Partnerships
Finance that helps you close the sale
We build close, reciprocal relationships with dealers, suppliers, accountants and advisers. Your customer gets a real specialist; you get funded sales and visibility over every deal.
65+
Lenders on panel
Consumer + commercial
Both sides covered
A dedicated professional
Not a call centre
What partners get
Support built around your sales process
- Access to a 65+ lender panel
- A dedicated finance specialist for your business
- Consumer and commercial solutions under one roof
- Specialist lender options for harder deals
- Real-time communication, not ticket queues
- Application tracking and status visibility
- Fast turnaround on quotes and approvals
- Finance calculators for your team and customers
- Co-branded finance solutions
- Website integrations and lead capture
- Ongoing partner support and training
- Additional revenue opportunities where applicable
- Better customer retention through funded sales
- Ability to support customers outside standard lender policy
Technology
Visibility from referral to settlement
Your team should never have to chase us for an update.
Referral dashboard
A single view of every deal you have sent through, with the detail your team needs.
Live application tracking
See where each application sits — submitted, assessing, approved, docs out, settled.
Status notifications
Updates as deals progress so your sales team isn't chasing us for an answer.
Settlement tracking
Know exactly when a deal settles so you can release the asset with confidence.
Pipeline visibility
Understand what's coming and forecast funded sales for the month.
Reporting
Volume, conversion and settlement reporting for your business.
Calculator integrations
Repayment tools you can put in front of customers on your own website.
Website lead capture
Finance enquiry forms that feed straight to your dedicated specialist.
Who we partner with
If you sell it, we can fund it
Becoming a referral partner
Onboarding takes one short form
Everything is handled online. Once you're set up you get portal access, referral submission and visibility over every deal you introduce.
Complete the onboarding form
A short online form captures what we need to set you up as a referral partner, issue portal access and hold your payment details on file for settled referrals.
Tell us the basics
Full name, mobile, email, ABN, whether the ABN is GST registered, and the bank account nominated for referral commission payments on settled referrals.
We set you up internally
Once the form is submitted, your details are entered into our system and your referrer profile is created.
Login details issued
An automated invitation email is sent with your login details and instructions for the referrer dashboard. Please allow 24 to 48 hours, and check your junk folder.
The referrer portal
Submit a referral in under two minutes
The portal is where you send new opportunities and watch them move — no chasing, no guessing where a deal sits.
Submit new referrals
Use 'Add New Lead' in the dashboard, choose consumer or commercial, then enter the client's name, contact details, purpose, amount and any notes that will help us.
Consumer or commercial
Consumer where the client applies in their personal name — typically PAYG borrowers. Commercial where they apply through their business under an ABN for business purposes.
Confirm submission
New referrals appear immediately under the 'Open' tab, so you can confirm the deal has landed with us without ringing to check.
Track live applications
The Open tab shows the date added, client name, purpose, amount requested, current status and the latest broker note on every in-flight referral.
Status updates as it moves
Statuses and notes update as the application progresses, so your team can stay informed at every stage rather than chasing us for an answer.
Notes that help us help them
Best time to contact, background on what the client is trying to do, and any relevant circumstances or preferences — it all shortens the first conversation.
What your client experiences
What generally happens after you refer
- An initial phone call from our team
- Collection of their personal information
- A privacy consent form to sign
- A document upload request — commonly licence front and back, proof of income such as payslips, and a bank statements link for transaction history
- Assessment and submission to the lender we consider most suitable for their circumstances
Requirements vary by applicant, asset, amount, product and lender. All finance is subject to lender assessment, eligibility criteria, terms and conditions. Rates and fees depend on individual circumstances.
Commercials & support
How the arrangement works
Paid on settled referrals
Referral commissions are paid on referrals that successfully settle. Your nominated bank account and GST registration status are captured at onboarding so payments can be made accurately.
No volume commitments
Send one deal a year or one a week. There is no target, no exclusivity requirement and no cost to hold referral partner access.
Your client stays your client
We work to the level of visibility you prefer and hand the relationship straight back. The referral partner remains attributed to every opportunity they introduce.
A dedicated professional
You deal with a real person who knows your business and your customers — not a call centre queue or a shared inbox.
- Onboarding help if anything in the form or portal setup is unclear
- Guidance on which deals are worth sending and what information helps most
- Direct phone and email access to the team, not a ticket queue
- Finance calculators and enquiry forms you can put in front of customers
- Co-branded finance material and website lead capture where appropriate
- Honest feedback where a deal is unlikely to be placeable
Where it can lead
From referring deals to writing them yourself
Plenty of partners start by referring and later decide they want to originate. Sub-origination is the next step, and it uses the same lender panel and infrastructure.
Start as a referral partner
Introduce clients, get paid on settled referrals and keep your visibility through the portal. We do all of the origination work.
See how the finance side works
Watching deals move through the portal is the fastest way to understand lender expectations, documentation and how transactions are actually structured.
Move to sub-origination when it makes sense
If referral volume grows, or you would rather write the finance yourself, sub-origination lets you originate under the Finsterl brand or your own — using our lender access, CRM, compliance framework and support.
Become a partner
Let's talk about your customers
Tell us about your business and the assets you sell, and we'll set up a partnership that fits how you work.
Already sending deals elsewhere?
We're happy to run a side-by-side on a live deal so you can see the difference in service and options.