How the Referral Process Works
A simple, professional way to introduce clients to a trusted Mortgage Choice broker.
MS Finance Referrals allows you to submit qualified lending opportunities through a secure platform. Each referral is personally reviewed by Michael Shea before any contact is made with the client. Your role is to make the introduction.
The lending strategy, lender selection, application, and process management are handled end-to-end. Every referral is treated individually.
Home Loans
Clients buying a home, upgrading, downsizing, or purchasing an investment property can be referred. Including owner-occupied home loans, investment properties, and first home buyer lending.
Refinancing
Clients who already have a loan and are looking to review or improve their current setup can be referred. This may include refinancing to a lower rate, changing loan structures, or accessing available equity.
Personal & Car Loans
Clients looking to finance a vehicle or manage larger personal expenses can be referred. This includes car loans for new or used vehicles as well as personal loans.
Business & Commercial Finance
Business owners and commercial property investors can be referred also. This includes business loans, commercial property lending, equipment & asset finance, and working capital solutions.
Empowering Homeownership
50+
Loan Types
40+
Lenders Connected
15+
Years of Expertise
Why MS Finance Referrals
Personalized Approach
Every referral is personally reviewed and managed by Michael Shea. There are no call centres & no automated outreach. Clients are contacted only after their details are reviewed, ensuring a professional and considered approach.
Industry Knowledge
Referrals are handled by an experienced Mortgage Choice broker with access to a broad panel of lenders across Australia. This ensures clients receive informed guidance & appropriate solutions to their circumstances.
Customer Focused
Your reputation matters. Referring through this platform allows you to introduce clients with confidence, knowing they will be treated professionally, respectfully, and without pressure.
Our Client Process
We treat every new client individually to ensure a personalised and tailored approach.
01
Consultation
Understanding needs and goals
02
Analysis
Assessing available loan options
03
Customisation
Tailoring a loan solution
04
Support
Providing ongoing assistance and advice