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MORTGAGE BROKER - REFERRAL PARTNERS

Send your client.
Keep their trust.

We give your clients straight forward mortgage advice, keep them informed and respect the relationship you've worked hard to build.

★ 5.0 rating

70 Google reviews

13+ years

Broking experience

50+

Lenders

Australia-wide

Online appointments

WHO WE WORK WITH

A lending partner for your clients.

The Finance Architect is a mortgage broker working alongside professionals whose clients occasionally need clear, considered lending guidance.

Accountants
Financial advisors
Buyers agents
Real estate agents
Conveyancers & solicitors
Property professionals

When a lending conversation may help

Buying a first home
Planning a home upgrade
Reviewing or refinancing
Buying an investment property
Understanding borrowing options

Dale’s role remains focused on mortgage broking and lending strategy, working alongside the client’s existing professional advisers where appropriate.

Dale Wilkinson, mortgage broker at The Finance Architect

THE FINANCE ARCHITECT DIFFERENCE

Your relationship stays yours.

When you introduce a client, Dale works alongside the professional relationship you’ve already built - not around it.

Clear communication

Practical explanations, clear next steps and regular updates throughout the process.

Respect for your relationship

Dale works alongside the client’s existing adviser or professional relationship - not around it.

Clear professional boundaries

Mortgage broking and lending strategy stays within Dale’s role, while legal, tax and financial advice remains with the relevant qualified professional.

No unnecessary pressure

Clients are given space to understand their position and decide whether they are ready to proceed.

HOW REFERRALS WORK

Simple for you. Clear for your client.

01

Introduce

Connect Dale and your client with their knowledge and consent.

02

Understand

Dale speaks with them about their goals, timing and lending position.

03

Assess

Where appropriate, their circumstances and lending options are explored.

04

Keep you informed

Relevant updates are shared at agreed stages.

PARTNER INTRODUCTION

Start with a conversation.

If you’d like to understand how Dale works with referred clients, book a short introduction call.

What to expect

A short conversation with Dale
Discuss how referrals and communication work
No obligation to refer or proceed