Finance referral partners

Who this page is for

We work with finance referral partners, including mortgage brokers, accountants and professional advisers, who want a reliable asset and business finance partner for their clients without losing control of the relationship.

Loan Scenarios supports referral partners by handling asset finance, equipment funding, working capital and related commercial lending scenarios that sit outside residential finance or day-to-day advisory work.

Our role is to assess the scenario, structure the right approach, and manage the finance process end-to-end while keeping you informed and your client relationship respected.

“We are a specialist asset and commercial finance partner for brokers and advisers who want their clients looked after properly without losing control of the relationship.”

The problem we help solve

Referral partners often tell us they face challenges such as:

  • Clients needing asset or business finance that doesn’t fit standard residential lending
  • Time lost navigating lender policy differences and exceptions
  • Uncertainty about which lenders are commercially realistic, not just theoretically available
  • Concern about referring clients to providers who don’t communicate well or respect referral relationships

Our role is to remove this friction so you can refer to us with confidence.

How the partnership works

You introduce the scenario
A brief overview is enough we’ll take it from there.

We assess and structure the solution
We review the client’s position, funding objective and constraints before approaching lenders.

We manage the finance process
From lender selection and application through to approval and settlement.

You stay informed
We provide clear updates at key stages, with as much or as little involvement as you prefer.

.Important: Your client remains your client. We don’t cross-sell residential lending or unrelated services.

What makes Loan Scenarios a good fit for referral partners

Scenario-based assessment
We focus on understanding the full context before matching a lender — not forcing outcomes to fit products.

Commercial lender insight
We work with a broad panel and understand how lenders actually assess risk in real-world scenarios.

Clear communication
Straightforward explanations, realistic expectations, no surprises.

Professional boundaries
We respect referral relationships and operate transparently.

Australia-wide support
We work remotely with clients and partners across Australia.

Who this partnership suits best

We commonly work with:

  • Mortgage brokers
  • Accountants and bookkeeping firms
  • Financial advisers
  • Commercial vendors
  • Vehicle sourcing brokers
  • Business advisers and consultants

If your clients need help funding vehicles, equipment, business growth, cash flow gaps or insurance premiums we can support the finance side while you focus on your core work

Let’s discuss a referral partnership

If you’d like to explore how a referral partnership could work, or discuss a specific client scenario, we’re happy to have an initial conversation.

All referral arrangements operate in line with ASIC, AFCA and aggregator requirements.