So Money is a mortgage manager with its own funding lines and its own technology. Hold an ACL? Write our exclusive products under your own licence on a fully digital platform. Not a broker? Refer your clients and earn — we handle everything from application to settlement.
From submission to settlement — data entry, supporting documents, tracking lender responses and settlement calls can be exhausting and costly.
So Money streamlines your mortgage process end-to-end, saving you time and money while ensuring a smoother, more efficient journey.
Countless hours hunting the right products — expat loans, non-resident loans, construction, NDIS and SMSF — is overwhelming and inefficient.
So Money provides expert solutions and streamlined processes, so you can focus on serving your clients and growing your business.
Waiting on client calls, juggling your calendar and keeping up with follow-ups is frustrating and time-consuming.
So Money manages client communications and follow-ups for you — stay organised and responsive while we handle the admin burden.
So Money places a strong emphasis on leveraging technology to drive the success of its business partners. Innovative digital solutions, cutting-edge resources and seamless support help your business thrive in a fast-paced, competitive market.
Our own managed product suite across multiple funding lines — full doc and lite doc, owner-occupied and investment, Easy Refi, expat & non-resident, and construction lending — with competitive rates, simple documentation and credit decisions made by our in-house team, not a faceless queue.
Comprehensive business coaching and support for mortgage broker partners — personalised guidance, strategic insights and market expertise to grow strategically and build a strong foundation for a prosperous business.
No email chains, no paper packs, no chasing. Our partner portal runs the whole loan — and AI does the heavy lifting in the background.
Eager to grow your client base but bogged down with admin? So Money helps you attract and manage more clients efficiently — freeing your time to build relationships and expand your business.
Hit a growth plateau? So Money provides the tools and support to reach untapped markets and attract the high-quality clients that significantly boost your revenue.
Clients frustrated with complex loan processes? So Money offers competitive rates and simplified documentation — making the loan process smoother and more appealing.
Hold your own Australian Credit Licence and write our products — or simply refer your clients and let us do the rest.
Write So Money products under your own licence.
Refer a client. We handle everything else.
Answer a few quick questions about your business, then pick a time that works for you — we'll confirm by email with a calendar invite.
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