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How our referral system works?
If you are a financial advisor, planner broker or business without the ability to offer reverse mortgages to your clients, let us be of assistance.
Expand your service portfolio and meet the specific needs of your older clients. Upon each successful settlement, your account will be deposited.
Simply enter your details above and see if you are eligible to be a referral partner. Alternatively, please don’t hesitate to contact us. We look forward to having a chat with you.
Rated 4.9 stars on
23:22 28 Nov 23
Seniors First consultant Angela Giokaris help me with my finance , she is extremely professional, very easy to communicate with.Always readily... available to solve any issues oir problems. She goes 100% to make suure you are looked after.Highly reccommend Angelaread more
22:20 24 Nov 23
We are very happy with the care and expertise Palka has shown to us, enabling us to obtain our reverse mortgage. She explained the process very... clearly and she was always contactable. Thank you and we recommend her services to all.read more
05:23 24 Nov 23
We contacted Seniors First when we first thought of taking advantage of a reverse mortgage. The advisor we contacted was open and helpfull and enured... we understood well thd ptos and cons, partularly compounding interest plus the legal requirements fot taking out a loan. Documentation was well designed and accompanying notes very helpful. The advisor/faciliator was very responsive when emailed or phoned. We felt confident and safe.read more
05:49 22 Nov 23
When we first started considering going down a reverse mortgage path we debated the tradeoffs of going direct with one of the lenders offering... reverse mortgages versus going through a broker. We are now very pleased we decided to go the broker route and especially pleased with our good fortune in having Richard as the broker assigned to us by Seniors First to manage our reverse mortgage application process.From the time of our first video conference, Richard gave us a feeling of competence and confidence. Richard answered our questions clearly and in a timely manner when he could and when he did not know the answer at the time, he took an action to get back to us and always followed through. This is the kind of interaction we always respected and tried to emulate during our business careers, so it gave us a feeling we were in good hands with Richard for our reverse mortgage application process.We know our case involved more broker involvement than normal due to several issues related to the valuation process. We appreciate Richard's timely interactions with the lender's team (and advice to us) to get things on a clear track to resolution and completion.We can recommend Richard and Seniors First without hesitation to anyone considering going down the reverse mortgage path.read more
23:48 16 Nov 23
My experience with Palka Kumar at Seniors First has been outstanding. She accompanied me every step of the way with her knowledge, thorough approach... and caring for my circumstances. Always just a phone call away even outside of business hours, she gave me all the support I needed. I highly recommend Palka as a broker for her dedication and professionalism.read more
Daryl Turner (creative)
05:03 06 Nov 23
We recently decided to take out a reverse mortgage and engaged Palka Kumar from Seniors First as a mortgage broker. She is personable,... knowledgeable, attentive, always available to answer questions and give additional support. She made the process of setting a up the mortgage easy and stress free. Palka was absolutely amazing, one of the nicest people I've dealt with in a long time. Extremely happy and I have no hesitation in recommending Palka’s service. She is worth every one of the five stars.Daryl and Cheryl Turnerread more
07:45 31 Oct 23
Our Reverse Mortgage has just been finalized, it was a more involved process than expected, but Bill James explained each step carefully, promptly... answered all our questions and checked each step as we proceeded. We would certainly recommend Bill James and Seniors First.read more
04:06 30 Oct 23
Prompt, excellent service. Reverse Mortgages very well explained, meant we could sign up without any worries or concerns.Definitely recommend... Seniors First for any one interested.Thank you for all your help.read more
Frequently asked questions (FAQs)
Organisations who regularly come into contact people who need a Reverse Mortgage. If your business serves with senior home owners who need to release home equity for cash.
- Mortgage brokers
- Financial planners
- Law firms
- Aged Care facilities
Likewise, if your business sells products or services to the senior's demographic that often require finance to fund the purchase then you may also be suitable:
- Home care providers
- Home builders (for renovation)
- Caravan & auto vendors
No, there is no cost involved in becoming a referral partner. Our referral program is designed to be mutually beneficial, allowing you to earn commissions by referring customers to us without any upfront or ongoing fees.
We believe in fostering a collaborative relationship with our referral partners. Where there’s an opportunity your identify clients who can benefit from our services, upon successful settlement, we pay you a commission. By partnering with us, you can expand your service portfolio and your professional network.
We encourage our referral partners to promote our services through their websites. Promoting our services through your website not only benefits us but also provides an opportunity for you to earn commissions for successful referrals. Please keep in mind the relevant disclaimers you have to provide to your clients.