Flexible service

Who gives the advice? Us!

We Advise

Simply refer your client, and we’ll take it from there. 

We’ll handle the entire process from completing the fact find, sourcing the right product, to making our recommendation. From there, we’ll manage the full application through to completion, actively leveraging our strong relationships with lenders to help move things along as quickly as possible.

Once the case completes, you’ll receive a generous commission for the referral, and importantly, you retain full ownership of the client.