Become a Rate Money Partner 

Join forces with us and access our database of over 7,000 self-employed clients, delivering regular new business leads for your firm each month.

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

Why Become a Rate Money Referral Partner?

New Business

Leads

Regular new client referrals from our database of over 7,000 self-employed clients, who have reached out regarding a recommendation for a new broker.

Supplement Your

Income

Enjoy a potentially generous remuneration structure for every successful referral, providing a possibility of a consistent additional income stream for your practice, depending on the agreement with the franchisee.

Work with

Self-Employed

Specialists

We are the Self-Employed Home Loan Specialists – our products feature flexible terms, competitive interest rates, and favourable conditions.

We Do All The Work,

You Get All The Praise

Our Rate Money Representatives, will be with your client every step of the way from submission to settlement & beyond, ensuring the application process is seamless.

6 Simple Steps to Becoming a Rate Money Referral Partner

Complete Referral Partner

Agreement

Once you have filled in the enquiry form below, you will be sent a Rate Money Referrers pack with a detailed breakdown of how we can help your clients.

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.

Start Receiving 

New Leads

Your local franchisee will start sending your new business leads of self-employed Rate Money clients looking for a new broker.

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.

Your Name(Required)
Hidden
Hidden
Hidden
Hidden
Hidden
Hidden
Hidden
Hidden
Hidden

Frequently Asked Questions – Becoming a Rate Money Referral Partner

 

How do I refer my clients?

Once you have completed your Referral Partner Agreement, you will have a relationship with a Rate Money Franchise. From there you will work directly with a franchise representative to provide your clients information.

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 franchisee has been paid, 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.
Loading...