Pass a client to your broker in under a minute and know it鈥檚 landed with the right person.
Who this is for: Referral partners
Before you start
Get your client's permission to share their details with the broker.
Have their name, mobile, email and a short note about what they need.
Submit from the partner portal
Log in to the partner portal using the link and temporary password in your welcome email. You'll be asked to set your own password the first time.
Click to add a new referral (lead).
Enter your client's details and a note about what they're after, for example "First home buyer, pre-approval, budget around $750k".
If your business has several people who refer, choose yourself as the referring person.
Submit. The referral is tagged to you and sent to the broker straight away.
Other ways to refer
Your website: embed the referral form your broker gives you, or connect your own form with the Partner API. See Get your Partner API key.
Your own system: send referrals automatically through the Partner API.
Good to know
If your client already has an open application with the broker, a duplicate may be blocked and the broker is notified instead.
Need a hand?
Contact the broker business you refer to. For technical questions about the Partner API, they can contact the platform support team for you.