Become a Rate Money 

Referral Partner 

Becoming a referral partner with us gives you access to our range of market-leading home loan products catering to the self-employed. You do the intro and we take care of the rest!

We also pay you for any referral you send our way, with competitive remuneration based on the value of the loan.

 

 

Why Become a Rate Money Partner?

No Clawback on 
Broker Referral Fee

No clawback on both full doc and low doc owner-occupied and investment loans.
 
This is an industry first with No Risk Fee!

Investment Pricing at
Owner-Occupied Rates

The same flat rate on select Low Doc products: We offer the same rate for both owner-occupied and investment properties as well as removing the interest-only loading.
Flexible Income 
Verification Options

We offer flexible income verification options such as having an accountant’s letter confirm their ability to meet monthly repayments, with no liability for the accountant or verifying 40% of turnover as shown on their BAS.
A Comprehensive
Range of Products

We provide solutions for SMSF, Construction, NDIS, Off-The-Plan, High-Density, Display Homes or any other type of property financing, we’ve got them covered.

How it works

 

Complete Referral Partner Agreement

Once you have completed our enquiry form below, you will be sent a Rate Money Partners pack with a detailed breakdown of how we work together.

Franchisee Introduction

 

Meet with your local franchisee and complete the Rate Money Referral Partner Agreement as well as have any questions you may have answered.

Initiate Referrals

 

Introduce your client to your Rate Money franchisee or simply provide your client’s details and Rate Money will reach out.

 

Track Referrals and Remunerations

We will keep you in the loop of your client’s progress right throughout the application process.

Get Paid!

Once a referred client successfully settles a home loan, you receive your well-deserved remuneration.

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Frequently Asked Questions – Becoming a Rate Money Partner

How do I refer my clients?

Once you have completed your Referral Partner Agreement, a Rate Money franchise will be assigned to your account.

From there, you can reach out directly to your designated franchise principal and provide them with the details of the client you wish to refer. The franchise will take it from there and keep you updated throughout the application process.

How many clients can I refer?

You can refer as many clients as you wish! The more the merrier we say.

Will Rate Money tell me when my client’s loan has settled?

Of course! A fundamental component of our referral partnerships is communication. We will be in touch as often as you wish throughout the application process.

When will I receive my remuneration?

Once the loan settles, and the franchisee receives their commission you will be paid immediately.

How will I know that I received my remuneration?

You can expect to receive an email notification when your remuneration has been paid. But, as mentioned above, communication is key you will be informed right throughout the application process.

Terms & Conditions:   
Subject to meeting Rate Money’s Referral Onboarding Criteria.   
Subject to non-clawback period, as per Lender Guidelines.
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