Partnerships

Partnerships that power progress for accountants

Add funding expertise to your advisory offering—without the admin, risk, or extra headcount.

Partner With Us
Leading Brokerage

Trusted by 55+ firms to deliver smarter lending outcomes.

Award Winning

Recognised for excellence in service, strategy, and results.

Pioneering
Technology

Smart tools that track, optimise, and improve your visibility.

Partnership Focus

A partnership model designed to grow your firm and enhance client outcomes.

55+
Accounting firms trust us,
nation wide.
15 years
Of experience embedding lending partnerships inside accounting firms, and working alongside accountants.
$100k+
In revenue gained with our fully embedded advisory service. Lending becomes a core revenue pillar of your practice.
How it Works

Built for Accountants

We’re not your typical mortgage brokerage - so we’re not looking for typical partners.​

  • Real Outcomes
  • Empower Your Team
  • Plug & Play
Add Lending Expertise (Without the Work)

Seamlessly integrate mortgage advice into your firm—no extra admin, risk, or headcount required.

Deliver More Value to Your Clients

Turn client data into opportunity with proactive lending, structuring, and strategy support.

Ongoing Revenue Stream

Earn recurring revenue through a tiered commission structure aligned to your referrals.

No Client Disruption

We work alongside your existing relationships, enhancing your service without taking over.

Technology That Works For You

Empowering your clients with visibility and control through smart technology + increasing your visibility.

Simple Referral Proces

Easily refer clients with a seamless process designed to save you time and effort.

Interest Rate Tracking

Meet Ratetracker

Monitor your clients rates on autopilot.

  • Free
  • Secure
  • Open Banking
Tracks Interest Rates in Realtime
And alerts them when they’re paying too much or could save $2,000+ per year by refinancing.
1
Breach Triggered
Mortgage Freedom renegotiates the interest rate directly with the lender.

With 40+ bank integrations and growing, it’s a smart,
low-friction way for your firm to deliver more value without lifting a finger.

Partnership Journey

A structured partnership, not just a referral relationship.

We guide you through a clear 6-month integration, embedding systems, training, and support to ensure real results.

Align

Kickoff

Training

Engage

Optimise

Expand

Scale

01

Alignment & Onboarding

Initial partnership call to align goals and confirm how we’ll work together.

02

Kickoff & Set Up

Onboard your team, introduce key contacts, and provide your marketing toolkit.

03

Referral Training

Equip your team with training, scripts, and tools to identify opportunities.

04

Engagement

Build momentum through team events, activations, and ongoing collaboration.

05

Optimisation

Review performance, uncover opportunities, and refine your approach.

06

Expansion

Advance your team’s capability with deeper technical and strategy training.

07

Review & Scale

Review results, celebrate wins, and set clear goals for continued growth.

Testimony

Where Advice, Finds Outcomes.

illumin8
Camtech & Slater
Callaghans

“They’ve helped our clients access funding, grow their businesses, and achieve outcomes they once thought were out of reach.”

Andrew van de Beek, Illumin8

2.5X

Get to "Yes" Faster - Digital end to end onboarding process.

355+

Five-star Google Reviews.

“Anthony actually partners with us and makes finance conversations easier so we can focus on helping our clients reach their goals.”

Kate Slater CEO, Camtech & Slater Financial Group

$4.53m

In interest saved for our clients since 2020, and counting.

15+ years

Of experience embedding lending partnerships inside accounting firms, and working alongside accountants.

“A highly successful partnership that allows us to focus on our core business, while delivering exceptional outcomes for our clients.”

Leong Tang, Callaghans

55+

Accounting firms trust us,
nation wide.

3.5bn+

In loans originated, since 2011.

5.0
356+ Google Reviews

Connect with your Next Mortgage Partner

Book in for a preliminary chat, where we can discuss how our partnership model could work for your business.

Let's Chat Partnerships