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!
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.
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.
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.
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.
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.
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.
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.
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.