Following on from our articles from the last two weeks, “Become a trusted adviser with RP Data”, here are a few more ways to increase client retention… Keeping up-to-date on the property market might seem time consuming and you would probably prefer to be at the beach. However, there are many easy-to-use tools in RP [...]
Tag Archives: Mortgage broking
Tips & Tricks: Become a trusted adviser with RP Data (part 2)
Following on from our article last week, “Become a trusted adviser with RP Data” here are a few more ways to increase client retention… Bricks and mortar are still a key component in the investment portfolios of Australians, so becoming a ‘go to’ person for your client’s property related matters makes sense and will assist [...]
Improve application conversions with more accurate valuations
Accurate property valuations are essential to the successful and hassle-free completion of the mortgage application process. An application that doesn’t match with the valuation by a lender is more likely to run into problems along the way. Mortgage and finance brokers can save time and effort by ensuring that the property value is in line [...]
Getting the most from available opportunities
A smaller number of first home buyers on the market means that a greater percentage of a mortgage or finance broker’s business is likely to come from current home owners looking to refinance or take out a new loan to purchase property. By helping your current clients, or by finding new clients looking to reinvest [...]
Answers on the move for brokers with rp.mobile pro
Mortgage and Finance Brokers are busy people, dealing with the needs of numerous clients, often at the same time. As such, brokers need the right tools to be able to help their clients and maintain their business at any time and in any place, often while on the move and away from their office. Being [...]
Ways to prepare to help your clients
Nothing makes people happier than instant results. In the same way that a TV chef will skip over the tedious baking process with a “Here’s one I prepared earlier,” a mortgage or finance broker can offer a client exactly the services required for their financial situation, provided they prepare in advance. Here are some ways [...]
Finding quality leads with an RP Data On The Market® report
A casual observer could be forgiven for thinking that a quiet market means less business for finance brokers. While this may be the case for some, for finance brokers with the right tools, business is good. Many finance brokers will tell you that once they get to the interview situation, the loan is as good [...]
Quickly complete compliant applications with RP Data
When market activity is down, every transaction counts. Each loan application that comes your way needs to be processed for approval as quickly and carefully as possible to maximise its likelihood of approval. Considering a client’s credit worthiness, taking into account their income and expenses, is an essential part of the application process, but can [...]
Protect your valuable trail with Property Monitor
With sales activity in the market down by 17% on average over the last 12 months, it’s more important than ever to maintain a good relationship with your existing customers and help them refinance where required. To remain the preferred mortgage broker for your current clients, you need to be the first to contact them [...]
Do more than sell home loans
There has been a lot of discussion in the finance industry around cross-selling and the need for Finance Brokers to broaden their product offering and income stream. A common response may be that Finance Brokers are not Insurance Brokers or Financial Planners. This is a very short-sighted view, as many Insurance Brokers and Financial Planners [...]
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