Who We Are

LendOS was founded by professionals who have spent decades working across the financial ecosystem—within major banks, accounting firms, financial planning practices, and successful mortgage broking businesses. Through this experience, we saw firsthand the challenges that accountants, advisers, real estate agents, and other professional services firms face when trying to introduce lending into their offering.

While the opportunity is enormous, the practical barriers—compliance, time demands, licensing complexity, and fears of losing control over client relationships—often stop businesses before they even begin. LendOS was created to remove those barriers.

  • To empower professional service firms to confidently offer finance solutions to their clients—without the burden, time pressure, or risk that usually comes with building a lending division.

    We believe every professional should be able to expand their service offering, strengthen client relationships, and grow revenue, all while maintaining full control over their brand and client experience.

  • After working inside the industry from every angle, we identified common roadblocks that advisers, accountants, and brokers consistently face when thinking about launching a lending arm:

    • Not knowing where to start

    • Concerns about compliance and regulatory requirements

    • Limited time and already-stretched resources

    • Fear of losing the client relationship to an external broker

    • Conflicted remuneration rules and uncertainty around what is allowed

    • The perceived cost and complexity of setting up a lending capability

    Rather than watching professionals send clients away—and unknowingly build someone else’s business—we created a model where they can finally build their own.

  • Where traditional referral models take your clients away, LendOS keeps them with you.

    Where starting a lending business usually takes time, money, licensing, and staff, LendOS removes those barriers.

    Where compliance often scares professionals off, we manage it safely and efficiently in the background.

    We don’t replace your business—we integrate into it.

  • LendOS is designed for:

    • Accounting Firms

    • Financial Planning Practices

    • Mortgage Brokers needing overflow capacity

    • Real Estate Agencies

    • Professional Services Firms wanting to expand their offering

    If you serve clients who need finance, LendOS helps you deliver it without disrupting your core business.

  • LendOS is a start-to-finish lending support program that allows professional firms to provide finance solutions without taking on the operational burden. You maintain:

    • 100% ownership of your clients

    • Your brand front and centre

    • Full control of the client experience

    Behind the scenes, a dedicated LendOS lending specialist performs all the work—credit structuring, compliance, lender communication, documentation, and updates—operating as an extension of your business.

    Your clients get expert lending support.
    You get an additional revenue stream.
    And you keep complete ownership and control.

Our Vision

A professional services landscape where every trusted adviser—accountant, planner, broker, or real estate agent—has the tools, support, and capability to deliver finance solutions confidently, profitably, and sustainably, all under their own brand.