Mortgage referral program for accountants and advisers
Give your clients serviceable home loan options in minutes with our AI powered mortgage partner - and create a new revenue stream for your practice without adding licence obligations.
Built by advisors, for advisors. Cromeloan plugs a modern mortgage broker referral program into your existing client relationships so you can elevate your service, not your workload.
Unlock additional revenue from your client base
Maximise the value of relationships you already have. Move beyond outdated mortgage broker referral agreements and into a genuine revenue sharing home loan partnership.
As a Cromeloan loan partner you can:
Earn a share of upfront and trail commissions on referred loans
Turn everyday client conversations into a sustainable mortgage referral income stream
Grow your mortgage portfolio while Cromeloan does the lending work
Want to see the numbers for your firm?
Low Effort,
Low Complexity
Our innovative “no advice” mortgage referral solution is designed for accountants and advisers who do not want the burden of a credit licence.
No credit licence required
No extra headcount
No complex broker systems to learn
Cromeloan provides a custom, branded Generative AI web app that your clients can use to discover tailored home loan options in minutes. You stay focused on advice and strategy while our team and technology handle the home loan work.
Experience effortless entry into home lending with a compliant, straightforward broker referral program that fits neatly alongside your existing services.
Personalised, AI powered service for your clients
Cromeloan combines specialist mortgage expertise with branded AI technology so your clients get:
Tailored, serviceable options in minutes, not weeks
Smart matching across thousands of products from multiple lenders
Clear explanations of the pros and cons of each option
Human support when they want to talk to a lending expert
Your clients start in your branded environment, then step into our mortgage broker partnership workflow where every application is managed with care, communication and compliance.
Branded Tools to Support Client Conversations
Bring home lending into your client conversations without feeling like a salesperson.
Cromeloan gives you interactive, brand wrapped calculators and tools that fit naturally into your existing meetings. Use them to:
Run refinance and home loan comparison scenarios on the spot
Explore borrowing power for new purchases or investments
Compare property vs super using SMSF lending tools
Visualise the impact of different strategies on cash flow and savings
These tools make it easy to spot opportunities, educate clients and introduce your mortgage partner as the next step in a structured, professional way.
Made by advisors, for advisors.
DISCLAIMER: The information provided on this website is general in nature and is not intended to be specialist or personal advice. The information provided on our website has been prepared without taking into account your objectives or financial needs. You should consider the appropriateness of the advice to your own situation before taking any action. The information provided should not be relied upon for the purposes of entering into any legal or financial commitments. Specific investment advice should be obtained from a suitably qualified professional. If any financial product has been mentioned, you should obtain and read a copy of the relevant Product Disclosure Statement and consider the information contained within that Statement with regard to your personal circumstances before making any decision about whether to acquire the product. You can obtain a copy of the Product Disclosure Statement by speaking to a member of our team.
The advice provided in marketing material and posts by Cromeloan, our representatives and our partners is to be considered general advice only. It has been prepared without taking into account your specific objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your own objectives and financial needs. If any products are detailed in this presentation, you should obtain a Product Disclosure Statement relating to the products and consider the information provided before making any decisions.
Craggle Services Pty Ltd (trading as Cromeloan) ABN 33 676 327 272 is a Credit Representative (540988) of Home Mortgage Plus Pty Ltd ACN 105 991 839 (ACL 392200)