Accreditation & Referrals

Become accredited

At Heartland, we have helped over 21,000 seniors live a more comfortable retirement with our reverse mortgage. If you would like to diversify your business and help your clients, later in life, become a Heartland Broker. We provide specialised training, a dedicated Broker Support Team, an online applications tool to submit your applications and marketing resources to help grow your business.

Get in touch with us to discuss how you can become a heartland broker by calling us on 1300 662 865 or email us at [email protected]

“I can tell you with hand on heart that dealing with staff at
Heartland is so much easier than dealing with ANY other financial institution.”

Barry LeBrocq, Heartland broker

Everything you need to become accredited

What is an accredited broker vs referral broker?

Find out more information about how we work with brokers and the appropriate agreement for your business. You will need to complete a broker agreement to submit client applications.

Download PDF

Accreditation forms

To onboard you as a Heartland broker, the following documents are required to be completed, executed and returned to us with the required supporting documentation.

Please do not hesitate to contact the Broker Team at [email protected] if you need help with completing your documentation.

Distribution form Broker application

Accreditation training

Before submitting a client loan application, you must become accredited by completing our training and passing the accreditation test. For accreditation enquiries please email [email protected].

Referral brokers – process summary

A summary of how the referral process works.

Referral process Referral form

The benefits for you and your clients

  • Flexible loan options
    • Minimum loan value of $5,000
    • Equity protection available up to 50%
    • Drawdown options to suit your client's needs
    • Loans are individually assessed
  • Secondary Property and Aged Care Options
  • Specialist broker and loan administration support
  • Complimentary marketing resources to help grow your business
  • Simple and straightforward online accreditation
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