Rate Money

Rate Money are the self-employed specialists who take the hard work out of finance with our team of experts.


Our business was founded by a team of experienced mortgage professionals in July 2019. Our goal was to establish a lending model to support self-employed business owners with their financing needs. Since inception we have grown the business to 16 independently owned ‘Brand Partners’ across NSW and VIC. We have plans to grow to 30 experienced Brand Partners in the next 24 months.
Our team has grown with our expansion to include a wealth of experience across all areas of management, credit, compliance and operations. Not only has our team grown, so has our reputation. This year we were nominated as Finalists in the Australian Lending Awards for two categories: Best Self-Employed Lender of the Year & Best Specialist Lender of the Year.

Rate Money North Sydney NSW, Australia
08 Oct, 2021
Full time
Rate Money is a market-leading team of experienced mortgage professionals. The organisation is focused on supporting self-employed clients with their financing needs by offering bespoke solution-driven loans. We distribute via trusted Branch Principals to enable them to promote our lending options to their customers. We are looking to recruit a Settlements Officer to support our growing network. Responsibilities include: Servicing our customer inbound enquiries via phone and email. Liaising with multiple funders to assist in settlement and post settlement service requests. Assisting with home loan settlement process including liaising with solicitors and funders. Some outbound follow up calls to customer will be required. Assisting with conflict resolution for our customers. About you: Must have customer service experience (min 3 years) Must have a passion for going above and beyond customers expectations to resolve any enquiries Must have excellent...
Rate Money North Sydney NSW, Australia
08 Oct, 2021
Full time
Rate Money is a market-leading team of experienced mortgage professionals focused on supporting self-employed clients with their financing needs by offering bespoke solution-driven loans. We distribute via trusted branches to enable them to promote our lending options to their customers. As Rate Money Operations Coordinator, this is an incredible opportunity to be involved with all aspects of the Rate Money business, giving you exposure to marketing, credit, compliance, and more. You will also play a major part in the Rate Money experience by assisting with the onboarding for all new branches plus our CRM and company-wide Intranet. You will be working with a small (but fast growing!), highly motivated team and be involved in all parts of the business. Huge potential for career progression for the right person in this role.  Responsibilities include: Daily, weekly and monthly reporting to Executive Team and entire network Assist with onboarding and accreditations process...
Rate Money North Sydney NSW, Australia
08 Oct, 2021
Full time
Rate Money is a market-leading team of experienced mortgage professionals focused on supporting self-employed clients with their financing needs by offering bespoke solution-driven loans. We distribute via trusted Branch Principals to enable them to promote our lending options to their customers. As the Rate Money in-house Business Development Manager, you will be supporting the national sales team and Branch Principals. You will play a pivotal role in the sales team, supporting them while they are on the road plus being the point of contact for all loan writers in the network. You will be working with a small (but fast growing!), highly motivated team and there is huge potential for career progression for the right person in this role. Responsibilities include: Manage escalations and scenarios from Branch Principals whilst ensuring all these are actioned within a timely manner. Workshopping scenarios across different funders. Provide and maintain pipeline reporting....