Lending for Advisers
Our Lending as a Service (LaaS) solution has been designed to help financial advice firms, like yours, build a compliant lending business, to help your clients get the best advice on all their lending needs and save thousands of dollars annually in the interest they pay on their mortgages and other loan types.
|Years since loan was established
|| 3 to 5 years
||5 to 10 years
|| Over 10 years
|Interest above market
|Potential annual savings:
| $500,000 loan balance
| $750,000 loan balance
| $1,000,000 loan balance
How we make it easier for you
We provide a dedicated lending specialist: Your Lending Specialist’s role is to help you, the adviser, to establish and grow your lending business.
We process a wide range of loans: We process Residential, Commercial, Small Business Finance, Car Loans and Equipment Finance for business such as truck, yellow goods, machinery, etc.
Cloud-based digital lending platform and CRM system: You have full access to our cloud-based digital lending platform and CRM system where we manage your clients and lending applications.
Best Interest Duty and Responsible Lending Obligation: Your Lending Specialist operates under a Best Interest Duty and Responsible Lending Obligation, two key client care benefits that contributes towards a great client outcome. This is something banks have no obligation to follow or can guarantee to a client applying directly to a bank.
Competitive and broad lending panel: With over 60 providers in our lending panel, we offer highly competitive pricing options from a broad range of quality providers.
Online Digital application: We also include an online digital application that links to your CRM which is easily accessible by your clients and helps them understand the best lenders that suit their needs. Check it out at: techsolutions.cpal.com.au/lending-solutions
Australian Credit Licence: Subject to meeting our due diligence process, Centrepoint Alliance’s Lending division will provide you with an authority to operate under our Australian Credit Licence.
Marketing services and infrastructure: This includes presentation templates, pre-built email marketing campaigns to generate leads and conversion, and a lending microsite that can be incorporated into your own website.
Full marketing training and support: Our Lending Specialists will also provide you and your team with all the required training and help you to market the service to your clients.