Tag Archives: Finance
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Tips & Tricks: Increase referrals with rewards and donations

Donating to charities and sponsoring special causes is becoming increasingly important for clients and companies alike. Many clients are now asking what charitable and social policies are in place prior to engaging a company in business. A recent article in Australian Broker Online1 told of a former broker who has established a charity ‘Do you [...]

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Tips & Tricks: You’ve got mail!

Article by Deena Janes of Your Client Matters. Six years ago we could send out a paper newsletter and the phone would ring. Three years ago we could send an e-newsletter and the phone would ring. Now we are bombarded with so much marketing on a day to day basis that it is hard to [...]

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Tips & Tricks: Your Marketing Matters

Deena Janes from Your Client Matters talks about having regular marketing campaigns to ensure you are reaching your client base in a timely manner. Last month we talked about how to get more referrals from real estate agents. This month we are focusing on having a regular communication strategy with your clients to ensure every [...]

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Tips & Tricks: Attract buyers with a CMA

Tips & Tricks: Attract buyers with a CMA

RP Data has observed more and more mortgage brokers using Comparative Market Analysis (CMA) reports to promote engagement with property purchasers and as a key component of marketing campaigns. A direct marketing campaign which offers local statistics for the area and, upon request, a free detailed report on a property with no obligations could prove tempting [...]

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Tips & Tricks: Uncertain times call for old fashioned service for Finance Brokers

First the Reserve Bank of Australia decided to leave the cash rate on hold, then the four major Australian banks increased their interest rates out of cycle with the RBA and the following week posted their profit for the quarter, which is up 7% for CBA and NAB. In these ever changing times many are [...]

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Tips & Tricks: Looking for leads? How to stand out in your local area!

Deena Janes from Your Client Matters talks about standing out in your local area and achieving great leads. Most brokers have strategic alliances with Real Estate Agents, Financial Planners and/or Accountants. Although we know there are brokers who have an excellent referral strategy with these partners, most tell me that the leads from these sources [...]

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Tips & Tricks – Referral strategies that work…

Tips & Tricks – Referral strategies that work…

Deena Janes from Your Client Matters talks about referral strategies that work. It’s very interesting this notion of referral strategies. As I travel the country presenting to mortgage brokers I find one common theme… We all rely 100% on referrals to sustain our business but many businesses have a very small percentage of their clients [...]

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Tips & Tricks – Using the mapping tool to gain more buying interest

All Real Estate agents want to use as many positive facts possible to market a vendor’s property. One of the key benchmarks many buyers look at when in the market to buy property is its nearby surroundings, i.e. the distance the property is from schools, supermarkets, transport systems, CBD, recreational parks and so on. In [...]

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Tips & Tricks – Great ways to retain your clients

Deena Janes from Your Client Matters talks about client retention We all hear about it. We all know we should do it, but why is client retention so important to us as business owners? We get a client, we want to keep them…for life! After all we earn trail income from them, we don’t want [...]

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New! Property Listing and Agency Campaign view

We have recently released a NEW way to view the On the Market History of a property in RP Professional. It’s now even easier to understand how many times the property has been listed over the years; how long it was on the market for and which Agencies listed the property. There are two tabs [...]

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