBAA or MFAA) and current PI cover in place.
THE CHOICE IS YOURS ON HOW YOU PARTNER WITH US
Introducer
Typically a broker who holds their own Australian Credit Licence and is looking for mutually beneficial direct lender accreditations. You will be responsible for all aspects of structuring and submitting the deal through to settlement and post settlement. Full commissions are payable (i.e. upfront and trail).
Licensed Referrer
If you're a broker who still wants full control of the client relationship but cannot hold a direct accreditation as your licensee is not directly accredited with Collective Lending, then this type of accreditation is for you. You will be paid an attractive upfront referral fee. You must have PI & Industry Body Membership.
Unlicensed Referrer
Do you work with clients in your business who need financial assistance or are a broker that is turning away leads due to various challenges or circumstances? By becoming an unlicensed referrer of Collective Lending you simply provide us with your clients contact details and we do the rest. In return you will receive a flat fee payment upon settlement of the loan.
HOW IT WORKS
Decide on how involved you want to be with the deal as this will determine your commission structure and the type of referral relationship that will suit you. Once you know that, complete the above form.
You will receive an automated email which will contain a link for your to complete some additional details, upload supporting documents and electronically sign your agreement.
Once we receive your signed agreement it will go to our accreditation team for processing. We will then send you back a fully executed copy of the agreement along with our product information.
Your accreditation is finalised! You now have access to all of our products, services and experienced team.
WHAT WE PROVIDE
Unparalleled client experience through clear, concise and timely communications plus a team of professionals that have been hand picked to deliver the highest standards of confidentiality, integrity and security.
Next Level Support
From the initial enquiry through to settlement, there is a dedicated team member to support you and your clients every step of the way.
Shared Revenue
Offering you a broad range of commission options depending on the level of involvement you want to have with the deal. Our sales team can discuss these options with you at the initial stages of the accreditation process.
Clear & Concise Communications
All of our communications are sent in a clear, concise and timely manner so you or your clients are never left in the dark when it comes to their application.
Guaranteed Client Ownership
If you are looking for mutually beneficial direct lender accreditations, we will work with you to ensure that you continue to maintain the relationship with the client and their satisfaction remains a priority.
Product Options
The majority of our product suite contains products that you wouldn't normally find at a traditional lender. Giving you more scope to find the perfect solution for your client.
Experience
The Collective Lending team have a wealth of knowledge built up over many years of working in various bank and non-bank lenders, so we know what it takes to support our clients and partners.
