The role of brokers is evolving beyond securing home loans; it's about understanding your clients' diverse financial needs and providing the right solutions. Partner Connect makes it easier than ever to offer your clients a wide range of products, from asset and commercial finance to health and life insurance, helping you build stronger relationships and new revenue streams.

Benefits of being a Partner Connect member

As a Partner Connect member, you can refer your customers for a great range of financial products, enhancing loyalty and generating additional income. Plus, if your customer returns to a Partner Connect partner for a new product or to refinance, you'll receive a referral fee as the original referrer.

How to join Partner Connect

Joining Partner Connect is a simple two-step process:

1. Sign-up: visit the sign-up page and complete the form. Only the brokerage owner or Master Agent can sign up.
2. Get accredited: after completing the form, a new screen will load with a link to the accreditations page in Learn. Complete each partner's short accreditation course to start referring deals.

How to refer to Broli

Broli provides a range of products that can assist your clients, from getting a new car to taking out a personal loan. You can view their full range of products on their website.

To refer:

1. Identify a customer to refer.
2. Complete the referral form in the Broli referral portal.

Once a referral has been submitted through the Broli referral portal, your customer will be contacted within 4 hours by a Broli broker to confirm the next steps and an SMS will be sent to you to informing you your customer has been contacted.

One Partner Connect member earned $52,000 in commissions from 48 loans settled over 24 months through Broli referrals.

Commission

You get paid 40% of the commission generated on the deal. This is split as per the normal residential commission profile, with no clip taken by AFG.

Your commission is paid to AFG in the first week of the next month, and AFG pays you the following week as part of the normal commission run.

How to refer to Marketplace Finance

Marketplace Finance provides a range of commercial finance solutions. You can learn more about the products they offer on their website.

To refer:

1. Identify a customer to refer.
2. Fill out the scenario submission form in the Marketplace Finance portal.

A Marketplace Finance commercial broker will contact your customer within four business hours to confirm the next steps and required information.

Commission

Depending on the type of deal, you are paid a different commission; you are charged 1% upfront across the commission and success fee on all deals.

For on-panel deals:

• You are paid 40% upfront, and then 30% is paid as a trail commission to you in the normal cycle.
• Plus, you are paid 40% of the success fee.

For off-panel deals:

• You are paid 40% of the success fee.

Your commission is paid to AFG in the first week of the next month, and AFG pays you the following week as part of the normal commission run.

How to refer to AIA Financial Wellbeing

AIA Financial Wellbeing provides your customers with health and life insurance. You can learn more about their offering through their resource hub.

To refer:

1. Identify a customer to refer.
2. Complete the referral form found in the resource hub.

Once you've submitted a referral, your customer will receive a call within 24 hours, during which they will speak with a General Advice Consultant.

On average, a broker who refers their customer for a health insurance review with a successful sale receives $400 in referral fees. A broker who refers their customer for life insurance and the customer obtains it receives, on average, $800 in referral fees.

Commission

You get paid a different commission depending on what policy your client chooses:

• You are paid 30% if your customer purchases an AIA priority protection life policy.
• You are paid 20% if your customer purchases another product provider's life insurance policy
• You are paid 30% if your customer purchases an AIA health insurance policy.
• You are paid a flat $100 payment Personal advice fee¹.

Your commission is paid to AFG in the first week of the next month, and AFG pays you the following week as part of the normal commission run.

¹in addition to above life insurance and/or health insurance referral payments.