📌 Quick Summary

Partner Connect makes it easy to diversify your business by referring clients to trusted AFG partners from within Suite360. Once your organisation is set up, brokers can connect with partners, submit referrals, and, for Compare & Connect, track referrals in real time.

🧭 When to Use This / Who It's For

Use this article if you're:

• An Approved Officer setting up Partner Connect for your organisation.
• A Loan Writer submitting referrals to Partner Connect partners.
• A broker wanting to understand the complete Partner Connect workflow.

This guide explains how to:

• Sign up to Partner Connect.
• Unlock partner integrations.
• Connect individual brokers to partners.
• Submit referrals through Suite360.
• Submit referrals through BrokerEngine (Compare & Connect only).
• Track referral progress in real time (Compare & Connect only).

📋 Before You Begin

Before using Partner Connect, ensure:

• You have access to Suite360.
• Your organisation has an Approved Officer.
• The Approved Officer has completed Partner Connect sign-up.
• The partner has been unlocked for your organisation.
• BrokerEngine referrals are currently available for Compare & Connect only.

🤝 Available Partners

Partner Connect currently supports the following partners:

Compare & Connect

Refer clients for electricity, gas and telecommunications comparisons with same-day connection services and competitive rates.

Bond Property Lawyers

Property lawyers and conveyancers specialising in residential property settlements and transfers.

AIA

Life and Health Insurance solutions designed to protect your clients and their families.

Broli Finance

Asset finance solutions including personal loans, novated leases, chattel mortgages and refinancing.

Marketplace Finance

Commercial lending solutions covering business finance, equipment finance and commercial property.

📋 Roles & Permissions

Key

• AO = Approved Officer
• LW = Loan Writer / Broker
• Admin = Support person/admin assistant (within the same org and has visibility on your contacts/deals) 

Only an Approved Officer can unlock partners. Brokers cannot connect until this has been completed.

Referral Entry Points – Not a BrokerEngine User or Don’t Have a Deal in Progress? Use This Guide to Choose the Right Referral Entry Point

Entry Point	When to Use		Contact or Deal?
Suite 360 / Partner Connect	Use Suite 360 / Partner Connect when the broker is not a BrokerEngine user and operates solely within Flex.    Use Suite 360 / Partner Connect when the broker has an existing customer contact but does not have an active deal or application in BrokerEngine. This provides a standalone referral pathway without the need for a BrokerEngine deal.    If the partner is not yet enabled for Referral API integration, Suite 360 / Partner Connect is the only available referral entry point. .		Contact
BrokerEngine – Partner Connect Widget	Use when an active deal/application already exists in BrokerEngine and the broker wants to submit a referral as part of the loan process.		Deal
BrokerEngine – Sync> Partner Connect	Use when a deal exists in BrokerEngine and customer/application details need to be synced into Partner Connect before referral.		Deal
BrokerEngine – Submit to AOL	Use when a deal exists in BrokerEngine and the referral is being initiated through the AOL workflow.		Deal

✅ Step-by-Step Instructions

Step 1 – Log in to Suite360

1. Log in using your Suite360 credentials.
2. Select Partner Connect from the main navigation.

Step 2 – Sign Up to Partner Connect

Approved Officer only

1. Open Partner Connect for the first time.
2. Review the Terms and Conditions.
3. Accept the Terms and click Sign Up.

Your organisation can now access available Partner Connect partners.

Step 3 – Unlock Partners

Approved Officer only

1. Select the partner you wish to enable.
2. Click Unlock 

3. Review the partner's:

• Terms & Conditions
• Referral requirements
• Commission information

4. Prior to clicking Submit, toggle between:

1. Unlock Only - By unlocking your organisation, your loan writers gain access to enable referrals from your brokerage upon connecting. We’ll notify your brokers via email to share this exciting update. You won’t be connected yet, but you can choose to connect whenever you wish.
2. Unlock and Connect - By unlocking your organisation, your loan writers gain access to enable referrals from your brokerage upon connecting . We’ll notify your brokers via email to share this exciting update. By Unlocking and Connecting you will now be enabled to and connected to the partner’s referral program and you will be able to seamlessly refer clients.

5.  Click Submit

Once unlocked, brokers within your organisation receive an email advising the partner is now available (excluding Marketplace Finance).

Outcome

The selected partner is now available for brokers within your organisation to connect.

Step 4 – Connect to a Partner

Broker

1. Select Connect beside the unlocked partner.
2. Accept the partner's Terms and Conditions.
3. Select Connect.

Outcome

Your broker profile is connected and ready to submit referrals.

Step 5 – Submit a Referral

Partner Connect supports two referral entry points.

Option 1 – Suite360

Available for all partners.

1. Open Partner Connect.
2. Select the Refer tab.
3. Search for your client.
4. Confirm the pre-filled client information.
5. Read the consent statement to your client.
6. Confirm consent.
7. Complete any partner-specific fields.
8. Click Submit Referral.

★ NEW - Option 2 - BrokerEngine 

Compare & Connect only

1. Open the client's application in BrokerEngine.
2. Within the deal dashboard, Click Sync> Select Partner Connect
3. Review the pre-filled client information.
4. Read the consent statement.
5. Confirm client consent.
6. Complete any additional fields.
7. Select Submit Referral.

Important

Client consent is mandatory. The Submit button remains disabled until consent has been confirmed.

Some partners request additional information, such as preferred contact time or service type.

For Broli Finance, portal login details will be emailed within 24 hours of connecting. Other partners are available immediately after connecting.

Outcome

Your referral has been submitted successfully.

For Compare & Connect referrals, you'll also be able to monitor progress in the Track tab.

★ NEW – Step 6 – Track Your Referrals

Compare & Connect only

The Track tab provides real-time visibility of every Compare & Connect referral from submission through to settlement.

Access the Track Tab

1. Open Partner Connect.
2. Select Track.
3. Your referral history loads automatically.

What You Can Do

• View submitted referrals.
• Monitor live status updates.
• See settlement progress.
• View referral history.
• Identify referrals requiring follow-up.

Status Guide

Status updates are automatically pushed from Compare & Connect via the Referral API.

Step 7 – View Commissions

You can view commission details in Flex once it’s been paid. 

❓ Frequently Asked Questions

How quickly are status updates received?

Updates are sent automatically and generally appear within a few minutes.

Can I cancel a referral?

No. Contact Compare & Connect directly if your client wishes to withdraw.

My referral isn't showing.

Allow up to 10 minutes. If it still isn't visible, contact AFG Partner Connect Support.

How long do referrals remain open?

Approximately 60 days before automatically closing if no outcome is reached.

I currently use Move me In integration via BrokerEngine 

Move Me In will remain available for a short transition period, giving you time to become familiar with the new referral experience before further changes are introduced.

💡 Tips & Common Issues

✅ Only an Approved Officer can unlock partners.

✅ Brokers must connect to a partner before submitting referrals.

⚠️ Always review each partner's Terms & Conditions before unlocking. Commission structures and referral requirements differ between partners.

⚠️ BrokerEngine referrals and the Track tab are currently available for Compare & Connect only.

🚀 Next Steps

Once you've connected to a partner, you can:

• Start referring clients through Suite360.
• Refer directly from BrokerEngine (Compare & Connect only).
• Monitor referral progress through the Track tab.
• Connect to additional partners as they become available.