Become a Referrer
Why Partner With VaultFin
Your reputation depends on the quality of the professionals you recommend. At VaultFin, we treat every referral as a reflection of that trust. Our role is to provide certainty, clarity, and consistently high standards — not just loan approvals.
We operate as a strategic extension of your practice, combining technical expertise with disciplined execution. Our team manages the complexity of each file and provides clear, proactive communication, so you remain informed without needing to chase progress.
The VaultFin Difference: Strategy Before Transactions
- Strategy-Led Lending
Each structure is considered in the context of long-term borrowing capacity, cash flow, and future objectives — not just the immediate transaction. - Technical Capability
Our founder, Mary Khatchadourian, specialises in complex lending scenarios, including multi-entity structures, self-employed clients, and layered income streams. - Practical, Objective Advice
Where a client is not yet in a position to proceed, we provide a clear and realistic pathway to readiness rather than forcing an unsuitable outcome. - Efficient, Digital Process
Through Frollo’s Open Banking technology, we offer a secure, streamlined alternative to traditional document-heavy applications. - Depth of Lender Knowledge
We maintain detailed knowledge of policy across more than 40 lenders, allowing us to identify solutions where others may not. - Ongoing Review and Oversight
We conduct structured reviews every 6 to 12 months to assess pricing, structure, and suitability as client circumstances evolve.
Benefits for Referring Partners
- Reputation Protection and Enhancement
Your clients receive considered, professional guidance aligned with their broader financial position. - Transparent Communication
We provide timely updates throughout the process, removing uncertainty and unnecessary follow-ups. - Reciprocal Professional Referrals
Where appropriate, we introduce our clients to trusted accountants, solicitors, and property professionals. - Improved Transaction Certainty
For property professionals, our thorough pre-approval process supports smoother negotiations and more reliable settlements. - Reduced Administrative Burden
We manage data collection, lender engagement, and negotiations, allowing you to focus on your core services.
Who We Work With
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- Accountants — aligning lending structures with established tax and entity frameworks
- Financial Advisers — supporting the implementation of broader wealth strategies
- Real Estate Professionals — providing clear and timely feedback on client capacity
- Solicitors and Conveyancers — facilitating efficient, well-managed settlements
- Builders and Developers — coordinating progress-payment lending to support project delivery
How to Refer
Choose the method that best fits your workflow:
Email Introduction
Include us in an email, and we will engage with your client professionally and promptly.
Direct Conversation
Speak with us directly to discuss strategy before formal engagement.
Secure Online Form
Submit details through our Partner Referral Form in under 60 seconds.
Direct Client Handover
Provide consented client details, and we will manage the next steps on your behalf.
Partner Enquiry Form
Ready to start a conversation? Fill out the details below and we’ll be in touch to discuss how we can best support you and your clients.
Experience a Smarter Lending Process
Strong professional relationships underpin strong outcomes.
We welcome the opportunity to work together.