Sarah Bloxham - On mortgage document collection

Posted by Nick Allen on Nov 6, 2018 3:24:19 PM

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.  

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Topics: document collection, mortgage, Mortgage Broker, client onboarding, testimonial, case study, mortgage adviser

David Windler - On managing and collecting client documents

Posted by Nick Allen on Nov 1, 2018 1:46:44 PM

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.

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Topics: document collection, mortgage, Mortgage Broker, client onboarding

Mortgage Professionals: 5 quick tips to capturing client leads from competitors

Posted by Nick Allen on Aug 17, 2018 1:45:39 PM

In the current environment competition for leads is ever growing. Ensuring that you are in the decision set for potential customers and even ahead of competitors is paramount.
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Topics: mortgage, lead generation, client onboarding

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