Newstart Partner Portal

Refer clients in seconds, track every referral to settlement, and manage your business — now with a streamlined Express experience on iPhone.

New Start Financial Solutions Partner Portal

The partner portal puts your entire referral relationship with New Start Financial Solutions in one place — submit referrals, track progress, manage documents, and grow your business.

Designed for how you work: a streamlined Express experience on iPhone for referring and tracking on the go, and the full platform on iPad and desktop.

REFER IN SECONDS • Submit a new client referral in a quick, guided form • Get an auto-drafted introduction email for your client — just copy, paste and send • Attach supporting documents — payslips, pre-approvals, ID • Tap to call or email your clients directly

TRACK EVERY REFERRAL • See every referral's stage from submission to settlement • Colour-coded status at a glance — active, pending, settled • Full activity timeline for each client

UNDERSTAND YOUR PERFORMANCE • Conversion rate, average loan size and time-to-settlement • 6-month referral trends and key stats • Live market data to keep you informed

STAY ORGANISED • Built-in task manager with priorities, categories and due dates • Link tasks to clients so nothing slips through • In-app notifications for every important update

MANAGE YOUR ACCOUNT • Edit your profile, company details and ABN • Upload a profile photo • Secure password reset and account controls • Help & Support centre with FAQs and direct messaging

Access is for approved New Start Financial Solutions referral partners. New partners can register in-app for approval.

Questions? Reach us anytime through the in-app Help & Support centre.