A Comprehensive Solution

LendOS provides scalable support for Accountants, Financial Advisers, Brokers, Solicitors and Real Estate Agents to create and build a finance broking business to better support their clients.

Our Services

LendOS has been designed to help financial advice firms, like yours, build a compliant lending business, to help your clients get the best advice on all their lending needs and save thousands of dollars annually in the interest they pay on their mortgages and other loan types.

  • We partner with professional firms to deliver a sophisticated, white‑labelled finance broking solution. Our service integrates seamlessly into your existing client relationships, ensuring their finance is structured correctly while keeping you fully informed at every stage of the process.

    • Discovery - Every engagement begins with a conversation. We meet with you and/or your clients—either in person or online—to understand their goals, budget, and overall financial position.

    • Research and Selection - With access to a broad panel of lenders—not just the major banks—we identify the most suitable options for your clients. We assess far more than rates, considering fees, features such as offset accounts, lending policy, and turnaround times to ensure the right strategic fit.

    • Application & Pre-Approval Once a preferred solution is agreed upon, we prepare and manage the full application process. We handle all communication with lenders, reducing time, friction, and administrative burden for you and your clients.

    • Approval to Settlement - We proactively manage the approval process, coordinate with lenders, and ensure all requirements are met to keep settlement on track and stress‑free.

    • Ongoing Support - Our service continues well beyond settlement. As markets and client circumstances change, we conduct regular loan reviews and health checks to ensure your clients’ finance remains competitive and aligned with their needs.

  • Your Lending Specialist’s role is to support you in building and expanding your lending business

  • We process a full range of lending solutions, including Residential and Commercial Finance, Small Business Loans, SMSF Lending, Car Finance, and Equipment Finance.

  • You have full access to our secure, cloud‑based lending and CRM system, providing real‑time oversight of your clients and their loan progress.

  • Your Lending Specialist is bound by Best Interest Duty and Responsible Lending Obligations, clients benefit from a higher standard of care and advice. Banks are not required to meet these obligations when dealing directly with customers.

  • Backed by a panel of 60+ reputable lenders, we offer competitive pricing and a broad suite of tailored finance options.

  • We also provide an online digital application that integrates directly with our CRM, giving clients an easy way to submit their details and view lender options suited to their needs.

  • Subject to meeting our due diligence process, our Credit Licensee, Centrepoint Alliance Lending, will provide you with an authority to operate under their Australian Credit Licence.

  • Our support package includes professional presentation templates, conversion‑focused email marketing campaigns, and a customisable lending microsite that can be added directly to your website.

How We Help

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Financial Advisors

LendOS empowers financial planning businesses to build their own lending capability without the usual barriers of compliance, time pressure, or conflicted remuneration. Traditionally, advisers avoid lending because of the heavy regulatory workload, the complexity of credit licensing, and the fear of creating conflicts with financial advice obligations. LendOS removes these hurdles by providing a complete end‑to‑end lending solution where the adviser retains full ownership of the client relationship and brand, while a dedicated lending specialist handles all compliance obligations, credit work, documentation, and lender engagement. This means you can seamlessly integrate lending into your practice, generate a new recurring revenue stream, and deliver better outcomes for your clients—all with minimal time investment and without compromising your advice standards.

Accountants

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LendOS enables accounting firms to establish their own lending division seamlessly, removing the biggest hurdles that typically prevent accountants from entering the lending space. Many firms hesitate because they don’t know where to begin, feel stretched by time constraints, or fear losing ownership and control of their client relationships. LendOS solves all of this by providing an end‑to‑end lending solution where the accountant always retains full client ownership, maintains their brand front and centre, and stays in complete control of the client experience. Behind the scenes, a dedicated lending specialist effectively operates within the firm—handling all credit work, compliance requirements, lender engagement, and client processing—ensuring your clients receive exceptional outcomes without demanding significant time or expertise from your team. With LendOS, accounting firms can confidently expand their service offering, increase revenue, and deepen client relationships while staying focused on what they do best.

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Brokers

LendOS gives mortgage brokers the flexibility and support they need to grow sustainably, reduce pressure, and reclaim their time. When brokers become too busy to take on new clients—or simply need to take a well‑earned break—LendOS steps in as a seamless overflow solution. A dedicated lending specialist can manage applications, documentation, lender engagement, and key compliance requirements on your behalf, ensuring deals progress smoothly without compromising client service or brand continuity. This relieves the compliance burden and administrative load that often limits a broker’s capacity, allowing you to stay focused on what you do best: building relationships, giving strategic guidance, and delivering outstanding client outcomes. With LendOS, brokers gain a trusted partner who supports their business, protects their client relationships, and provides reliable coverage whenever they need it.

Real Estate Agents

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LendOS empowers real estate agents to deliver a complete, stress‑free property experience by offering clients both the perfect property and the right lending solution—all under the agent’s trusted brand. While your focus remains on helping clients secure their dream home or next investment, LendOS works behind the scenes to provide a seamless, fully‑supported lending service that ensures your buyers get access to the most competitive loan options and expert guidance tailored to their needs. Our lending specialists integrate directly into your business, handling all credit work, compliance, lender engagement, and ongoing communication, allowing you to add genuine value without taking on extra workload or licensing requirements. This not only enhances client satisfaction and increases deal certainty, but also opens an additional revenue stream for your agency. With LendOS, you can offer a smoother end‑to‑end property transaction, strengthen client loyalty, and differentiate your agency in a competitive market—while we do all the heavy lifting.