Referral Partners · Brokers & Accountants

Your clients want investment property. Now you have an answer.

Greenline Realty partners with mortgage brokers and accountants to manage the property side for your clients — sourcing, strategy, build and settlement — in a partnership built to benefit all three of us: your client, your business, and ours.

Book a partnership call How the partnership works

Why partner

Built so all three of us win

"Should I buy an investment property?" is a question your clients bring to you — and until now, answering it properly meant sending them somewhere you couldn't vouch for. This is the better answer.

Your client

Gets the property done properly

Investment-grade house and land in data-picked growth corridors, modelled in plain English — cashflow, tax position, depreciation — and coordinated with the advisers they already trust: you.

You

Stay the centre of the relationship

You've answered the question without adding headcount. Brokers: your client comes back needing an investment loan — that's yours. Accountants: the structuring, depreciation and planning work that follows a purchase — also yours.

Us

Do the one thing we do

Property sourcing and strategy. That's our whole lane, and referrals only keep coming when your clients do well — so our incentives sit exactly where yours do.

Choose your lane

Built differently for brokers and accountants

How a referral runs

You're cc'd at every milestone

The fastest way to kill a referral relationship is silence. Here's the cadence, so your client never wonders and neither do you.

Intro & expectations

You introduce your client. We hold a three-way kickoff so everyone knows who does what — and what we won't touch.

Strategy call

We work through goals, borrowing position and whether house & land genuinely fits. If it doesn't, we say so and hand back.

Research & shortlist

Corridor analysis, cashflow and depreciation modelling, and a shortlist your client can judge in plain English. You get a copy.

Secure & build

We manage the package, contracts coordination and build milestones — finance and legal stay with the partners your client already has: you.

Settlement & report-back

Your client settles; you get the full picture — and a client ready for the next conversation with you.

The trust that makes it work

Refer the property. Keep the client.

A partnership like this only works if your client relationship is protected — so we protect it in writing, before your first referral. Straight up: Greenline Realty is an independently owned company. We're part of a referral network of separate businesses, and yes, we share a name and a history with one of them — Greenline Home Loans was our first referral partner. Today they're one of many. We tell you this upfront because our partner deed makes it irrelevant: for clients you refer, our entire referral network is switched off.

The Partner Non-Compete Deed

Per referred client
01

Your lanes are locked

You choose the services you provide — lending, conveyancing, tax, advice. For your referred clients, our referral arrangements with any other business, including Greenline Home Loans and Greenline Legal, are suspended in those lanes. Every need goes back to you.

02

We decline and refer back

If your client asks us for finance, legal work or anything outside the property lane, we're bound to decline and hand them straight back to you — every time, in writing if you want it.

03

Real teeth, not vibes

Breach it, and you can terminate immediately — with your clients' existing engagements protected through to completion. A non-compete without consequences is a promise; ours is a contract.

Deed summary provided before your first referral · full deed reviewed by your own adviser, as it should be
Who refers to us

Founding partners

Mortgage broking · Sydney

A Sydney mortgage brokerage

Refers investor clients for property sourcing; keeps all lending and conveyancing under our deed. Founding referral partner, 2026.

Mortgage broking · Bella Vista

Greenline Home Loans

An independently owned brokerage and our first referral partner. Listed here on the same terms as every other partner — no more, no less.

Legal · Conveyancing

Greenline Legal

Independent legal practice. A referral partner for clients who don't already have a conveyancer — never used where you provide legal work.

Accountants: referral fees are your call — take one with full disclosure, rebate it to your client, or take nothing and keep it purely professional. We supply the disclosure templates either way.

Asked, answered

The questions you should ask

Who owns the client relationship?
You do — contractually. We service the property engagement you referred and nothing beyond it. All reporting flows through you, and your client's other needs are referred back to you by obligation, not courtesy.
What happens if my client asks you for a loan?
We decline and refer them back to you. Under the deed that isn't a policy we can change — it's a term you can enforce.
You share a name with a mortgage brokerage. Why should I trust that?
Because we put it in front of you instead of hoping you wouldn't notice. Greenline Realty and Greenline Home Loans are separate, independently owned companies connected by a referral arrangement — and for your clients, that arrangement is switched off. The shared history is exactly why the deed exists.
Is referring clients to a property service a problem for my compliance?
We provide a property sourcing service — not credit assistance and not financial product advice — and your client engages us directly under our own terms and disclosures. We'll happily walk your compliance contact or aggregator through the model before anything starts. This is general information, not legal advice; satisfy yourself as you would with any referral arrangement.
What does it cost?
Nothing to partner. Our fees are paid by the client for the property service, disclosed to them upfront. Any referral arrangement with you is optional and documented — and disclosure templates are part of the pack.
Start the conversation

Book a partnership call

Fifteen minutes. We'll walk you through what your clients get, how referrals run, and the deed that protects your side of it.

Call1800 705 505Mon–Fri, AEST
Emailinfo@greenlinerealty.com.auPartnership enquiries
NextDeed summary + partner packSent before your first referral, reviewed by your adviser

We'll come back within one business day. Your details are used only to contact you about partnership — no marketing lists, no sharing.