Refer a client — Value Lending
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For referral partners

Refer a client

For accountants, conveyancers, agents, planners and property managers whose clients need lending looked at properly. One short form; I make contact within one business day and keep you informed.

Most of the people who come to Value Lending arrive because a professional they trust pointed them here. This page exists to make that handover quick for you and clear for them.

01You send the detailsName and mobile for the client, and what they are looking at. An email address helps but is not essential.
02I call within one business dayA short first conversation about their situation and how a lender would read it, before anything is submitted.
03You stay in the loopA note when I have spoken with them and when things settle, without sharing anything they would expect to stay private.

The reference document for referring professionals, Working with us (PDF), covers what tends to trigger a lending conversation and when an introduction is most useful.

What I can look at

First home and next home purchases, refinancing, residential and commercial investment, SMSF property lending, and business and equipment finance for trading businesses and the self-employed, including chattel mortgages. I do not write consumer car loans or personal loans; where a client needs one I will point them somewhere sensible rather than leave them without an answer.

Partners who want the calculators on their own website can register for the embed snippets; results from your site are attributed to you.

No referral fees change hands in either direction. The relationship works because the client gets a careful assessment and you get a clear report back.

Referral

Pass a client across

About you

About the client

Value Lending Pty Ltd is a Corporate Credit Representative (515167) of Connective Credit Services Pty Ltd (ACL 389328). Credit services are subject to lender assessment and approval. Client details are used only to make contact about the referral and are handled in line with our privacy policy.