When you introduce a client, your name is on it.
Here's how we look after the people you send us and how we keep you in the loop.
Introduce a clientWhat you and your client can expect.
A call within one working day
Your client hears from their adviser quickly, not a call centre or a queue.
You stay in the loop
With your client's permission, we'll let you know at the key points: first meeting, approval and settlement.
The relationship stays yours
We only do lending, so we won't step into your patch. Your client is still your client.
English and Mandarin
Frank works with Mandarin speaking clients in their own language, start to finish.
Three steps. No paperwork for you.
- 1
Introduce
Fill in the short form below or call us. Check your client is happy to be contacted first.
- 2
We call your client
Within one working day. We get a clear picture of where they are and what they need.
- 3
You hear how it goes
With their permission, short updates at the stages that matter.
Clients we're well suited to.
- Business owners whose income doesn't fit a payslip
- Investors with more than one property
- Families buying the next home before selling the last
- New arrivals and Mandarin speaking buyers
- First home buyers who want it explained properly
- Anyone with a fixed rate coming up for review
Prefer to talk first? Call 027 231 7143 and ask for Tammy, who looks after our referral partners.
Introduce a client
Takes about a minute. We'll take it from there.