🔗 Referral link / Lead Gen link

Your unique lead gen capture link where anyone who visits can initiate a Discovery Journey with you.

Getting there

1. Access the User menu
2. Select 'Manage account'
3. You'll now be in the 'Profile' section
4. Select 'Referral link' in the left hand side navigation

Using your link

Simply copy the URL and place it on your website, generate a QR code from it for clients to scan, or send it directly in an email - it's completely up to you!

Any Discovery Journey created using your link will use the same preferences set in Preferences for Credit Guide auto-send and Equifax data enrichment.

What your client sees

When your client accesses your link, they'll be directed to the screen above. From there they can select the loan purpose and if they want to invite a co-applicant to join.

Email updates

After your client hits 'Get started', you'll receive an email notification that a Discovery Journey was created. We'll also send an invitation link to the the Secondary applicant (if applicable).

Dual applicant progression

For two applicant scenarios, after progressing past the initial form, the Primary applicant can continue to declare the primary property details and their own Personal details. Once they reach the first step of Financials section (Bank connections screen) they'll be blocked from progressing. The Secondary must log in to accept our terms of use and choose to either let the Primary declare details on their behalf, or add their own details. Learn more about Primary vs. Secondary applicant experience.

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Kiwi Brokers

We don't offer Bank connections in New Zealand. All finances are declared manually by the applicants.