The 4 Pillars For Scaling To Success

by | Feb 24, 2023

How we help you to become one of the top 1% of brokers

While each client has completely unique needs and goals, there are some common threads running through a truly successful mortgage broker business. We help you to master each of the four key areas below to ensure sustainable growth, and make more money in less time.

4 Pillars for Scaling to Success

Start with the end in mind

  • What are your goals?
  • How many loans do you want to write per month, quarter, year?
  • How many support staff do you need? How many days per week do you want to work? By when?
  • Are you scaling to sell the business in the future? When would you like this?

95% of employees do not understand their organisation’s strategy.


Unlocking your processes to reach success

  • Which repeatable processes can be automated?
  • How can your team run more efficiently?
  • Can we reduce the number of steps in your processes?

More than 50% of CEOs of banking and financial organisations are focusing on simplifying their products and operations by adopting process automation.


Is your CRM optimised?

  • Can you easily capture, nurture and close new leads?
  • Can your CRM support you in winning new business?
  • Does your CRM help you to build repeat business?

23% reduction in the cost of a lead can be achieved by using a CRM platform


What support does your team need?

  • Do you need more support members?
  • Are your team onboarded effectively?
  • Are your attrition rates low?

70 per cent of Australian workers prioritise training opportunities over salary when looking for a new role.


Recognise you need help in one (or more) of these areas? Let’s have a call to understand more and get you closer to that 1%!

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.