The home loan Referrer Program
Build sustainable client relationships with a simple home loan introduction.
Trusted partners
Becoming an accredited referrer lets you diversify your business income, while elevating your client service offering.
Once accredited, simply follow the Referrer Guidelines (PDF 192KB), submit your client’s name and number on the simple Online Referral Form, and we’ll do the rest.
Your client’s experience
- One dedicated Lending Manager, who’ll support them through to settlement.
- Fixed and variable interest rates, for Owner Occupiers and Investors who are buying or refinancing.
- Our full suite of home loans, including packages and offset.
- Continued support with any future banking needs.
Your experience
- No cost to join our Referral Program or to be accredited.
- Simple Online Referral Form.
- One dedicated Business Development Manager who'll support you.
- Added value that helps deepen your client relationships.
Eligible professions
To join the Referrer Program, you must currently operate and be formally qualified in one of the following industries:
- Accountant
- Bookkeeper
- Conveyancer
- Lawyer
- Solicitor
- Real estate agent
How the program works
Individuals and company Directors formally qualified in one of the above professions can join the Referrer Program.
You’ll just need to confirm that:
- you don’t hold a current mortgage broker accreditation
- you're part of a professionally recognised body
- you've been operating in the industry for over 12 months
- you have a registered business address
- if you're the Director, you hold the company’s ABN and are registered for GST
- you must have a registered company website.
How to refer a client
Identify
Identify an opportunity to refer your client to St.George.
Permission
After seeking permission to pass on your client’s contact details, complete the digital online Referrer Form accessed via Referrer Hub.
Appointment
After consent is received, a dedicated St.George Lender will contact your client within one business day to arrange an appointment.
Solutions
During the appointment, our St.George Lender will look at your client’s banking and lending requirements, offering possible solutions to meet their requirements and objectives.
Updates
You’ll be able to see updates in the Referrer Hub. Your St.George Lender will also keep your client informed throughout their journey and provide you with general status updates.
Commission
Once your client’s loan is approved and settled, the commission payment will be made on the 22nd day of the following month. Your monthly commission statement will show payments made for each settled loan.
We’ll continue to support your client with any future banking needs.
Important information
Our Privacy Statement provides important information about how we collect and handle your personal information, including the purposes for which we collect and use your information and the types of organisations we share it with (some of which are located outside of Australia). It also explains how you can access and correct the personal information we hold about you, and how you can make a complaint about our handling of your personal information. You can also refer to the Privacy Notice (PDF 151KB) for more information.
If any of the information related to (or provided by) Westpac Group that you rely on is printed, downloaded or stored in any manner on your systems, files or otherwise, please ensure that you update your systems and files with the most up-to-date information provided by us and rely only on such updated information.