For Accountants, Lawyers & Conveyancers

A mortgage partner for
accountants, lawyers & conveyancers.

Protect your reputation. Strengthen client outcomes. Add value without adding overhead.

20–30% Referral Commission Automated Payouts, No Clawbacks Direct Broker Access Weekly Milestone Updates Licensed Credit Representative Wildlife Conservancy Partner
The Problem We Solve

Finance delays don't just frustrate clients.
They damage professional reputations.

Referring a client to the wrong broker doesn't just cost them a deal, it reflects on you. We see the same issues come up again and again:

Clients failing at formal approval after pre-approval
Brokers overpromising on timelines
Complex income files collapsing late
Refinances happening without the advisor's knowledge
Poor lender selection causing unnecessary stress
How We Work

We operate differently from
high-volume mortgage shops.

📋

Realistic Upfront Assessment

We model serviceability before submission and choose lenders strategically, so there are no late surprises.

⏱️

Clear Time Management

We set honest expectations and update both you and the client weekly, not just when something goes wrong.

🚩

Risk Escalation Early

If something may jeopardise approval, we flag it immediately, not at settlement week.

📞

Direct Broker Access

No call centres. No account managers. You deal directly with the broker responsible for the file.

Who We Help

We're particularly strong
with the complex files.

We are especially comfortable with:

Newly self-employed clients
Multiple income streams
PAYG + ABN combinations
Refinances with restructuring
Divorce / separation finance
Tight settlement timelines
Borrowing capacity strategy for upgrades

"If the file needs thinking, we're comfortable there."

How Referrals Work

Five steps from introduction
to payout.

Our process is simple and structured, with nothing for you to chase.

01

You introduce the client

02

We conduct a detailed assessment

03

You receive milestone updates

04

The client settles

05

Referral commission is processed automatically

We operate a structured referral tracking and automated payment system. There is no need to invoice or follow up. Once settlement occurs and lender commission is received, your referral share is processed automatically.

We never approach your clients without your introduction.
We do not cross-sell unrelated services.
Partnership Structure

Full transparency.
Clean structure. No admin burden.

Base
20%
Upfront Commission
Standard rate for every settled referral, from your very first file.
Pro
25%
Upfront Commission
Once $5M is settled on a rolling 6-month basis.
Pro Max
30%
Upfront Commission
Once $10M is settled on a rolling 12-month basis.

Full transparency. Clean structure. No administrative burden.

Our Difference

Every settlement helps protect Australian wildlife.

Echidna Equity donates a portion of our yearly profits to Australian wildlife protection initiatives, with additional contributions on larger settlements funded through our upfront commission, so every file you send us does a little more good.

🐨
FAQs

Questions professionals ask us most.

Do you replace our existing broker?+

No. Many partners use us as a secondary or specialist option for the files that don't fit their usual referral.

Are we responsible for clawbacks?+

No.

How often do we receive updates?+

On every milestone, and more frequently if risk or urgency arises on the file.

Can we trial the partnership?+

Yes. We encourage starting with one or two files to see how we work before referring more broadly.

Lachlan Worthington, Manager at PropertyFox
As a commercial property manager, it's critical for me to work with brokers who are reliable, sharp, and can execute when it matters. Echidna Equity has been exactly that. Lorenzo and Tom are highly responsive, commercially minded, and know how to structure deals properly.
Lachlan Worthington
Manager at PropertyFox

Looking for a reliable finance partner?

If protecting your client experience matters, let's have a short introduction call.


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