Setting up a customer-focused business for success

Referrals and word-of-mouth marketing form the backbone of most mortgage broking businesses.  Which makes a mockery of why regulators and Royal Commissions cannot get their heads around commissions and the conflict of interest issue.  Why is it that…

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Want to know the secret of converting more leads?

It’s all about having the right PROCESS. And not just one generic process, but a process for each client type. That is what makes all the difference! In our game, having a ‘one size fits all’ qualification process…

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Why you need to focus on your existing customers

The mortgage industry traditionally is focused on acquiring new customers. All you need to do is take a look at the way banks and lenders advertise their latest home loan rates, and how they treat their customers. Here…

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How to market with a (almost) zero marketing budget

  One of the biggest challenges that any new mortgage business will face is how to acquire customers. This challenge is faced by more established businesses as well. I would contend that marketing is a never-ending activity, and…

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Be clear about the services you provide

Credit Advisers or Mortgage Brokers must be clear on, and able to articulate, what they do for their clients. Good mortgage brokers have a formal client engagement process, which means that they are able to communicate the services…

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