GET YOUR RATE

Referral Partner Portal

Refer. Track. Stay informed.

YES Track gives referral partners one place to submit finance opportunities and maintain visibility as their clients move through the finance process.

Built for mortgage brokers, accountants, dealers and professional referral partners working with Yes Approved.

Sign Up for YES Track Existing Partner Login
✓ Submit client referrals online
✓ Track application progress
✓ Attractive referral arrangements
YES Track referral tracking portal
Partner Portal
01 Refer
→
02 Track
→
03 Settle
40+ Australian Lenders
Consumer & Commercial Asset Finance
One Portal Referral Visibility
Australia Wide Partner Support

Built For Referral Partners

Keep visibility after the referral

A client introduction shouldn't disappear into a black hole. YES Track is designed to give partners a clearer view of what's happening after a finance opportunity is referred to Yes Approved.

✓

Submit Referrals

Send new finance opportunities to Yes Approved through a central partner portal.

✓

Track Progress

Maintain greater visibility as your client's finance application progresses.

✓

Stay Connected

Keep the asset finance conversation connected to your existing client relationship.

$

Referral Commissions

Eligible referral partners can access competitive referral commission arrangements agreed as part of the partnership.

Simple Partner Workflow

From client opportunity to settlement

YES Track sits between your client relationship and our finance process, helping make the referral journey easier to follow.

1
Identify the opportunity

Your client needs a car, business vehicle, equipment, truck or another financed asset.

↓
2
Submit the referral

Send the client through YES Track when they're ready to engage with us.

↓
3
We manage the finance

Our brokers assess the scenario and guide the client through the finance process.

↓
4
You stay informed

Follow the referral and maintain visibility through the finance journey.

Partner Registration

Sign up for YES Track

Complete the onboarding below and we'll set up your partner access. Your details, referral terms and required acknowledgements are handled in one place.

1 Details
2 Agreements
3 Declaration

Partner details

Tell us who you are and the business you're referring from.

Partner type guidance

Step 2

Referrer terms

Please review the key terms that apply to referrals made through this arrangement.

Yes Approved Referrer Terms

If you refer potential borrowers to Yes Approved Pty Ltd, you are agreeing to the key referrer terms below.

  • Referrals must be incidental to another business you are carrying on.
  • You must not charge the consumer a fee for the referral.
  • You may inform the consumer that Yes Approved can arrange loans and leases, but you must not specify a particular product or provide recommendations or advice concerning loans or leases.
  • You must inform the consumer of any commissions or other benefits you may receive.
  • You must obtain the consumer's consent before passing their name, contact details and a short description of the purpose for which they may want credit or a lease.
  • You must pass the consumer's contact details to Yes Approved within five business days of informing the consumer that we may assist.

Referral payments & RCTI

Complete this section only if referral payments are to be processed through an RCTI arrangement.

RCTI information

Provide the supplier information below if referral payments are to be handled under this arrangement.

Recipient Created Tax Invoice Agreement

For Suppliers Registered for GST

This agreement is between Yes Approved Pty Ltd trading as Yes Approved Finance & Loans, ABN 18 154 252 132, and the Supplier.

Conditions of Agreement

  • The Recipient will issue a Recipient Created Tax Invoice in respect of supplies made by the Supplier.
  • The Recipient shall issue a copy of the RCTI to the Supplier and retain the original.
  • The Recipient shall issue a Recipient Created Adjustment Note to the Supplier in relation to adjustment events.
  • The Supplier shall not issue tax invoices in respect of the supplies.
  • The Supplier acknowledges that it is registered for GST when it enters into the agreement and will notify the Recipient if it ceases to be registered.
  • The Recipient indemnifies the Supplier for liability for GST and penalty arising from an understatement of GST payable on specified supplies received on a tax invoice issued by the Recipient.

Step 3

Declaration & signature

Type your full name to confirm your acknowledgements and request activation.

No obligation to refer business

Registration activates your YES Track partner access and records your acknowledgements. No client-sensitive information is collected through this onboarding form.

We'll review your registration before activating access.
✓

Registration received

Thanks. We'll review your onboarding and activate your YES Track access shortly.

YES Track Login Visit Partner Hub

What Happens Next

We'll get you set up

1

We review your registration

Your partner details and acknowledgements are checked by the Yes Approved team.

2

Your access is activated

We set up your YES Track profile and partner access.

3

Start referring

Log in to submit finance opportunities and follow your referrals.

Partner Support

Have a client scenario before you sign up?

Send us the scenario first. You can check whether there may be a suitable finance pathway without completing a formal client referral.

