How it works
From the first call to settlement, you can see every step.
Each referral starts with a free 15-minute fit call and a 45-minute consultation. Only then does a client decide whether to engage us, and you hear how it went at every stage.
It starts with a 15-minute fit call. We will tell you if it is not a fit.
- properties bought across 420+ suburbs
- 3,100+
- five-star Google reviews
- 850+
REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
How a referral works
Six steps, and you can see every one.
Your client always knows what happens next, and so do you. Here is the path from first call to settlement.
2 to 4 monthstypical time from signing to exchange
15-minute fit call
A short call to understand your client's goals and position. If we are not the right fit, we say so and point them somewhere better.
For you: You hear whether the call went ahead.
45-minute consultation
A deeper look at income, borrowing, current holdings and timeline, so the client sees what a realistic plan could look like.
For you: You know if your client decides to go ahead.
Strategy session
We set the brief together: budget, target yield and growth profile, and the markets the research supports. Finance questions come back to you.
For you: Pre-approval and lending stay with you or your broker.
Research and acquisition
The research team shortlists markets, then the acquisitions team sources properties, including off-market and pre-market opportunities, and negotiates on the client's behalf.
For you: You get progress updates at each milestone.
20-point due diligence
Each property is checked against our written due diligence checklist, covering the property, the street and the market. A property that fails it is not shown.
For you: Nothing is put to your client that has not passed.
Settlement and handover
We manage the contract through to settlement and handover, then the client comes back to you for everything beyond the property.
For you: A structured handback, with the relationship intact.
The track record
The research behind every property we put to your client.
Partners are trusting us with people they have looked after for years. This is the standard we hold ourselves to on their behalf.
- in property value for clients
- $2B+
- properties bought across 420+ suburbs
- 3,100+
- of recent purchases off- or pre-market
- around 70%
- client equity generated
- $500M+
Figures are across all InvestorKit clients to date. Client equity is an aggregate; individual outcomes vary and past results are not a forecast.
The checks every purchase passes
- Buyer side only, paid by the client and no one else
- No developer commissions or selling agent referral fees
- Markets chosen by research, not by where stock is sitting
- Every property checked before it is put to the client
- A clear written brief agreed before the search starts
Driving the DataOur founder Arjun Paliwal set out the research method we use to choose markets in his book, Driving the Data.
REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Our commitments
Five promises you can hold us to.
Referring someone should never cost you the relationship. These are the rules we work to with every partner.
We work alongside your team
We handle the property search. Finance, advice, tax and insurance stay with you.
No cold outreach to your people
We only speak to people who choose to book. Your list is never marketed to.
No developer stock
No developer commissions and no selling agent referral fees. Our incentive is always your client's.
Clear attribution
Every referral is tracked to you from the first booking, so there is never a question of whose client it is.
A structured handback
After settlement the property piece is done and your client comes back to you for everything else.
Buyer's agency only. We do not provide credit, financial or tax advice.
Who to refer
The clients we help most, and the ones we will send back.
A good referral is one that lands. This is who that tends to be.
A good fit
Ready to act
Has a deposit or equity in place and wants to buy in the near term, not someday.
Data led
Wants to see the reasoning behind a market, not just a listing and a hunch.
Investment focused
Buying to build long-term wealth, with growth and holding costs both in view.
Wants a clear path
Values a written plan and a team that explains each step before it happens.
Not a fit
Off-the-plan buyers
We do not sell or recommend developer stock.
Lifestyle-first home buyers
Our research and process are built for investment purchases.
Get rich quick
Property is a long game, and we will not pretend otherwise.
Questions partners ask
Details that
matter to you.
The practical questions about how a referral runs.
Ready to refer your first client?
Start with a partner enquiry. Ruben reads every one himself and will set up a short call.
It starts with a 15-minute fit call with Ruben.