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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 licensed 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 a licensed adviser.

What we ask

  • You hold a current licence to give financial advice, operating under a licensed firm
  • 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

Email us with the subject line "Adviser referrals" and tell us a bit about your licensing and the regions you cover.

kyle@summitmortgages.co.nz