Partner with us:
Trusted Brokers
The trusted referral partner for accounting firms looking for seamless financial solutions.
More value while boosting your revenue potential?
Look no further!
By partnering with us, you can offer your clients competitive mortgage rates and streamlined processes, simplifying their financial journey. We become an extension of your team, dedicated to delivering superior results and client satisfaction.
Why Partner With Teca
Experience & Expertise
Our consistent success is a testament to the trustworthiness and reliability of our services. Teca’s team of mortgage professionals has a deep understanding of the market, allowing us to provide tailored solutions that truly meet the diverse needs of your clients.
Customized
Client Solutions
We understand that each client has unique financial situations and goals. Our ability to tailor mortgage packages to match those specific needs ensures that your clients receive the best possible service.
Join The Teca Community
Referral Partner Benefits
Community
Dedicated Account Manager
Each referral partneris assigned a dedicated broker, ready to assist your firm with any questions or concerns, ensuring a personalised and smooth experience.
Process
Streamlined Mortgage Processes
Efficient and simplified mortgage processes, reducing paperwork and hassles. This ensures a smoother home-buying experience and enhances client satisfaction.
Growth
One-Stop-Shop Finance Suite
When clients don’t have to shop around visiting different financial professionals, they are likely to stick with your firm, benefitting you with customer loyalty.
Advantage
Competitive Mortgage Options
Gain access to our vast mortgage panel, competetive rates and offers, allowing you to provide your clients with highly beneficial financing options.
How it Works
The Referral Process
Initial Contact
Start the process by reaching out to us. You can contact our team via email, phone, or through our website. We’ll promptly respond to schedule an introductory discussion.
Needs Assessment
During our initial conversation, we’ll assess your accounting firm’s specific needs, goals, and the types of clients you serve. Understanding your requirements allows our partnership to thrive.
Agreement
After identifying how we can collaborate effectively, we’ll draft a partnership agreement outlining the terms, responsibilities, and benefits. We will also define commission arrangements.
Onboarding
Once the partnership agreement is in place, we’ll provide training and onboarding materials to familiarize your team with our mortgage solutions, processes, and resources.
Client Referral
As our partner, you can start referring your clients to us when they require mortgage services. You can do this through our agreed upon communication channel, and we’ll take it from there.
Communication
We maintain open and transparent communication with you throughout the partnership. You’ll receive regular updates on the progress of client applications and transactions.
Optimization
Periodically, we’ll review our partnership’s performance and discuss how we can optimize our collaboration further. This ensures that the partnership continues to be beneficial for your firm and your clients.
Ongoing Support
Your dedicated broker account manager remains available to address any questions or concerns, making sure that your partnership experience is smooth and productive.
Diversify your business today
Have questions or need assistance? Contact our dedicated partnership team.
Referral Enquiry Form
TECA FINANCE PTY LTD 550851 is a CR of National Lending Group Pty Ltd ACL 412778