6 productivity tools to improve mortgage broker efficiency

Posted by Nick Allen on Nov 28, 2018 8:43:06 AM

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.

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Topics: Mortgage Broker, mortgage, Mortgage, lead generation, onboarding, mortgage adviser, technology

7 Benefits of using automated document collection systems

Posted by Nick Allen on Nov 21, 2018 3:07:13 PM

 
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.

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Topics: mortgage, lead generation, document collection, marketing, data privacy

Generating leads for Mortgage Brokers in 2019

Posted by Nick Allen on Nov 15, 2018 2:51:05 PM

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.

   
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Topics: mortgage, lead generation, Mortgage Broker, facebook, marketing, telemarketing, Google Ads

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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