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 Broker, mortgage, Mortgage, lead generation, onboarding, mortgage adviser, technology
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: document collection, mortgage, Mortgage Broker, client onboarding, testimonial, case study, mortgage adviser
