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.

Read More

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

Clinton Waters of Axton Finance on technology and tools for Mortgage Brokers

Posted by Nick Allen on Nov 23, 2018 7:45:47 AM

 

Clinton has been in the business for 17 years providing top service out of Hawthorn, Melbourne to Australian home owners.

Working with over 25 bank and non-bank lenders, including the “big four”, the team at Axton Finance pride themselves in giving: No run-around, no jargon, no worries, service.

I had a chat with Clinton as he's a like minded techie - not afraid to make use of cloud tools to improve his business. So let's hear from Clinton.

Read More

Topics: client story, Mortgage Broker, technology, software, document administration systems

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.

   
Read More

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.  

Read More

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.

Read More

Topics: document collection, mortgage, Mortgage Broker, client onboarding

Start using FileInvite for FREE

No Credit Card Required. All Features Included