Make a referral

If you are a Westpac accredited Referrer and your customer requires Business Finance, follow this simple process. If you need help along the way, contact your Westpac Manager.

Step 1: Broker and Client Appointment
Download, complete and ensure your applicant signs the following form:

Adobe Acrobat Reader PDF Business Finance and Equipment Finance Applicant Referral (PDF 55kb)

Step 2: Application Completed
Fax or mail the form to your Business Banking Manager (BBM). Your BBM will contact your customer to discuss their financial needs and recommend the appropriate solutions. They will also keep you informed of the progress of your referral as required.

Step 3: Decision and your Commission
If the application you referred results in a successful loan drawdown, commissions will be paid by the 15th of the month after settlement to you or your aggregator. It's that simple.