A useful referral is more than a name and phone number. D&J establishes the purpose of the introduction, confirms consent and keeps the property pathway connected while the licensed finance professional handles regulated advice.
Confirm the introduction
D&J confirms what the client wants help with and obtains permission before sharing relevant contact or property context. The finance partner then explains their own process, information requirements and scope.
Keep responsibilities clear
Borrowing capacity, product recommendations and personal credit advice remain with the appropriately licensed professional. D&J can contribute property, rental or portfolio context without replacing regulated advice.
Reconnect the property plan
Once the client understands the available pathway, D&J can reconnect Find, Manage or Grow as appropriate. This keeps the next property action aligned without treating finance as an isolated conversation.
This article contains general property information only. D&J does not provide personal credit advice. Credit services and product recommendations are provided by appropriately licensed finance partners and remain subject to assessment and approval.