Working closely with advisers for the best lending outcomes
No more chasing bankers and brokers and wasting time explaining your strategies. We look after your clients and keep you informed along the way.
Integrate provide direct Finance consulting and Brokerage services to advised clients. They will benefit from a collegiate approach to financing advice to their valued clients with a particular focus on ensuring the finance is undertaken with the adviser’s guidance and in line with the clients’ financial plan.
We specialise in securing finance for people with complex situations. We take on the hard work in dealing with the banks for you to ensure you get the best outcome possible with the minimum amount of work and hassle on your end.
The Integrate Finance difference
Advisers will be noted as the key contact for future client interactions so that any proactive client contact can be relayed back to the adviser office for review within the context of the client plan.
All adviser client review dates will be noted and the adviser will receive:
Timely updates and changes
A timely update on the client’s lending position and any recommended finance changes for use in your review.
Rate review request
A rate review request with existing lenders to ensure that the client is on the optimal rate with the lenders they use compared to the wider market.
Protection of client relationship
The client will always be referred back to you for any matters outside of our lending advice.
Potential revenue uplift
Potential revenue uplift opportunities available to your practice.