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summitmortgages

For advisers

Receive referrals from Summit Mortgages

We're a referral point for people who need a mortgage adviser. If you're a mortgage adviser with capacity to take on new clients, we'd like to hear from you.

What we send

Warm, consented introductions. Each person has already told us what they need, their region and their general timeframe, and has agreed for their details to be passed on to trusted advisers and lenders.

What we ask

  • You're set up to give mortgage advice to clients in New Zealand
  • You give the person your own disclosure before you go ahead
  • You let us know the outcome of each referral, so we can keep our matching accurate

How the referral fee works

Any referral fee is agreed with you in writing before your first referral, so there are no surprises on either side.

Get in touch

Keen to receive referrals? Pop your details in below and let us know a bit about your firm and the regions you cover. We'll get back to you once we've had a look.

If you came from one of our ads, we also note which ad or campaign brought you here so we can measure our advertising, and we don't pass it on to the brokers and lenders we refer you to.