A better referral experience · Mortgage brokers

Chase less.
Grow faster.

Refer clients in seconds, stay informed without the chasing, and give every client a conveyancing experience they’ll remember. Whether you’re one broker or one hundred, Zettle grows with your business.

Stay informed, not involved

Referral Received

Conveyancer Assigned

Settlement Effected

Referral portal

Start in minutes

No contracts, no setup fees. Join today and refer your first client in under 30 seconds.

Real-time tracking

Informed, not involved

Track every milestone without chasing emails, calls or updates.

Client experience

Delight your clients

Give every client a premium conveyancing experience they’ll remember.

Built to scale

Grow with confidence

From solo brokers to national brokerages, Zettle grows with your business.

The partner portal

One place to manage every referral.

Every referral, submitted in seconds and tracked automatically through to settlement — all in one portal.

Refer in under 30 seconds

A fast, simple referral process your whole team can use.

Live transaction tracking

Know exactly where every client is at any time.

Stay informed, not involved

Automatic updates without chasing your clients or conveyancer.

Built for growing brokerages

Manage referrals across your entire team from one secure portal.

Referral tracking portal showing James M.'s matter progress
Zero to referring

Easy to join. Easy to use. Built to scale.

No setup fee, no contract. Create your account, invite your team and start referring — the portal handles everything from there.

01 · Join

Create your account

Create your account at refer.zettle.com.au. Enter your contact and company details and you’re in — no setup fee, no contract.

02 · Start referring

You’re set up to start referring

Refer clients immediately. All we need is a name, mobile number, email and some brief notes about the client - your client will appear in your portal the moment you refer them. Zettle then takes it from there

03 · Grow with Zettle

Grow with Zettle

Add brokers, invite your team and manage referrals across your business as you grow.

What your clients get

A referral experience that builds your reputation.

Every client you refer to Zettle gets the same high standard of service — so your recommendation always reflects well on you.

People

Dedicated conveyancer

One expert conveyancer assigned to every matter, from contract through to settlement.

Contract reviews

Unlimited contract reviews

Clients get unlimited free contract reviews with a typical 4 business hour turnaround, helping them make informed decisions sooner.

Technology

Digital convenience

Their own secure portal to track progress, complete tasks and access documents from anywhere.

Communication

Direct client support

Clients can message their dedicated conveyancer directly — no call centres, no waiting on hold.

Zettle client portal shown on a mobile phone
Case study

Zettle Case Study: Why Finance Broker Darren Welsh Recommends Zettle to His Clients

Featuring Darren Welsh, Director and Finance Broker at Vision Finance Collective.

Read more →
Darren Welsh, Director and Finance Broker at Vision Finance Collective
Common questions

Everything you need to know before joining.

You can create your account and refer your first client in under 60 seconds. There’s no setup process, no contract and no cost to get started.

Yes. You can add every broker and support staff member through the Admin panel. Each person gets their own login and you see all referrals in one shared view.

Yes. Zettle scales from a single broker to firms with 250+ brokers under one account. Whether you’re independent or part of a large multi-office business, every broker gets their own login where they can track their own referrals.

Can multiple team members access the portal? Yes. You the account owner can add every broker and support staff member through the Admin panel. Each person gets their own login and only the account owner can see all referrals in one shared view. The portal is built to handle hundreds of active matters simultaneously. Partners sending 10 or more matters per month get a dedicated partner support manager at Zettle.

Clients get their own secure portal where they can track every stage of their matter, see key dates, complete tasks and message their conveyancer directly.

No minimum. You can refer one client or one hundred — the portal works the same way regardless of volume.

QLD, NSW and VIC. Our licensed conveyancers know the specific laws, forms and processes for each state.

You can choose to be rewarded per settled matter, paid as cash to your bank account or a Prezzee gift card. Or choose portal access only — no payment required.

Partners are responsible for any disclosure requirements applicable to their own practice. The portal-only access option involves no payment.


Ready to partner with Zettle?

Join the referral program Book a demo with Joel

Free to join · No contracts · No minimum referrals

Getting started
Free to join No contracts Set up in under 2 minutes No minimum referrals