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Partner brands

When an accountant, financial planner or other partner refers clients to you, give them a portal in their own brand. Clients who come in through the partner's link — or who you mark as introduced by them — see the partner's logo and colours, with "in partnership with you" always shown. Your Credit Guide and Privacy Statement stay yours.

Add a partner

Partner name

Type

Web address

The partner's page address. Lower-case letters, numbers and dashes. Can't be changed once clients have used it.

Partner's website (optional)

Logo

No logo

Upload logo

Colours

Uploading a logo fills these in from its colours, so the portal looks like the partner's own site. Leave a colour empty to use yours.

Primary Buttons, links and highlights

Secondary Second colour in tiles and charts

Dark Headings and dark panels

Background Page background

I pay this partner a referral fee (or they receive any other benefit for introducing clients)

What clients are told

Shown to the client when they give their consents, and in their portal.

QuickSelect checks every partner brand before clients see it. Changing the name, look or referral fee sends it back for checking; until then your clients see your own brand.

Preview

in partnership with

Your home loan portal

Welcome, Sam

Fact-Find

Calculators

No partner brands yet

Add an accountant or planner who refers clients to you, and once it's approved you'll get a link and website code for them.

To mark an existing client as introduced by a partner, open their file and use Introduced by. You can also pick a partner when you invite a client.