We want to work with mortgage brokers, accountants, financial planners, solicitors, conveyancers and real estate agents who care about their clients and are invested in their success.
We know how long it takes to build a client base, and how quickly it can be lost to the wrong introduction. So we work the other way around.
You stay front and centre.
Your client hears about opportunities from you first, in co-branded communications you approve.
We never market around you.
We do not contact your referred clients for anything outside the matter you introduced, without your agreement.
You see everything.
Your partner portal shows each client’s stage, our communications and what happens next.
Referral Partner
Introduce clients who want to buy or develop, and earn a referral fee under a written agreement. Every referral fee is disclosed to your client in writing before they commit, so your professional standing stays intact.
Partner Agent
For qualified partners who want to do more than refer. Work directly with your clients under the Wealth Lane licence, as an extension of your business, with your client relationships front and centre. You get full training, sales and compliance support, and your own partner portal, so you can start bringing vetted opportunities to your clients from the day you are onboarded. You earn a share of the fee on every deal you work that settles.
Partner Agents hold at least a NSW certificate of registration and work under the supervision of our licensee-in-charge. Offered to selected partners only. Places are limited.