For Brokers & Professional Referrers
Free Consult
Review your credit file/debt & discuss your circumstances with your case manager
Plan
Provide you with all the options & gather the necessary documents
Implement
Contact your creditors & advocate on your behalf
Outcome
Work towards the most appropriate outcome for your circumstances.
Working Together To Achieve Better Outcomes For Clients
Simple Debt Solutions works alongside mortgage brokers, finance brokers, accountants, lawyers, financial advisers and other professionals who are supporting clients through complex financial situations.
Often, clients are declined for finance or encounter issues that sit outside the expertise or scope of their trusted adviser.
That’s where we may be able to help.
Our role is not to replace your relationship with your client. It’s to work alongside you, helping your client understand their options and, where appropriate, resolve the issues preventing them from moving forward.
When Should You Refer?
You may wish to refer a client when they are experiencing:
- Incorrect defaults or other adverse credit reporting.
- Repayment History Information or Financial Hardship Information affecting borrowing capacity.
- A finance application has been declined and the reason isn’t clear.
- Complex debt issues requiring negotiation with creditors.
- Family violence, financial abuse or coercive control affecting debts or credit reporting.
- Separation or joint debt issues.
- Commercial or business credit reporting concerns.
- Clients who simply don’t know where to start.
How We Work
Every client is different.
We begin by understanding their circumstances, reviewing the available information and explaining the options that may be available.
Where appropriate, we may:
- Review credit reporting concerns.
- Communicate and negotiate with creditors.
- Seek reviews of incorrect credit reporting.
- Explore debt waivers, reduced settlements or payment arrangements where appropriate.
- Help clients understand the factors affecting their borrowing capacity.
- Work alongside other professionals involved in the matter.
If we don’t believe we can assist, we’ll say so honestly and, wherever possible, direct the client towards a more appropriate solution.
A Collaborative Approach
We understand that you’re often one member of a client’s professional team.
Where appropriate, we’ll work collaboratively with you, your client and any other advisers involved to help achieve the best possible outcome.
Clear communication, professional respect and keeping clients informed are central to the way we work.
Why Professionals Refer To Simple Debt Solutions
Professional referrers value that we:
- Provide honest, realistic advice.
- Never guarantee outcomes.
- Communicate clearly and professionally.
- Keep clients informed throughout the process.
- Understand both personal and commercial credit reporting.
- Understand the credit reporting issues that can affect a client’s ability to obtain finance.
- Take a practical, solutions-focused approach.
- Treat every client with respect and compassion.
Let’s Work Together
If you’d like to discuss a client referral or have a confidential conversation about whether we may be able to assist, please get in touch.
