Preferred Finance Partner Program
Join a small group of NSW mortgage brokers partnering with Strategic Portfolio Partners — and give your clients a trusted next step after the loan settles.
Submit your details and book your 60-minute Discovery Call — directly on Iti's calendar.
Why partner with SPP
Most brokers lose the client conversation the moment property investment comes up. We give you a trusted answer — and a revenue share for making the introduction.
$6,500–$8,500 per settled deal, paid at 3 build milestones. 2 deals per month = $156K–$204K/year. SPP pays this — no invoice chasing, no client involvement required from you.
Every client you refer to SPP needs an investment loan — and that loan is contractually yours to write. $6,500 per $1M+ loan, 24 loans/year = $156K upfront. You monetise your existing book without lifting a finger extra.
Every loan you write stays on your trail book. As clients build portfolios they write more loans = more trail. Year 1: ~$18K. Year 5: $100K+. It grows every year without a single new client — silently, in the background.
A strict JRFS lending firewall ensures broker-referred clients are never introduced to our finance arm. Your relationship stays protected. Your aggregator compliance stays clean.
Start with a small number of existing clients who've asked about investment. See how SPP handles the journey. Decide to continue only if you're satisfied with the outcome.
A personalised landing page under your brokerage name, email templates for your database, and referral tracking — all set up by SPP before your first introduction.
How it works
Book your 60-minute Discovery Call directly on Iti's calendar. We walk you through the model, answer every question, and set up your co-branded materials. Signed agreement, no upfront cost.
Think: settled a loan in the last 1–4 years, has equity building, dual income household ($130K+), asked "what should I do with my equity?" We give you a simple qualifying checklist.
From the first discovery session with Iti through to property selection, contracts, and build management — your client is looked after. You stay informed without needing to be involved.
At each build milestone (PSA unconditional, deposit, frame, completion) SPP releases your co-marketing contribution. Clients invoice SPP directly — clean, documented, aggregator-compliant.
We absorb all platform and setup costs during the trial period. You introduce 2–3 clients, see how the model works end-to-end, and decide whether to continue. No commitment, no pressure.
Client outcomes
These are real SPP client outcomes — the kind of results your clients can achieve when given a clear investment plan and the right guidance.
"Iti helped me understand what was actually possible with the equity I'd built up. I'd been sitting on it for two years not knowing what to do. Now I have a clear plan and a property in motion."
"We both earn well but had no idea how to turn that into a property portfolio. SPP gave us a structured 10-year plan and held our hand through the first purchase. It made complete sense."
"We came in with one investment property and a lot of questions. Iti mapped out a realistic pathway to three properties over ten years. For the first time it felt achievable, not just aspirational."
The market reality
Property advisory companies are the fastest-growing segment of Australian financial services. They run ads on Facebook, show up in Google searches, host webinars, and run free seminars. Their entire model is built around intercepting the moment a client asks “what do I do with my equity?”
Every major property advisory firm in Australia operates with either an in-house finance team or a locked preferred broker arrangement. When your client ends up with one of them, the investment loan goes to their finance partner — not you. You don’t get a discharge notice. You just never hear about it.
Without an SPP partnership
Client asks about property → finds a property advisory company → their finance partner writes the loan → you find out when the trail disappears
With an SPP partnership
Client asks about property → you refer to SPP → SPP handles strategy → the loan stays with you, always
Apply now
Fill in your details below, then you'll go straight to Iti's calendar to book your Discovery Call — a 60-minute conversation about whether the SPP partner model is right for your business.