Become a referrer

Tell us about your work and the people you help.

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Referrer program

Are you a mortgage broker, financial adviser, accountant, bookkeeper or finance-adjacent professional?

Introduce people who need finance support. FinFinda handles the next steps, and you may receive a referral payment for eligible referrals.

Track every introduction you’ve made
See each status as it changes
Eligible referrals may earn a referral payment

How it works

1
Apply
Tell us about your work and the people you usually help. We review every application and reply by email.
2
Introduce
Answer a few questions for someone who needs mortgage, insurance or financial advice, with their consent.
3
Follow along
See each introduction’s status as it changes inside your referrer portal.

Who it’s for

Mortgage brokers
For clients who need insurance, advice or planning outside your core service.
Financial planners and advisers
For client needs beyond your in-house offer.
Accountants and bookkeepers
For finance needs that arise in tax, cash-flow or planning conversations.
Finance-adjacent professionals
For agents, consultants, creators and others who regularly hear finance-related needs.

Questions