Loan
Referral Program
Interestrate.com.au combined
with our strategic partners have assisted some 500 financial
planners, accountants and other professionals to realise their
full business potential.
Our unique range of “referral”
based lending programs and financial services have been designed
to compliment your existing practice whilst growing your core
business in the simplest and most cost effective manner.
The aim of the program is to allow advisers to refer clients
to Major lenders and their subsidiaries in a user-friendly
environment. These lenders will in turn provide your clients
with Premium Loan Option Programs commonly known as “Professional
Packages”.
Exclusive use of full time Personal/Business Bankers,
Not Brokers, ensures the need for training, accreditation
or the on-cost of employing additional staff to service client
requirements is completely removed.
| Residential Loan Example. |
A
referral to one of the dedicated banking managers.
$250,000 loan $625 upfront income $325 trail income
Total Income $1,000. (Plus GST) |
| BENEFITS TO THE ADVISER |
BENEFITS TO YOUR CLIENTS |
| Non-compete agreement with all lenders not to market
other financial services to your clients. |
Through our association with some of Australia’s
leading lenders, advisers are able to refer their clients
to a dedicated Personal or Business Banker in a user-friendly
environment. Our lenders will in turn provide your clients
with a range of lending solutions individually tailored
to their specific needs. |
| Lending Manager completes all documentation. “NO
PAPERWORK” to distract you from your core business
area. |
Nil establishment fees on most new and future loans. |
| Exclusive use of full-time Personal and/or Business
Banker employed and funded by the lender. |
Discounts of up to 0.7% (includes Line of Credit facilities) |
| Lending Managers are fully trained and have the ability
to approve loans. |
Dedicated Lending Manager selected by adviser. |
| Earn 80% of all upfront and trail income. |
Up to $220 in transfer costs if refinancing. |
| Additional and ongoing income streams. |
Gold Visa Card – with no yearly fees. |
| Buying power of an established national network. |
Fee Free cheque and savings account. |
To contact us for more information or to arrange an appointment
please fill in the form below or contact interestrate.com.au
on 1300 850 185
|
