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Page 1: ways to grow your loan book. - The Adviser › better-business-summit › ...ways to grow your loan book. Proudly brought to you by We’ll help you settle more loans. At Finsure,

5 ways to grow your loan book.

Proudly brought to you by

Page 2: ways to grow your loan book. - The Adviser › better-business-summit › ...ways to grow your loan book. Proudly brought to you by We’ll help you settle more loans. At Finsure,

We’ll help you settle more loans.

At Finsure, we are dedicated to helping our brokers grow their business and achieve their full potential.

In this booklet, we outline 5 key ways we can help you grow your particular business, thanks to the comprehensive services we provide each and every one of our brokers.

If you have any questions about how Finsure can help you settle more loans, please get in touch with us via 1300 FINSURE (1300 346 787) or [email protected].

1 Embrace technology

Outsource administration

Diversify your revenue

Grow your referrals

Expand your skills

The 5 steps to grow your book

2

3

4

5

Page 3: ways to grow your loan book. - The Adviser › better-business-summit › ...ways to grow your loan book. Proudly brought to you by We’ll help you settle more loans. At Finsure,

1 Embrace technology

Over the last 5 years, there has been an influx of technology into the mortgage broker space, designed to help brokers save time, and give them more opportunities to generate new business.

At Finsure, we have developed our own market-leading online proprietary customer relationship management (CRM) platform, which has been built by brokers, for brokers - to help you stay organised and efficient.

Streamline your pipeline

When preparing a loan deal for your client, our CRM will take you step-by-step through the data input and submission process, ensuring that the deal is completed as thoroughly and quickly as possible.

Our CRM pipeline screen also allows every user to quickly see the status of each deal, be notified of any upcoming activities and get in touch with your clients (either through email or SMS).

Automation to save you time

Our CRM is able to automatically communicate with all associated parties with the loan. For instance, when the loan is formally approved, not only will the customer be automatically notified by email or SMS the instant this occurs, the system can also inform the Real Estate agent, accountant, conveyancer and/or solicitor of the loan progress.

A support team of experts

Our CRM support team is on hand to assist you with any technical questions. They can easily be contactable via email or over the phone, ensuring that any issues you face can be quickly and effectively resolved. Furthermore, a detailed PDF guide and library of training videos are available to all brokers.

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2 Outsource your admin

Is the time-consuming task of administration and loan processing keeping you from growing your business faster?

At Finsure, we believe in creating solutions and support that helps our brokers work as efficiently as possible.

Whether you’re operating as an individual broker or have a whole team behind you, our Broker Support program can help you with data entry, compliance documents, loan application forms and more.

Signing up to our broker support program gives you access to your very own dedicated support specialist, allowing you to settle loans faster.

Your broker support specialist will help you with:

• Data entry into our CRM• Generating compliance documents• Generating lender application forms & lender

checklists from ApplyOnline• Submission of loan application documents • Tracking of the application to settlement• Co-ordinating settlement with lender

If you would like to outsource your administration work,please get in touch with us via 1300 FINSURE (1300 346 787) or [email protected].

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3 Grow your referrals

Have you got a close relationship with your referral partners? If so, it may be an opportunity to leverage their resources to help grow both your businesses.

Run an information evening, where you and a couple of your referrers host a small 1 to 2 hour session for potential clients, informing them of your services and how they can benefit.

The benefits of this seminar are two fold – not only will you be able to promote your services to new clients (hopefully to those that have been brought along by your referrers) but your referrers can promote themselves to any of your clients that you’ve brought along, giving you a cut of any business that is generated through them.

Furthermore, you’ll be sharing any event costs so the expenses are kept to a minimum.

The key to this event is a good looking, engaging presentation, that deftly explains your key services and how any clients can benefit, as well as well-designed supporting collateral to leave with prospective clients.

The complete marketing solution

At Finsure, our team of marketing experts will be able to provide you with all the tools you need to promote your business. This includes assistance in developing your marketing strategy, advice on existing marketing campaigns, as well as the creation of any marketing collateral you may require. Our bespoke support services include:

• Personalised marketing collateral design• Digital graphics for emails, e-Newsletters, social media platforms, etc• Individually branded e-Newsletters, • Contemporary, individually branded websites with professionally written content

If you have any questions about our marketing offer,please don’t hesitate to get in touch via 1300 FINSURE (1300 346 787) or [email protected].

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4 Diversify your revenue

With ongoing uncertainty in the marketplace, it’s important to protect your business against unexpected fluctuations.

One of the best ways to do this is through revenue diversification.

By offering a suite of loan products, not just home loans, you open uplucrative channels that will help mitigate any market risk. This means

offering your clients personal loans, asset finance loans, commercial loans,business loans, SMSF loans and vehicle loans - not just home loans.

A comprehensive lender panel is crucial

The Finsure lending panel gives you access to all of Australia’s major lenders, leading non-bank lenders, specialised commercial lenders

and diverse niche lenders.

Every lender has been carefully selected, so that our brokers are able to offer their clients market-leading products, for whatever their loan

needs may be.

If you’d like to learn more about diversifying your revenue, please get in touch via 1300 FINSURE (1300 346 787)

or [email protected].

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5 Expand your skills

The mortgage broking industry is extremely competitive, with over 15,000 mortgage brokers registered around Australia. As a result of such tight competition, more than 50% of mortgage brokers entering the market will fail within 18 months.

To ensure our brokers have the best chance of success, we created the Finsure Broker Academy program. Our Academy is designed to give brokers the tools and training to succeed in their mortgage broking career.

Ongoing training

Your Finsure Academy Trainer will build up your skill set during your enrolment, educating you in time management, compliance, sales techniques, lead generation, technology skills, and much more.

Affordable commission and pricing structure

With a competitive pricing and commission structure available, you’re certain to get the ideal start to your mortgage broking career.

Would you like to enhance your skill set? Get in touch via 1300 FINSURE (1300 346 787) or [email protected].

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1300 346 787 (1300 FINSURE)

[email protected]

www.finsure.com.au

Australian Credit License Number 384704

If you would like to learn more about how Finsure can help you settle more loans, please get in touch

with us today!