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.
Source: cascade.app
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.
Source: cflowapps.com
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
Source: webfx.com
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.
Source: afr.com
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%!
