Referral partners
Refer a client to Ridge Finance
When you refer a client, your reputation comes with them. We take that seriously. We respond quickly, explain things clearly and keep you updated until the loan settles.
01 — Who it's for
The people our clients already trust.
Accountants
Self-employed clients, SMSF trustees and business owners. We work with your numbers and keep the structure in line with your advice.
Builders
Clients who need construction finance in place before they can sign. We understand progress payments and build contracts.
Real estate agents
Buyers who need pre-approval, or vendors who need to buy before they sell. We move quickly and keep you informed.
Financial planners
Clients whose strategy includes property or debt restructuring. We arrange the lending to fit the plan you have built.
Conveyancers
Clients who are close to settlement and need finance sorted, or who are still working out their options.
02 — How it works
Three steps.
- 01
You send details
Fill in the referral form below with your client's details and what they need. It takes a couple of minutes.
- 02
We contact your client
We get in touch with your client within one business day, and keep you updated at the key points along the way.
- 03
Fee paid at settlement
Your agreed referral fee is paid when the loan settles. We confirm the arrangement with you in writing upfront.
03 — Partner FAQ
Questions from partners.
Q-01Do I need a formal agreement to refer clients?
We set up a simple written referral arrangement before any fees are paid, so everyone is clear on how it works. If you'd like to refer a one-off client first, send the details and we'll talk it through.
Q-02Will you tell my client about the referral fee?
Yes. Referral arrangements are disclosed to the client in line with our obligations. Transparency protects everyone.
Q-03How much will I hear about my client's progress?
We let you know when we've made contact, when the application is lodged, and when the loan is approved and settles, subject to your client's consent. We never share more than your client has agreed to.
Q-04What if my client is not a good fit?
We'll tell them honestly and, where we can, explain what they could do to improve their position. We'll let you know as well.
Q-05Can I refer clients from outside Melbourne?
Yes. For construction, development, SMSF and commercial lending we work with clients Australia-wide.
04 — Refer
Send us the details.
Please make sure your client has agreed to be contacted before you send their details.