Referrers and advisers
We work with client-facing professionals, including accountants, lawyers, real estate agents, buyer’s agents and business advisers, whose clients need finance arranged.
Our approach suits partners who value collaboration and a consistent client experience.
This includes professionals who want to stay informed about a client’s finance through agreed milestone updates.
You may benefit from working with us if you want a referral partner who supports your clients with suitable lending options and respects the advice you have already given.
We also provide ongoing support through training, co-branded opportunities and events, creating an environment where referrals are managed professionally and outcomes are aligned with your advice.
How a referral works
- Introduction. With your client’s agreement, you email or call us with their details and what they want to do. We acknowledge it and confirm who will look after them.
- First conversation. We speak with your client to understand their position and objectives, then let you know we have done so.
- Options and application. We compare suitable options across more than 70 lending partners, present them to your client and, when they are ready, prepare and lodge the application.
- Lender assessment and settlement. The lender assesses the application and makes the decision. We keep you and your client informed through to settlement.
Communication at agreed points
Before we begin, we agree the milestones you want to hear about, and your client knows we will keep you informed. Common choices are first contact, options presented, application lodged, lender decision and settlement.
Protecting your client relationship
Your client remains your client. We do not cross-sell, we keep to the finance your client has asked us to arrange, and you stay their trusted adviser. Any referral arrangement between us is disclosed to your client as the law requires.
What we arrange
Residential home and investment lending, commercial finance and commercial property, development and construction funding, asset and equipment finance, medical and specialised lending, SMSF lending, and finance for companies, trusts and other entity structures.
Working with accountants and lawyers
Where structure, tax position or legal arrangements bear on the finance, we work with the client’s accountant and lawyer from the outset, so the facility and the borrowing entity reflect the advice already given. We do not give tax or legal advice.
Start a conversation
To discuss a referral partnership, or to introduce a client now, contact us and we will arrange a time to talk. You can also read about Oakwood and meet the team your clients would work with.