Accountant referral partnership
Your client gets expert mortgage advice from a broker who respects your relationship. You earn ongoing commission for the life of the loan — with no extra workload on your team.
Completely invested.
20+ years in mortgage broking and lending
60+ lender panel
Boutique in size, unbounded in resources
A trusted partner for accounting and advisory firms nationwide
National Lending Group is an established mortgage broking group that has been operating for more than two decades, built on a "Completely Invested" philosophy — genuine partnership rather than a transactional referral arrangement. We work alongside accounting and advisory firms as an extension of their team, not a competitor for their client relationships.
The partnership
Introduce your client when a home loan or refinance comes up — a name and a number is enough.
An NLG broker manages the entire process, keeps you informed, and never oversteps into your advisory relationship with the client.
Receive an ongoing referral commission for the life of the loan — not just at settlement.
Commission
Upfront commission
30%
of the broker's upfront commission
Trail commission
30%
of the broker's ongoing trail commission
This is our starting position — commission splits can be negotiated based on referral volume. The more clients you send, the more we can discuss a structure that reflects that.
Final commission terms are confirmed in your referral agreement.
The simple principles that keep this partnership working for everyone.
We collaborate closely with you to ensure we are clear about what your clients want, and how you would like them handled.
We have a referral partner portal where you will see your client files live, and be able to track them step by step.
We make sure we pay commissions on time and accurately, and that you receive an RCTI each month.
When we are able and when it is appropriate, we will refer clients back to you.
Resource
Everything in one PDF: the commission structure, our golden rules, FAQs, and exactly how referrals are handled from introduction to settlement.
Download the PDFBook a 15-minute call to walk through how the referral partnership works for your firm.