Home › For referral partners
For referral partners
Your client’s hard deal, handled the way you would handle it.
For accountants, business brokers, commercial agents, buyer’s advocates, financial planners and lawyers who need a lending specialist they can refer to without holding their breath.
30 minutes with Priyank. No application, and no lender sees anything until you say so.
Every referred file is worked against named evidence — IBISWorld industry data, Cotality comparables, SQM Research and ABS inputs — and comes back to you with the workings shown, because your name travels with the referral.
The problem
A bad referral costs you a client. So most professionals stop referring.
You know the moment. A client needs complex lending, and every broker you have tried either overpromises, goes silent, or hands the client back worse than they arrived. The safest option becomes no recommendation at all — and the client loses.
How we work with partners
Four commitments.
Your client stays your client
We handle the lending lane and report back. We do not cross-sell into your space, and we do not introduce your client to a competitor of yours.
You see what we see
The Action Plan is a written document. Where your client agrees, you get a copy for your own file — the structure, the lender class, the terms and the timeframe.
Straight answers, fast
If we cannot help, you hear it in days rather than months, with the reason. A quick no is worth more to you than a slow maybe.
Coordination built in
Entity and SMSF work is run with the accountant and adviser in the room, not around them. Tax-efficient structuring starts before lodgement, not after settlement.
Where we add most
The deals that usually come back to you unsolved.
Business brokers
Your buyer walked because the bank wanted 30% down. We fund up to 100% on business and commercial transactions with the right structure — and the due diligence we run before funding is what stops your deal collapsing at week six. We are members of the Australian Institute of Business Brokers.
Commercial agents
Owner-occupiers who can move faster with more funding certainty win the asset. Sub-$2m owner-occupier demand is deep in Adelaide and Tasmania in particular, and finance is usually the constraint rather than appetite.
Accountants
The client whose structure was built for tax and now caps their borrowing capacity. We untangle it with you, and we do not touch the tax advice — that is yours.
From professionals
Read by people who refer for a living.
“As a property professional, I don’t recommend lightly — and I’m already referring him to my own clients.”
Yash LuthraBuyer’s advocate“I was referred to Prevail Finance by my buyer’s agent… He also coordinated directly with my buyer’s agent during the high-pressure bidding process, which saved me a massive amount of stress.”
Frankie ChoReferred client“I was first recommended to Prevail Finance by my accountant about six years ago, and I haven’t looked back.”
Jignesh PatelBusiness owner & property developerStraight answers
Fair questions.
Will you cross-sell my client?
No. We handle the lending lane and report back. We do not sell accounting, planning, advocacy or legal services, and we do not introduce your client to anyone who does without asking you first.
How fast will I hear back on a referral?
Within four business hours on the enquiry, and within days — not months — on whether it is fundable. If we cannot help, you will be told quickly and given the reason, so you can advise your client rather than wait on us.
Do you pay referral fees?
Where a partner is licensed to receive one and it is properly disclosed, yes, and it is documented. Many of our partners prefer no fee arrangement at all, which is equally fine and changes nothing about how the file is handled.
Next step
Send us one hard deal. Judge us on it.
Call Priyank directly, or send the file through and we will come back within four business hours.
30 minutes with Priyank. No application, and no lender sees anything until you say so. You’ll know whether we can fund it — and either way, you leave with a plan.
ACLACL 509527Held directly, not leasedMemberships verifiable with each body