Unlocking your clients’ financial potential: Inviva’s Referral Program

Inviva is a leading reverse mortgage lender committed to helping Australians 55 and over access property equity to fund their retirement and lifestyle goals.

Happy man who's taken out home equity loan carries grand daughter

We have built strong established relationships with reverse mortgage specialist brokers, and other financial professionals across Australia to ensure that your clients have access to all the information they need to make informed choices to support their financial decision making.

Our team has a high level of expertise in home equity release and are here to guide your clients every step of the way. We would be happy to share more information about how equity release works and answer any questions you have, enabling you to help your clients to achieve their goals.

About our referral program

We invite professionals including accountants, mortgage brokers, lawyers and financial planners to join our fast and low effort referral program.

All you need to do is identify prospective customers and provide the customer’s consent to contact them - Inviva does the rest.

Inviva will pay a referral fee of 0.2% of the total loan amount for each referral that leads to a settled loan.

Is my client eligible?

Inviva offers three different types of reverse mortgages.

To be eligible for our flagship product the Home Equity Release Loan and our Investment Property Equity Release Loan your clients would need to meet the following criteria:

Youngest borrower must be 55 years or over
Have an acceptable credit history
Be an Australian Citizen or permanent resident. We also accept NZ citizens with a Special Category Visa
Own a residential property outright or be able to pay out the existing mortgage

Have a client that doesn’t quite fit the criteria? – our Specialist Equity Release Loan may be the answer. Reach out to find out more.

The process

1

2

3

4

5

Referral agreement established

Referrer provides customer contact details

Inviva contacts the customer and takes it from there

Inviva looks after the application through to settlement

Post settlement referral fee is paid to you

Why become a referrer?

Another product in your financial tool kit – opportunity to add value to your clients and build business
Quick and easy process – Inviva handles all customer contact once details are provided
National product – we can work with you wherever you are located across Australia
Flexible solutions – we are happy explore unusual client situations that might be outside the box

Referral fees at a glance

Example loan size

Referral fee*

$200,000

$400

$400,000

$800

$600,000

$1,200

$800,000

$1,600

$1,000,000

$2,000

$2,000,000

$4,000

* Referral fee = 0.2% of the Total Amount of Credit

Interested in becoming a referrer?

Fill our the form opposite to get started or call 1300 222 223 to speak to our friendly team for more information.

Free home equity release loan guide

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