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

5 quick tips on how to get leads for mortgage brokers

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. In fact, most mortgage brokers using FileInvite, rank lead generation in the top three of their business plan priorities.  
 
To give you an idea the number of people searching for the term Mortgage Broker in Australia grew 96% in the first week of 2019. New year, new plans I guess... With that in mind here is our preliminary checklist for high performing mortgage professionals to make the most of leads.
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Topics: mortgage, lead generation, client onboarding