Accountants: refer clients to a finance partner and add real value
Your clients ask you about vehicle and equipment finance all the time. Here is how referring them to a trusted finance partner adds value, keeps them close, and can earn referral income.
Your clients trust you with the numbers, so they ask you the money questions too. Should I finance the new work ute or pay cash? What is the smart way to fund the equipment upgrade before year end? Who should I actually talk to?
Having a finance partner you can confidently point them to turns those moments into value for your client and, if you want it, a referral income stream for your practice.
Why clients want a referral from you
Business owners are time poor and wary of being sold to. A recommendation from their accountant carries more weight than any ad. When you can say "talk to these people, they compare across 70+ lenders and they will look after you," you solve a real problem for the client and reinforce that you are the person who handles their whole financial picture.
What the partnership actually involves
Very little on your side. You refer the client through a simple link, and Loanseekers specialists take it from there: comparing lenders, structuring the finance, and managing the application to settlement.
- You do not give credit advice or take on any credit licensing. The regulated work is handled through the Ausloans network.
- Your client is matched across 70+ lenders rather than pushed to one bank.
- You stay in the loop as their trusted adviser without doing the legwork.
It fits the conversations you already have
Vehicle finance, equipment and asset finance, chattel mortgages, and funding purchases before the end of the financial year all come up in your client work. A finance partner means you can answer "who do I see about this" instead of leaving the client to work it out alone.
Free to join, and optional referral income
Joining costs nothing and there is no lock-in. Depending on your arrangement there can also be a referral income stream on settled finance, so a service that helps your clients can also support your practice. Our team can walk you through how that works.
Ready to offer finance?
Joining is free, there is no lock-in, and you do not need your own credit licence. We set you up with your own finance link and our specialists handle every application. Become a Loanseekers partner and start turning more enquiries into sales.
Frequently asked questions
No. You simply refer the client through your link. Loanseekers handles the regulated credit work through the Ausloans network, so you do not give credit advice or take on any credit licensing.
Ready to check your finance options?
Compare options through 70+ lenders. Fast online enquiry, no obligation, no impact on your credit score to enquire.
This article is general information only and is not personal or financial advice; we have not considered your objectives, financial situation or needs. Loanseekers is a broker, not a lender, and may receive commission from lenders on our panel. Approval is subject to lender criteria. See our Credit Guide.