The Affiliate Program
A MUTUALLY BENEFICIAL PARTNERSHIP
The Affiliate Program has been designed for Accountants, Mortgage Brokers and Financial Advisors who would like to offer their clients a value-added property advisory service without the need to up-skill their staff, increase their overheads or add additional compliance measures.
Given that your accounting practice deals with a similar clientele, we believe that this affiliate program will benefit both your firm as well as your clients.
How the program works
STEP ONE
Equiti partners with selected Affiliates from Accounting, Morgage Broking or Financial Advisory companies.
STEP TWO
You supply the contact details of your clients.
STEP THREE
Equiti does all the "heavy lifting" marketing activities for the program.
STEP FOUR
Equiti will mail out to your clients, on your letterhead, a letter (approved by you) outlining the offer and the benefits to them - at our cost.
Benefits
You refer your clients to Equiti - an add on service, without you needing to do any upskilling
Equiti will refer any new or existing clients in your area to you, for their accounting requirements, at no charge.
Equiti will pay you $1,500.00 for any property purchased outside of a SMSF by your clients - paid on settlement.
Equiti will pay you $750.00 for any property purchased inside of a SMSF by your clients - paid on settlement.
The Process
Reporting
- Equiti reports back to you on a weekly basis with how the program is performing.
- Reports will be supplied to you in PDF about the following:
- The outcome of each initial call to your clients.
- Once the initial meeting is held, the outcome of each meeting is reported.
- Once the Discovery Appointment is held, the outcome of each meeting is reported.
- Once the Advisory Appointment is held, the outcome of each meeting is reported.
Invoicing and Payments
- Each month Equiti will contact you regarding what payments have been received and what you will need to create an invoice for.
- When contacted, you will be informed what has been received, clients' names and an overview of what we are paying you for.
- Once the invoice has been received by you, we will process this in the next cycle of payments, usually every fortnight.
- When payment has been processed, we will contact you to inform you that this has been completed.
Let's become partners
16
years of experience
2,000+
satisfied clients
2,600+
properties transacted
9
property experts
