Tag Archives: Tips & Tricks
Valuation Services

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 [...]

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Improve application conversions with more accurate valuations

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 [...]

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Getting the most from available opportunities

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 [...]

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Tips & Tricks – Add Mapping to your presentations and seal the deal

Tips & Tricks – Add Mapping to your presentations and seal the deal

People can be very visual creatures, meaning that a listing presentation filled primarily with statistics or data comparables can be a little dry and boring. You can improve your presentations as well as your chances of securing listings by adding interesting and intuitive content from RP Data Mapping to drive home your message. Preparing a [...]

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Answers on the move for brokers with rp.mobile pro

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 [...]

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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 [...]

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Three key ways to retain your clients

The key to retaining your current clients is communication.  While the transaction side of mortgage and finance broking is essential, developing and maintaining strong relationships with your clients is vital to retaining their business  and growing yours. This doesn’t necessarily mean a lot of extra effort on your part. Here are a few simple ways [...]

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cycle of sales

Tips & Tricks – Planning your week

By Gil Davis If you are like most salespeople, your selling record will go through a series of peaks and troughs which will look something like the graph below: In this example, the average income to the office is approximately $16,500.  Now imagine you could get rid of the down bits – those months where [...]

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Finding quality leads with an RP Data On The Market® report

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 [...]

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Tips & Tricks – Three ways to improve the bottom line even when you are on the move

The rp.mobile pro app for the iPhone gives RP Powered Professionals exclusive access to the RP Data property system while out in the field.  With instant access to property details, a range of pricing information, as well as recent sales and on the market history, rp.mobile pro offers a whole suite of property information and [...]

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