You will need to sign a Referral Agreement this will stipulate the Terms and Conditions and the range of Commission. Once this is completed you can then begin to identify a lending opportunity for one of your clients or employees. Then fill out the online application form (or we can email one) on behalf of a potential client or employee. If this seems too difficult just send us an email or phone through with their particulars (Contact Name and Phone Number).
Simply fill out the Online Registration Information or email us your contact details and let us know in your comments that you are referring yourself.
When we receive your clients or individual information we will send you a confirmation via email. We will then forward your clients or individual information onto a Finance Representative in your client’s or your area. In addition, we will also send a confirmation email to the individual referred and let them know that their details were sent to us by you and that a Finance Representative will be in touch with them soon.
At this point we begin to track the loan and make sure the Finance Representative has made contact with your referral and then we follow the process directly with the Representative.
For more detail on the process please let us know and we will email you a complete process flow chart.
Once we receive confirmation that the loan offered has been accepted by your client we will be in contact to advise you when to expect the commission in your account.
At this point we will send you a request for your bank account details so we can directly deposit the referral Commission into your account.