How Bull Invest works with mortgage brokers, and what it means for your clients.
Built by brokers. Built for brokers.
Bull Invest was built because brokers kept running into the same wall. You get a client investment-ready, and then watch the opportunity dissolve. We exist to fix that. John Zada spent more than twenty years in finance and property, including time as a broker, before building Bull Invest to solve the problem he kept running into from both sides of the desk.
You can get them approved. But you can’t get them across the line alone.
Investment pre-approvals are a different animal. The capacity is there. The intent is there. But most brokers don’t have the infrastructure to convert that approval into a settled investment property, and that gap costs you the client.
Without a coordinated property strategy behind them, your clients do what most investors do. They search on their own, look close to home, chase listings on the public portals, and run out of runway before the approval expires. The ninety days disappears. The deal doesn’t happen. And the client blames the process, not themselves.
You did everything right. The outcome was wrong anyway.
The infrastructure most brokers don’t have. Now yours.
Three things set us apart from every other referral option in the market:
We close investment pre-approvals.
We step in the moment the approval is issued and build the strategy, source the property, and coordinate the settlement, fast enough that the pre-approval doesn’t lapse. Often within the month.
We operate in the wholesale market.
Your clients don’t get access to what everyone else is looking at on Domain and realestate.com.au. They get access to the hidden, off-market wholesale pool, properties sourced through developer and industry relationships before they ever reach the public. That’s not something most brokers can offer. It’s not something most referral partners can either.
Your clients get a specialist accountant and a dedicated research analyst.
Not a generalist. Not someone who does a bit of property on the side. A specialist investment accountant who reviews their full financial position and builds a real strategy first, and a property research analyst who assesses 15,000+ suburbs against a strict research framework to find the right property for that strategy. Your clients get a team working from a single plan. That’s the value-add that sets your business apart.
Bull Invest is the property investment business on YBR’s preferred services panel.
Bull Invest sits on the preferred services panel for Yellow Brick Road, one of Australia’s national mortgage broking networks, with approximately 2,000 brokers. Every YBR broker can engage Bull Invest to talk to their clients about investing in property, whether that conversation happens before a client applies for an investment loan or after they’ve already received pre-approval.
It’s a different kind of referral. Most property referrals lead a client to a strategy shaped around a property someone is trying to sell. Ours starts with an accountant, building a strategy around the client’s actual financial position before any property enters the conversation. When you refer a client to Bull Invest, you’re not handing them off to a sales process. You’re handing them to the same kind of rigour you’d want applied to your own finances.
You become the broker who can do more than finance.
Most brokers compete on rate and service. You can compete on outcomes.
When you partner with Bull Invest, you’re not referring clients away. You’re extending what you can offer them, investment strategy, wholesale property access, and specialist accounting, all coordinated, all feeding back into finance with you as the broker of record.
Every property in their strategy needs finance. Every future purchase comes back to you. A client who might have been a single transaction becomes a ten to fifteen year relationship, across multiple properties, with you involved at every stage.
You stay the broker. We fill the gap you couldn’t fill alone.
WHY BROKERS PARTNER WITH BULL INVEST
A genuine extension of your business, not a referral that disappears.
Four reasons it’s worth the conversation.
Close more investment pre-approvals.
You get the approval. We get it across the line. Pre-approvals convert into settled properties instead of expiring quietly.
Offer something the rest of the industry can’t.
Wholesale market access and an accountant-led strategy aren’t things a client can find through a Google search. You become the broker who opened that door.
Add real value to your client relationships.
Referring your clients to specialist investment accountants with their own research analyst team isn’t a handoff. It’s an upgrade to what you already offer.
Stay the broker for every purchase that follows.
Every property in the strategy needs finance. You’re built into the plan from day one, not replaced by it.
Four reasons it’s worth the conversation.
Close more investment pre-approvals.
You get the approval. We get it across the line. Pre-approvals convert into settled properties instead of expiring quietly.
Offer something the rest of the industry can’t.
Wholesale market access and an accountant-led strategy aren’t things a client can find through a Google search. You become the broker who opened that door.
Add real value to your client relationships.
Referring your clients to specialist investment accountants with their own research analyst team isn’t a handoff. It’s an upgrade to what you already offer.
Stay the broker for every purchase that follows.
Every property in the strategy needs finance. You’re built into the plan from day one, not replaced by it.
The strategy comes from an accountant. Not a salesperson with a property to move.
Most referral options in this industry have a financial interest in pushing one property over another. That creates a conflict your clients will eventually notice, and when they do, it reflects on whoever sent them there.
Bull Invest starts from a different position. The specialist accountant reviews your client’s actual numbers before any property is on the table. The research analyst finds opportunities from the wholesale pool that match the strategy. The property follows the plan, not the other way around.
That’s why brokers can refer with confidence. And it’s why their clients come back.
Start a conversation about what this looks like in your business.
If you’re running into the same wall, pre-approvals that lapse, clients who buy the wrong property or don’t buy at all, this is worth twenty minutes of your time.
