Why partner with AT Brokers
- Client-first standards that reflect well on you
- Proactive milestone updates (with client consent)
- Partner recognition for eligible settled referrals, documented in writing if desired
A premium handover that feels effortless for you and exceptional for your clients.
Referrals work when the client experience is consistent, clear, and professionally managed. That’s what we deliver.
AT Brokers is built for high‑trust relationships. We treat every referral like a reflection of your reputation—because it is. Our process is structured and disciplined behind the scenes, but calm and simple for the client.
We aim to respond promptly, set clear next steps, and keep the process moving without your client needing to chase anyone.
Professionals who value clarity, accountability, and long‑term client outcomes.
Accountants & Bookkeepers
Your clients want clarity and clean structure. We help them compare suitable options and move forward confidently—while respecting your role in tax and accounting advice. With client consent, we can coordinate efficiently so the client’s financial position, documentation, and timing stay aligned.
Real Estate Agents & Buyer’s Agents
Deals move faster when buyers feel confident. We support pre‑approval planning, clear borrowing guidance, and calm execution through to settlement. With consent, we provide milestone updates so you’re never guessing where things are at.
Conveyancers & Solicitors
A smoother settlement begins with better coordination. We keep documentation organised, conditions clear, and timelines realistic. With consent, we communicate professionally and early—reducing surprises and last‑minute friction.
Builders, Dealerships & Business Networks
When timelines matter, structure matters. We support construction pathways, vehicle finance, equipment & machinery finance, and business lending options—explained clearly and progressed efficiently so your client experiences a premium, well‑managed process.
Designed to make you look exceptional.
Our partner program is built around three things: protecting your reputation, giving your client a premium experience, and keeping communication clean and professional.
Clean handover and fast triage
We make it easy to refer and easy for your client to take the next step. Clear intake, clear document checklist, and a structured pathway from first contact to outcome.
Proactive milestone updates
With your client’s consent, we’ll keep you updated at key stages (contact made, strategy confirmed, submitted, approved, settled). No chasing. No uncertainty.
Partner-ready resources
We can provide simple client-ready guides and checklists you can share—so your clients understand the process and feel confident before they even enquire.
Partner Agreement & recognition
For professional partners, we can put a written Partner Agreement in place to ensure full clarity and transparency. This can include communication standards, privacy/consent expectations, the referral process, and partner recognition for eligible settled referrals.
Recognition may be provided as a thank‑you gift or an agreed referral fee arrangement (where permitted). Any arrangement is documented clearly, including eligibility criteria and timing, so you can refer with confidence and certainty.
High‑trust partnerships, done properly
Choose a partnership pathway
Partner FAQs in plain English
If you’re unsure what to do next, that’s normal. These FAQs answer the most common questions we hear from home buyers, refinancers, and investors. If you want an exact answer for your situation, book a free call and we’ll map your next step clearly.
Do you offer a referral thank you gift or fee arrangement?
Yes. For eligible referrals that proceed to settlement, we can provide partner recognition as a thank you gift or an agreed referral fee arrangement (where permitted). Details are confirmed upfront and can be documented in a written Partner Agreement for clarity.
Can we put the arrangement in writing?
Absolutely. We can provide a Partner Agreement that sets out service standards, referral workflow, privacy/consent expectations, communication cadence, and partner recognition terms (including eligibility and timing). This ensures transparency and professionalism for everyone involved.
Will clients be informed about referral arrangements?
Where required, we disclose relevant referral arrangements and any benefits in a clear and professional way, before a client proceeds. We remain committed to client first recommendations and transparent communication.
Will I receive updates on my referral?
Yes—where the client has provided consent. We can provide milestone updates such as contact made, strategy confirmed, submitted, approved, and settled.
What types of clients can I refer?
Clients who need guidance with home loans, refinancing, investment lending, business finance, vehicle/equipment finance, and car buying support. If you’re unsure, send the referral and we’ll triage quickly.