Run a Client Scenario Visit Partner Hub
Excellent
yesapproved.com.au5.0
Based on 394 reviews
See all reviews
review us on
Adam M.
5 days ago
Great communication. Highly recommend Steve and Josh. Also was very quick turn around periods. Will definitely use them in the future
Soheil M.
1 week ago
Excellent service from start to finish. Dan was quick to respond, easy to communicate with, and nice to deal with. The whole process was handled smoothly and efficiently, and he kept me informed along the way without any unnecessary hassle. Would definitely recommend to anyone looking for a reliable loan broker. Really appreciated!
Geordie P.
2 weeks ago
I had a fantastic experience working with Dan from Yes Loans. He was professional, responsive and incredibly easy to deal with throughout the entire process. Communication was excellent from start to finish and he always responded quickly to any questions or queries I had. Dan made the whole process feel simple, smooth and stress-free. I really appreciated how efficient and helpful he was every step of the way. I couldn’t recommend Dan highly enough to anyone looking for a professional, reliable and easy finance experience.
Cameron W.
2 weeks ago
michael G.
1 month ago
Daniel was excellent to deal with and made the finance approval process smooth as possible. Couldn't recommend Yes approved finance & loans higher, great to work with.
Casper C.
2 months ago
Dan was so helpful and attentive to our needs for our loan. Thank you so much! Great service, friendly and understanding.
Brody P.
2 months ago
Great customer service, Dan was very easy to work with!
Kelly C.
2 months ago
Great service/helpful and fast! Highly recommended. Thanks Josh
Portland J.
2 months ago
Great service, prompt and friendly.
BAB B.
2 months ago
​I highly recommend Daniel for anyone looking for financial vehicle support. As a professional advisor, he helped me secure financial support to buy a brand-new car. I was deeply impressed by his professionalism, responsibility, and passion for answering all my questions. He made the finance application quick and seamless. . Thanks. Babak.5/5 stars!
Vanessa W.
2 months ago
Excellent customer service Easily accessible with the best advice Definitely would access their services again
Billy G.
2 months ago
Josh made the whole finance process simple and stress-free. He was professional, knowledgeable, and always quick to answer any questions. Highly recommend Josh if you’re looking for honest advice and great service!
Jisola L.
2 months ago
Amazing customer service from Cooper, so reliable, efficient and extremely easy to communicate with. He was very attentive and responsive towards his service. Highly recommend!!!
Katelyn S.
2 months ago
Dan was responsive and gave me a variety of options to choose from. Once I decided on the path forward, he was incredibly quick in finalising the loan and communicated with me throughout! Thanks for all your help, Dan.
Rainbow Touch P.
2 months ago
⭐⭐⭐⭐⭐ I had a great experience with Dan from Yes Approved Finance and Loans. I was originally going through the dealership’s finance, but something didn’t feel right, so I decided to explore my own options. I’m really glad I did. Dan was honest, transparent and incredibly helpful throughout the whole process. Everything was handled quickly, communication was excellent, and he kept me updated every step of the way. He made the entire process smooth and stress-free. I highly recommend Dan and Yes Approved Finance and Loans to anyone looking for professional, trustworthy finance advice. Thanks again for all your help!
Stuart G.
2 months ago
Very easy to deal with and they work for you.
nick A.
2 months ago
Excellent to deal with made the process really easy and stress free
Hanna G.
2 months ago
I had such a great experience with this finance company. The process of financing my car was quick, smooth, and stress-free. The steps were super easy to follow, and the team made everything simple from start to finish. They were helpful, professional, and made getting my car finance sorted so easy. I would definitely recommend them to anyone looking for a hassle-free finance experience!
Robert S.
2 months ago
Thanks to Dan for all the help and making my loan process so easy
Papo S.
2 months ago
Josh very helpful and very patient with me.without his help i cannot get a loan from a lender.appreciated all hos hard work🙏🏻
Peter
3 months ago
Exceptional service, loan was organised quickly and with minimum fuss. The team were very responsive and helpful throughout the process.
Lorelai
3 months ago
Dan was extremely helpful, good at giving me the info I needed and he was quick he didn’t leave me waiting days for a response
Anthony H.
3 months ago
Couldn't rate Dan highly enough for his help throughout the process of purchasing a new vehicle for my business
Fiona E.
3 months ago
Can’t thank Daniel George enough for his amazing efforts in finding a lender & solution for me! He’s gone above & beyond! So grateful & would highly recommend him to anyone. Especially if you have a complex situation like I did.
Shona D.
3 months ago
My 1st time getting car finance and with not being in Australia very long I didn’t think it would be possible. But Steve & Josh have been absolutely amazing and made the whole process stress free!! I can’t thank you both enough ☺️
Scroll to Top