Referral partners

Refer a client who needs funding

For accountants, bookkeepers, financial planners, lawyers and business advisers who see their clients' funding problems first.

Apply to partner

How referrals work

  1. Apply below. We'll call you to understand your client base and set you up.
  2. You get a personal referral link and a direct contact on our broking team.
  3. With your client's consent, refer them through your link, by email or by phone.
  4. A FundFox broker calls your client, usually within minutes in business hours.
  5. With your client's consent, we keep you updated from first call to settlement.

Clients we can help

What partners get

  • A direct contact on our broking team, not a general inbox
  • Fast response for clients facing ATO or settlement deadlines
  • Status updates from first call to settlement, with client consent
  • Access to bank, non-bank and private lenders for hard deals

Referral fees

We can pay a referral fee on settled loans where a partner wants one. Many accountants prefer not to take a fee, and that's fine. If you do accept a fee, you're responsible for disclosing it to your client, and registered tax agents should consider their obligations under the Tax Practitioners Board's Code of Professional Conduct. We'll put any fee arrangement in writing.

Ground rules

  • Business-purpose finance only. We don't arrange home loans or personal loans.
  • Only refer clients who have agreed to be contacted.
  • Your client relationship stays yours. We don't offer accounting, tax or advisory services.

Apply to become a partner

Lenders on our panel include

  • Commonwealth Bank
  • NAB
  • ANZ
  • Macquarie Bank
  • Bankwest
  • Pepper Money
  • Liberty
  • La Trobe Financial
  • Resimac
  • Bank of Queensland
  • Arch Finance
  • Moneytech
See the full panel