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Home, investment and commercial loans
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1,000+ clients helpedShehan’s story →
A mortgage broker partnership built around your existing business.
Who it's for: Established brokers with a client book, good compliance habits and a service-first approach.
Apply to partnerElephant Advisory's broker partnership is for established mortgage brokers who want to grow with Elephant's brand, accounting and advisory team, and client journey behind them. You keep doing what you're good at, lending and client care, with warmer referrals and better context on each client's numbers.
What the partnership gives you
Trust before the first call
Clients meet the Elephant brand, content and reviews before they speak to you.
Accountants in the room
Work alongside accountants who understand business owners, self-employed borrowers and property investors.
A repeatable referral path
A clear route from accounting and advisory conversations into finance, so good clients aren't lost between advisers.
Better-informed lending
See the numbers and structure behind each application, which matters most for self-employed clients.
A client journey that holds together
Shared standards for handovers, updates and follow-up.
Long-term partnership
We're after partners for years, not one-off referral swaps.
Is it a fit?
- You already write loans and look after your clients well.
- You want growth that doesn't depend only on cold leads.
- You're comfortable working to shared client service standards.
How to start
The partners you'd build with
Shehan WijayasingheFounder & Managing Director
Gavin HepponstallDirector & Head of Finance
Sam DraperDirector & Head of Accounting
Oz KarabadjakDirector of Accounting
Marissa MoroDirector & Head of Bookkeeping
Mia BurgessDirector & Head of DigitalOther ways to partner
Mortgage broker pathway
For newer brokers who want mentoring, a proven client process and credibility while they build a track record.
See the details Specialist operatorsProfessional services division
For legal, insurance, HR and other specialists who want to build a new Elephant division, not just swap referrals.
See the detailsQuestions partners ask
How does a mortgage broker partnership with Elephant work?
You work with Elephant's accounting, bookkeeping and advisory team and our client journey, so clients who need finance reach you with context already in place. How referrals, branding and commission work is agreed in writing before you start.
Do I need my own credit licence?
Anyone giving credit assistance in Australia must hold an Australian credit licence or be authorised as a credit representative under one. We'll talk through how your current authorisation fits on the first call.
What kinds of clients will I work with?
Mostly business owners, self-employed borrowers, property investors and families who already use Elephant for accounting or bookkeeping.
How is this different from a referral agreement?
A referral agreement passes names. The partnership puts you inside the client journey, with the accountants and the brand working alongside you.
How do I start?
Fill in the partnership form and we'll set up a call.
Want to build with the herd?
Tell us about your business. We'll come back to you to book a call.
