Settings

Terms & conditions

Add terms & conditions with rich text formatting. Included in the referrer agreement PDF and the welcome email.

1. About this agreement

These terms apply when you refer a client to Clue Finance Pty Ltd ("Clue Finance") through the referrer portal. By creating an account you agree to them on behalf of yourself and your organisation.

2. Making a referral

  • You must have your client's consent before you submit their details.
  • The information you provide must be accurate to the best of your knowledge.
  • You must not give the client credit advice or suggest a particular lender or product.

3. Referrer fees

Clue Finance pays a referrer fee on loans that settle, at the rates set out in the referrer fees schedule. No fee is payable on loans that do not settle.

4. Privacy

Each party will handle personal information in line with the Privacy Act 1988 (Cth) and use it only for the purpose of the referral.

5. Ending the agreement

  1. Either party may end this agreement with 30 days' written notice.
  2. Fees on loans that settle before the end date remain payable.
Applies to all referrers

Referrer fees

Add the referrer fees you wish to display in the referrer agreement. This will apply to all referrers.

Referrer fees schedule

  • Commercial property loans: 0.30% of the settled loan amount
  • Business and equipment loans: 0.25% of the settled loan amount
  • Development and construction loans: 0.20% of the settled loan amount

Fees are paid monthly in arrears, by EFT, within 14 days of settlement.

Applies to all referrers