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.
Topics: Mortgage, lead generation, onboarding, mortgage, Mortgage Broker, mortgage adviser, technology
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.
Topics: lead generation, mortgage, document collection, marketing, data privacy
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, digital marketing needs to be a part of your overall mortgage broker business plan.
We’ve invited Marius du Preez to spill the beans on the best lead gen options for mortgage brokers in 2019 and beyond.
Topics: lead generation, mortgage, Mortgage Broker, marketing, telemarketing, facebook, Google Ads
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.
Topics: client onboarding, mortgage, document collection, Mortgage Broker, testimonial, mortgage adviser, case study
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.
Topics: client onboarding, mortgage, document collection, Mortgage Broker
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.
Topics: lead generation, client onboarding, mortgage
