Login Join the Exchange

How to Refer Your Clients

In just a few easy steps, we will help your referred client settled with a new loan.

AFX Rewards Log In Become An AFX Partner

Flexible referral options to suit your business

We make referring easy. Choose the level of involvement that best fits your workflow.

Tick ‘n’ Flick
Simply provide your client’s contact details and let our specialists handle the entire process.

Copilot
Stay involved as a ‘copilot’ alongside your clients while our specialists work with them to find a suitable finance solution.

Flexible referral options to suit your business

We make referring easy. Choose the level of involvement that best fits your workflow.

Tick ‘n’ Flick
Simply provide your client’s contact details and let our specialists handle the entire process.

Copilot
Stay involved as a ‘copilot’ alongside your clients while our specialists work with them to find a suitable finance solution.

What you need to know about the application process

Once your referral is submitted, our asset finance specialists will promptly contact your client to understand their specific needs.

We take the heavy lifting off your desk by managing the paperwork, compliance, and lender negotiations.

Your client enjoys a stress-free approval process, while you can easily track the application’s progress directly through AFX portal.

What you need to know about the application process

Once your referral is submitted, our asset finance specialists will promptly contact your client to understand their specific needs.

We take the heavy lifting off your desk by managing the paperwork, compliance, and lender negotiations.

Your client enjoys a stress-free approval process, while you can easily track the application’s progress directly through AFX portal.

What happens after the referral is settled?

The moment your client’s loan officially settles, it’s time to get rewarded!

Your earned AFX points will automatically be credited to your Rewards Dashboard. From there, you can easily transfer your points into rewards dollars and browse or extensive online store to purchase goods.

Your points never expire!

What happens after the referral is settled?

The moment your client’s loan officially settles, it’s time to get rewarded!

Your earned AFX points will automatically be credited to your Rewards Dashboard. From there, you can easily transfer your points into rewards dollars and browse or extensive online store to purchase goods.

Your points never expire!

Steps to refer successfully

Select a referral partner of your choice

We have a national marketplace of asset and commercial finance specialists based in all states.

Y+
Average experience
+
partner per state
+
5 Starts rating

Get more value out of your referrals

Once your points are unlocked after a successful referral, visit the Rewards Store to redeem them. Choose from a wide range of products and experiences.

Your points never expire, so you can save or spend them anytime.

Rewards Store

 

Harman Kardon
Sonos
Weber
Smeg
Shokz
Samsung
Kitchenaid
Logitech
LG
Gopro
Dyson
DJI
Canon
JBL
Breville
Bose
Bosch
Apple
Apple
Bosch
Bose
Breville
Canon
JBL
DJI
Dyson
Gopro
LG
Kitchenaid
Logitech
Samsung
Shokz
Smeg
Weber
Sonos
Harman Kardon

Start referring today

Are you an existing AFX Partner?

You automatically have access to Asset Finance Exchange Rewards platform.

AFX Rewards Log In

Are you new to Asset Finance Exchange?

Join our community of brokers and advisers who are turning client solutions into lifestyle perks.

Become an AFX Partner

Your Exclusive Resources

Our comprehensive resources are there for you to research and understand as much as possible about our offering.

Want to know more?

 

The Asset Finance Exchange is a marketplace that connects mortgage brokers, dealers, accountants and other finance professionals, with asset finance specialists to build referral relationships tailored to business needs.

Simply submit a request via Contact Page and we will be in touch to arrange access.

Equipment Finance, agriculture, unsecured business lending, car and leisure finance, personal loans and novated leases.

Yes, when joining the Asset Finance Exchange, you’ll receive access to a portal that will provide visibility across any deals you’ve referred, loans settled and other key pieces of information.

You will also receive emails from the referral partner as updates occur.

View all