ATTENTION: ACCOUNTANTS & FINANCIAL PLANNERS
Transform Your Accounting Practice Into A High-Profit Powerhouse
Even if you don't have time, resources, or experience in running a mortgage broking team.
ATTENTION: ACCOUNTANTS & FINANCIAL PLANNERS
Transform Your Accounting Practice Into A High-Profit Powerhouse
Even if you don't have time, resources, or experience in running a mortgage broking team.
How Elite Accounting Firms Are Building A Saleable Asset Worth 2.5x Their Revenue (Without Extra Staff)
WATCH THIS QUICK 5 MINUTE VIDEO TO SEE HOW WE CAN HELP
The Hidden Cost of External Mortgage Referrals
You've built your accounting practice with dedication and trust.
Each client relationship carefully nurtured, each piece of advice thoughtfully given.
Yet, there's that constant nagging feeling every time you hand over a client's mortgage to an external broker.
Every time you refer a client to an external broker, you're not just losing a commission.
You're:
Risking your client relationships
Missing out on building a valuable asset
Leaving money on the table
Watching referrals go to your competitors
The Hidden Cost of External Mortgage Referrals
You've built your accounting practice with dedication and trust.
Each client relationship carefully nurtured, each piece of advice thoughtfully given.
Yet, there's that constant nagging feeling every time you hand over a client's mortgage to an external broker.
Every time you refer a client to an external broker, you're not just losing a commission.
You're:
Risking your client relationships
Missing out on building a valuable asset
Leaving money on the table
Watching referrals go to your competitors
But here's the harsh reality that keeps you up at night:
Every external referral isn't just a lost commission – it's the first crack in your client's loyalty.
Think about it.
Your best client Sarah, who you've advised for years, is now building a relationship with another financial expert.
She's sharing her dreams, her financial goals, her future plans... with someone else.
And it gets worse.
When Sarah's colleague asks her for a recommendation, who gets mentioned first?
Your firm that handles "just the accounting," or the broker who helped make her property investment dreams come true?
Plug-and-Play Mortgage Division Without The Headaches
As a service provider to accountants , I've watched countless accounting practices struggle with this exact dilemma.
I've seen firms try everything - from loose referral partnerships to expensive attempts at building their own broking divisions.
The frustration, the wasted time, the lost opportunities... it's a path I know all too well.
But here's the good news:
You don't have to choose between keeping your clients close and expanding into mortgages.
You don't have to watch your hard-earned relationships slowly drift away.
You don't have to invest hundreds of thousands in building a mortgage division from scratch.
Imagine instead:
Your clients staying within your ecosystem for ALL their financial needs.
A new revenue stream that practically runs itself.
Building a valuable, saleable asset without the overhead.
Being known as the go-to firm for complete financial solutions.
We've built a proven system that lets you offer mortgage services under your brand, with zero headcount increase and none of the licensing headaches.
The White-Label Mortgage Division: Transform Your Practice Without Transforming Your Operations
Once you plug our mortgage broking team into your practice, you'll never look back. Here's why:
Built For Growth, Not Headaches
Your brand, our expertise. We operate completely under your company name.
No hiring, no training, no compliance nightmares. We handle it all.
Start generating revenue from day one, not months down the line.
Designed For Client Retention
Keep your clients in your ecosystem for all their financial needs
Proactively spot lending opportunities in your existing client base.
Build deeper relationships through comprehensive service offering.
Engineered For Maximum Profit
Turn your existing client database into a gold mine of opportunities.
Generate new revenue streams without increasing overhead.
Build a valuable trail book that increases your practice's sale value.
We specialise in trust investment borrowing structures and know how to secure them thus providing significant value to your clients.
Crafted For Seamless Integration
No disruption to your current operations.
Simple client handover process that takes minutes, not hours.
Regular updates that keep you in control without the day-to-day hassle.
Results From Our Past Clients
Results From Our Past Clients
Any Question? We've Got Answers
Why shouldn't I just set up my own mortgage broking division?
Setting up your own division sounds great on paper, but here's the reality: between hiring costs, licensing fees, training time, and staff retention challenges, most in-house mortgage divisions take 12-18 months just to break even. Our white-label solution lets you start generating revenue immediately, without the $50,000+ setup costs and operational headaches. You get all the benefits of having your own mortgage division, without the risks and delays of building one from scratch.
Why can't I just find a mortgage broking partner?
Finding the right partner is like finding a needle in a haystack. Most brokers lack the business acumen to understand complex self-employed structures. As a former head of credit at a non-bank lender with 12 years of experience, we specialise in complex deals and policy exceptions that other brokers can't handle. Plus, we understand the strategic growth needs of accounting practices – something most individual brokers simply don't get.
I have a mortgage broking arm already, why should I change?
If your current mortgage division is delivering 50-70% profit margins, generating consistent referrals, and requiring minimal management time, then you're one of the lucky few. But if you're like most firms, you're probably dealing with inconsistent service quality, staff turnover, and compliance headaches. Our solution provides instant access to a highly experienced team that specialises in self-employed deals and complex income structures, without the management burden.
We also specialise in trust investment borrowing structures that can be a value addition to your clients.
Why can't you just join my business as a partner?
While partnership might seem attractive, our white-label solution actually offers you more value with less risk. Instead of diluting your ownership and dealing with partnership complexities, you get all the benefits of a full-service mortgage division while maintaining complete control of your business. Our model is specifically designed to help you scale faster and build more value in your existing business rather than creating a new partnership structure.
Eventually when we stabilise and become a good fit we can get into a partnership model.
Got More Questions? Let's Discuss Them On A Free Strategy Call