How to refer to Nexus Partners

Client referrals are simple, and in most cases, should take no more than a few minutes.

As an industry leader in ‘no advice’ referral programs, we’ve used our considerable experience to refine the referral process, so it has minimal impact on your core business, whilst still helping you deliver great client outcomes.

Some key points about the referral process:

• You can refer to a trusted and preferred lender of your choice in your local market.
• You can refer the client to a lender who works at a preferred brand of their choice.
• You can refer to lenders or brands with specialist skills matched to the needs of clients.
• You will be kept informed through all the key stages and be able to track referral outcomes.
• You do not provide the client with credit advice or make product recommendations.
• We can connect you with lenders across Australia to provide fulfillment in all markets.

Referral Management System

Nexus Connect provides a simple and compliant method for referral partners to manage the mortgage needs of their clients. Whilst we understand that mortgages might not be your core business activity, we’ve developed our software to provide both a cost and time effective way for you to make a referral on behalf of your client.

Nexus Connect gives you the ability to make a compliant lending referral for your client, and also receive updates from the lender on the status of your referral. When there is a status update for a client, you will see that in our Nexus Connect portal, also receive a notification via email.

Nexus Connect Referral Management System