#1 Mortgage Partner for Advisory Accountants
Add funding expertise to your advisory offering—without the admin, risk, or extra headcount.
Let's Talk Partnerships
Stephanie Carello
Senior Mortgage Consultant
Add funding expertise to your advisory offering—without the admin, risk, or extra headcount.
Our Partners
We’re not your typical mortgage brokerage- so we’re not looking for typical partners. We’re a national firm, partnering with progressive accounting practices that think beyond compliance. If you’re the kind of firm that does things differently, we’re here to complement that edge—bringing the same fresh thinking to lending and finance.
"We use My Mortgage Freedom to assist our Financial Planning and Accounting clients. We felt using an external firm allows us to focus on our core business and utilise their specialty in all aspects of finance. Our relationship has grown over time, and is a very successful partnership. Client feedback is always positive and we really enjoy working together, and most importantly, our clients have benefitted tremendously from their services.
The ongoing market updates provided to our team ensure we are kept up to date with market trends, and client updates provide comfort knowing our clients are being looked after."
Leong Tang - Partner - Callaghans
Add an advisory stream with no extra hires or overhead.
Give clients proactive lending support at key life stages- from buying their first home to scaling a business.
We developed RateTracker - A set-and-forget rate monitoring product, which helps your client automcatially get the best deal with zero admin for your team.
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• Revenue Share – Ongoing commission structure based on your partnership tier.
• Marketing Toolkit – Access to co-branded social tiles, brochures, email templates, client-facing PDFs, and seasonal campaigns.
• Dedicated Broker – Your own dedicated broker to support your team and referred clients directly.
• CPD Training & Certification – Practical education with optional certification and digital badges for your website.
• Partner Portal (Beta) – Central hub for marketing assets, referral insights, event info, and shared resources.
• Invites to Events & Webinars – Opportunities to co-host education sessions and attend events with our network of industry specialists.
• Access to RateTracker – Let clients track their home loan rate and request reviews—no admin required from your team.
• Path to Gold Campaigns – Referral incentives, contests, and “fast track” upgrades to boost engagement.
• Business Growth Support – Joint events, sponsorships, and brand-building initiatives to help grow your visibility and advisory impact.
Meet RateTracker — your clients’ mortgage watchdog.
Created by My Mortgage Freedom to stop Australians being silently overcharged by their banks, RateTracker is the first direct-to-customer interest rate monitoring service in the country.
It’s free, secure, and powered by Open Banking. Once connected, it tracks your clients’ home loan interest rate in real-time—and alerts them the moment they’re paying too much or could save $2,000+ per year by refinancing.
When a ‘Rate Breach’ is triggered, our team steps in to renegotiate the rate directly with the lender—no effort required from the client.
With 40+ bank integrations and growing, it’s a smart, low-friction way for your firm to deliver more value without lifting a finger.
The Partnership Journey
• Discovery & Qualification – We assess mutual fit to ensure alignment on values, client base, and commercial opportunity.
• Onboarding & Activation – Fast-tracked setup, with access to co-branded referral assets, a custom landing page, and team introductions.
• Partner Training – CPD-accredited training sessions covering lending fundamentals, referral triggers, and client conversation frameworks.
• Referral Enablement – Email templates, referral checklists, client profiling tools, and marketing content—all ready to use.
• Regular Check-ins & Reporting – Strategy sessions on a timeline that suits you, plus referral performance reporting.
• Tier Progression Pathway – Bronze ➡️ Silver ➡️ Gold tiers, based on volume—with increasing benefits and commissions as you progress!
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