How do I refer a client to Mortgagefy?

Call or WhatsApp us on 0432 634 648 with the client's name and a brief overview of their situation. Once registered, we give you a direct contact number so referrals are as simple as a quick text.

Will Mortgagefy keep me updated on my client's progress?

Yes — with your client's consent, we provide milestone updates including pre-approval issued, unconditional approval received, and settlement. Conveyancers receive priority updates.

What types of clients does Mortgagefy specialise in?

We are especially strong with self-employed and business owners (add-backs, low doc, trust structures), first home buyers, property investors, clients knocked back by major banks, and clients seeking Islamic finance.

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Accountants · Conveyancers · Real Estate Agents

Your Clients Deserve
the Best Finance Outcome

Mortgagefy Broker Team · Published 2026-04-29 · Last reviewed 2026-04-29

Partner with Mortgagefy and refer clients to a specialist broker they can trust. No admin on your end. Fast updates. Your reputation protected.

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Who We Work With

Three Types of Referral Partners

Whether you're an accountant, conveyancer, or real estate agent — we have a referral arrangement built around your workflow.

Accountants & Tax Agents

Your self-employed clients often struggle with loans because their tax returns show minimal income. We understand add-backs, trust structures, and company financials — and we find lenders who assess income the way it actually works.

Add-back income specialists
Sole traders, companies & trusts
Low doc & alt doc options
We keep you updated throughout

Learn More

Conveyancers & Solicitors

Settlement delays caused by finance issues are avoidable. When you refer clients early, we lock in pre-approval, manage lender timelines proactively, and flag any issues before they become your problem at the settlement table.

Unconditional approval focus
Settlement date coordination
You're notified at every milestone
Fewer fall-overs on your deals

Learn More

Real Estate Agents

Buyers without pre-approval slow your deals down. We turn unqualified enquiries into pre-approved buyers fast — so your open homes convert, your vendor is confident, and your deals don't fall over at the last minute.

Fast pre-approval turnaround
We assess complex income types
Reduce fall-overs on your listings
Wide lender panel for all buyer types

Learn More

Simple Process

How the Referral Works

Three steps. No forms to fill on your end. No chasing us for updates.

You Send Us the Client

Call us directly, WhatsApp, or fill the form below. Include the client's name, phone and what they need. That's all.

We Contact Them Fast

We reach out within business hours, assess their situation thoroughly, and start working on their options. You don't chase us — we update you.

Your Client Is in Expert Hands

We handle everything loan-related. Your client gets expert help, you get peace of mind. You'll receive milestone updates throughout.

Why Partners Choose Us

We protect your professional reputation by treating every client referral with the same urgency and care you would.

Same-Day Response

Every referral acknowledged the same business day. No waiting, no wondering if they've been contacted.

Proactive Updates

You'll know when your client is pre-approved, when unconditional approval lands, and when settlement happens.

Wide Lender Panel

We access banks, specialist and non-conforming lenders — which means we find solutions for clients the big banks say no to.

Your Reputation First

We never upsell, cross-sell, or do anything that could reflect poorly on you. Our job is to make you look good.

Important Compliance Note

This referral arrangement is conducted in accordance with ASIC regulatory requirements. Mortgagefy (Credit Representative No. 532656) is an authorised credit representative under Australian Credit Licence 348324. Referral partners do not provide credit advice and are not required to hold an Australian Credit Licence solely for referring clients to us. Referral arrangements involving fees or commissions may require disclosure under the National Consumer Credit Protection Act. We recommend all referral partners seek independent legal advice regarding their obligations. No fee or commission is implied or guaranteed by registering as a referral partner.

Partner Registration

Register as a Referral Partner

Takes under 2 minutes. We'll reach out within one business day to confirm the arrangement and answer any questions.

Full Name *

Business / Practice Name *

Phone Number *

Email Address *

I am a… *

Suburb / Location

Roughly how many clients could you refer per month?

Anything else you'd like us to know?

By submitting you confirm you've read our Privacy Policy. We'll reply within 1 business day.

Partner FAQs

Answers to the questions new referral partners ask most.

No. Under the National Consumer Credit Protection Act, referring a client to a credit licensee does not require you to hold a licence, provided you are not providing credit assistance yourself. You are simply connecting a client with a licensed broker. We recommend confirming this with your professional indemnity insurer and legal adviser as requirements may vary by context.

Referral fee arrangements are subject to ASIC regulations and disclosure obligations. We discuss individual arrangements on a case-by-case basis during the partner onboarding conversation. Please note that any referral fee arrangement must be properly disclosed to the client. We do not pay undisclosed referral fees under any circumstances.

The simplest method is to call or WhatsApp us on 0432 634 648 with the client's name and a brief overview of their situation. Alternatively, you can email us or fill out the registration form above. Once you're registered, we'll give you a direct contact number so referrals are as simple as a quick text.

Yes — with your client's consent, we provide milestone updates including: initial assessment completed, pre-approval issued, unconditional approval received, and settlement. Conveyancers receive priority updates to ensure no surprises at the settlement table. Your client retains full privacy rights and can opt out of partner updates at any time.

We are especially strong with: self-employed and business owners (add-backs, low doc, trust and company structures), first home buyers (guarantees, grant strategy), property investors (equity release, IO, portfolio structuring), clients who have been knocked back by major banks, and clients seeking Islamic finance. We also handle PAYG borrowers of all types across a wide panel of major banks and specialist lenders.

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Your Clients Deservethe Best Finance Outcome

Three Types of Referral Partners

Accountants & Tax Agents

Conveyancers & Solicitors

Real Estate Agents

How the Referral Works

You Send Us the Client

We Contact Them Fast

Your Client Is in Expert Hands

Why Partners Choose Us

Same-Day Response

Proactive Updates

Wide Lender Panel

Your Reputation First

Important Compliance Note

Register as a Referral Partner

Registration Received!

Partner FAQs

Get your personalised answer in 2 minutes

Get your free Sydney borrower assessment

Your Clients Deserve
the Best Finance Outcome