Referral Partnerships with Brokify
Build Trust. Expand Reach. Earn More.
At Brokify, we believe great service is built on great partnerships. Our Referral Partnership Program empowers aligned professionals to add value to their clients while creating an additional revenue stream—without needing to be a mortgage expert.
We work hand-in-hand with trusted industry professionals who want to provide a seamless client experience while earning rewards for their recommendations.
Why Refer to Brokify?
We don’t just handle referrals—we cultivate relationships. Our team offers the same high-touch service to your clients as you would, while keeping you in the loop every step of the way.
Benefits for You:
20% commission on every successful client referral
Co-branded marketing and partnership support
Transparent communication throughout the process
Confidence your clients are in expert hands
Long-term relationship, not one-off transactions
New
Access to a team that simplifies finance and speaks their language
Solutions tailored to their life stage, income, and property goals
Guidance from application to settlement (and beyond)
No pushy sales—just honest, strategic advice
Industries We Partner With
Conveyancing
Buying or selling property involves multiple moving parts. As a conveyancer, your clients rely on your precision and they deserve a finance partner that operates at the same standard.
Brokify complements your service by offering end-to-end loan guidance that keeps your timeline intact.
Why it works:
• Seamless communication between broker and conveyancer
• Reduced errors and delays at settlement
• Better coordination = happier clients
Buyer’s Agency
You help clients find the right property. We help them fund it.
By referring clients to Brokify, buyer’s agents can ensure their buyers are financially prepared, pre-approved, and aligned with a loan structure that supports their purchasing strategy.
Why it works:
• Faster finance approvals for stronger offers
• Strategic loan structuring for investors and homeowner
• Collaborative approach to achieving client goals
Real Estate Agency
As a real estate agent, you want to close deals smoothly and quickly. Brokify ensures your buyers are qualified, pre-assessed, and supported throughout the finance journey—reducing fallout and speeding up sales.
Why it works:
• Keeps buyers motivated and ready
• Support for conditional finance hurdles
• Joint marketing opportunities and co-branded campaigns
Accounting
Your clients trust you to manage their money. Why not extend that trust to Brokify for their lending needs? We understand how to structure loans around self-employed income, trusts, and complex tax situations.
Why it works:
• Lending solutions that match financial structures
• Tax-efficient finance strategies
• Seamless integration with your existing advice
Financial Planning
Your clients’ wealth strategies often involve property or finance.
By partnering with Brokify, you add a trusted lending expert to your advisory circle—ensuring every piece of your client’s plan is aligned.
Why it works:
• Property and finance aligned with long-term goals
• SMSF lending expertise
• Holistic support that protects your financial plan
Insurance Broking
Your clients trust you to manage their money. Why not extend that trust to Brokify for their lending needs? We understand how to structure loans around self-employed income, trusts, and complex tax situations.
Why it works:
• Lending solutions that match financial structures
• Tax-efficient finance strategies
• Seamless integration with your existing advice
COMPANY
CUSTOMER HUB
BROKER HUB
PARTNER HUB
COLTO 2 Trust trading as BROKIFY PTY LTD & Shaun Lee are authorised representatives of Finsure Finance and Insurance Pty Ltd
ABN 72 068 153 926 under Australian Credit Licence Number 384704. | Australian Credit Representative Numbers for 568014 & 568015
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