Joel Wyld: Improving conversion rates with lenders and increasing mortgage broker referrals

Posted by Nick Allen on Feb 22, 2019 2:17:53 PM

We recently talked to Joel Wyld, director the North Sydney based company, Peasy.  Joel is a progressive Mortgage Broker, yet his tips on business strategy would be valuable to any professional.

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Automation: HR contract management and employee onboarding

Posted by Nick Allen on Feb 14, 2019 5:03:21 PM

Work is flooding in and the boss is panicking about organising new staff. If your first move is to start firing off emails to the new hires, STOP!

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Topics: document collection, technology, document administration systems

Mortgage Broker Website: Design and Content, the key elements.

Posted by Nick Allen on Feb 14, 2019 10:27:57 AM

Do you have serious plans for your mortgage broker business to be your main source of income at any point in the future? Then creating a website and an online presence outside of Facebook, LinkedIn or your listing in industry portals is a must.

Any “serious” broker, irregardless of their client base and volume of business, should have a website. At least so that they: can be found by Google when people search, to describe their services, to display testimonials and to share a simple way for them to be contacted.

Here's our pick of key elements when designing and building the perfect Mortgage Broker Website.

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Topics: Mortgage Broker Marketing, mortgage broker website

Post Royal Commission - The future for Mortgage Brokers is providing exceptional customer experience

Posted by Nick Allen on Feb 8, 2019 2:14:17 PM

Australian Mortgage Brokers are all concerned with the proposals highlighted in the reports released this week from the Royal Commission into Misconduct in the Banking, Superannuation
and Financial Services Industry.

In the credit space, the Royal Commission proposals ultimately hope to ensure responsible lending and the borrowers’ best interests are addressed, yet their recommendations seem counterproductive... 

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Topics: mortgage brokers, royal commission

How to get going with FileInvite

Posted by Nick Allen on Jan 31, 2019 11:50:47 AM

Collecting documents from clients can be a headache. Every minute you spend chasing this paperwork, printing, signing, scanning and emailing the documents back and forth, is less time you have to bring in new business.

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Topics: document collection, technology, document administration systems

Receive large files from clients with FileInvite

Posted by Nick Allen on Jan 18, 2019 3:39:18 PM

If you’re like me and have struggled with receiving large files from clients then having software for document collection like FileInvite could be the solution you're after. Our platform really comes into its own with the collection of multiple large files, when you need to describe to your client exactly what you're after and get all your documents back in a timely fashion.

But beyond having the right platform, here are our 5 steps to streamline the process of receiving large files from clients.

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Topics: client portal, receive large files from clients, large files, receive large client files

Marketing your mortgage broker business

Posted by Nick Allen on Jan 16, 2019 10:01:00 AM

It probably seems obvious but if you don’t market your business, you won’t succeed. You might have the best mortgage broking game in the marketplace but that means nothing if potential customers don’t know about it.

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Topics: Mortgage, lead generation, onboarding, Mortgage Broker, marketing, document administration systems

An alternative to Adobe Send & Track

Posted by Nick Allen on Jan 14, 2019 11:07:00 AM

It’s the start of a new year and you know it’s going to be a big one for your business. You’ve got lots of potential clients on the horizon and you’re keen to start chasing leads.

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Topics: document collection, document administration systems, software

What to look for in a mortgage aggregator

Posted by Nick Allen on Dec 19, 2018 10:07:00 AM

 

Mortgage brokering is all about volume. The more leads you get, the more conversions you make, the more money you’ll earn.

Sounds easy. But how do you get the leads in the first place? And who’s going to do all the admin that comes with a growing business? Oh, and how do you stay compliant?

If you're a mortgage broker in Australia, one option is to join an Aggregator. 

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Topics: document collection, Mortgage Broker, mortgage adviser, software, aggregator selection

Tips to protect your online documents

Posted by Nick Allen on Dec 11, 2018 4:30:52 PM

Filing cabinets stuffed full of files have gone, faxes are ancient technology and photocopiers probably won’t be around for much longer. Security and compliance are core issues in any mortgage broker's business plan. Check out our four tips to get you heading down the right path. 

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Topics: document collection, document administration systems, security, data security