Products & platforms

Macquarie Bank Lending Services

Get more from Macquarie

 

Overview

Macquarie Bank Lending Services is a referral-based lending service designed for financial advisers, planners and accountants who do not have their own in-house lending capability but want to provide a high-quality lending offer to their clients.

We operate a simple but effective referral model that enables you to easily and efficiently manage your clients’ borrowing needs, while still maintaining control of your client relationships.

Your clients will have access to Macquarie’s full range of leading mortgage products to ensure that they receive appropriate support for their borrowing needs.

Features

  • Simple, effective referral model - you simply 'spot and refer' lending opportunities¤. Macquarie Bank Lending Services takes care of everything else.
  • No credit licence required¤ ­- as a referrer, you do not need a credit licence. Macquarie Bank Lending Services is authorised to provide credit activities, operating under Macquarie Bank's Australian Credit Licence.
  • You own the client relationship - we keep you up-to-date and informed of what's happening with your clients' applications and most importantly, we always respect your client relationship.

 

Benefits

  • Provide your clients with access to a range of lending products and services
  • Introduce new revenue streams to your practice at no cost to your business
  • Remain in control of your client relationship
  • Receive payment of referral fee

How it works

Five easy steps

  • Simply refer your client with lending needs to Macquarie Bank Lending Services.
  • Our phone-based mortgage lending team will contact your client to discuss their requirements and objectives, and make recommendations accordingly.
  • Your clients can choose from Macquarie’s leading range of mortgage products.
  • Macquarie Bank Lending Services manages the loan application process, keeping you and your client updated throughout the process through to settlement.
  • You’ll be paid your referral fee.

Contact us

To find out how Macquarie Bank Lending Services can assist your practice, contact Nick Beverley on 02 8232 0245 or email nick.beverley@macquarie.com

Contact us

Nick Beverley

Call: 02 8232 0245

Fax: 1800 707 321