As a mortgage lender, you're likely working with multiple clients at any one time. To process and close their mortgages, you need a host of documents. The busier the season, the more documents you're juggling and trying to manage in your email inbox.
Mortgage broking is all about providing excellent service to existing clients while chasing new leads. Finding the time to do both is not easy, especially given the amount of paperwork that’s involved.
Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone.
We all know its crucial, but many of us struggle with the mechanics.
Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority.
Clinton has been in the business for 17 years providing top service out of Hawthorn, Melbourne to Australian home owners.
Working with over 25 bank and non-bank lenders, including the “big four”, the team at Axton Finance pride themselves in giving: No run-around, no jargon, no worries, service.
I had a chat with Clinton as he's a like minded techie - not afraid to make use of cloud tools to improve his business. So let's hear from Clinton.
If you’re responsible for the daunting processes of getting supporting documents, collected, reviewed, corrected and signed-off, you’ll know all too well how frustrating the process can be.
The best strategies for Lead Generation in 2019 and beyond.
Want to generate leads for your mortgage brokerage outside of referrals and word of mouth?
If you want to survive in 2019 and beyond, you have learn the ins and outs of digital marketing.
We’ve invited Marius du Preez to spill the beans on the best lead gen options for mortgage brokers in 2019 and beyond.
We had a great chat with Sarah Bloxham of Let's Talk! Mortgages & Insurance about systems and tools for getting mortgage documents from clients.
Hear how Sarah has grown her business exponentially over the last two years, adding personal insurance and Kiwisaver (superannuation) to the services she offers clients.
We caught up with David Windler, New Zealand Mortgage Broker Of The Year (and FileInvite client) to talk about increasing volume and efficiency in the mortgage business.
Hear how he manages VERY large volumes of supporting documents for loan applications.
Find out below why FileInvite is a far superior alternative when looking for a file request and document collection system!