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.

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!

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.

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... 

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.

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.

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.

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.

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. 

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.