Broker Success Issue 5

Broker
Success Issue 5
Peter White
New FBAA National President
TAKE CONTROL! Can he do it?

See page 2
• Client Management
• Anti-Money Laundering
• Lead Generation
>> Australia's only interactive broker magazine <<
www.brokersuccess.com.au
Looking
for leads?
Can he do it?
The election of Peter White to the role of National President of
the FBAA is a refreshing change from the "practice" of recent
Click here years.
Peter White has shown that he, unlike the previous 2 incumbents,
is publicly passionate about the FBAA and its role in the industry.
To be seen as a success in the role, he'll need to transform the
appearance of the FBBA in the eyes of the average broker to be a
practical alternative that will get results for them as members.
Every association member must ask "what am I getting for my
$300 plus annual membership fee". If the answer is just a warm
and fuzzy feeling and a bi-monthly magazine then maybe it's time
for a change.
Peter deserves every chance to "strut his stuff" so that all
members can make an informed decision about the value of his
contribution. We can but hope that some of the FBAA "old school"
don't try to impeed his efforts to progress the FBAA in a positive
and professional way.
Based on his term as Senior Vice President there seems little
doubt that he'll do his best to make things happen.
We wish him well.
OUT NOW!
Mortgage Insider
Editorial and advertising
enquiries
Tel: 02 4759-2799
Fax: 02 4759-2686
oasismortgagegroup@gmail.com
Web: www.brokersuccess.com.au
Publisher
Oasis Mortgage Group Pty Ltd
abn: 92 097 503 556
SUBSCRIPTIONS:
Click here to subscribe
NOTICE
The information contained in this
publication is for reference only and
should not be relied upon in any why.
The publishers of the Broker Success
and all contributors recommend that
any person considering a mortgage in
Australia should obtain independent
legal advice.
For more information, click this symbol whenever you see it.
Broker Success - Issue 5 - Page 2 of 20
Tell your prospects
HOW to respond!
On the subject of getting a response (always a good
thing!) here is another tip ...
Make sure you give clear Action plan ...
MARCHING ORDERS so Whether you want people to
that people who want to buy mail you, fax you, phone you,
from you know how to do email you or come and see
so. You would be AMAZED you ... TELL THEM WHAT TO
at the number of vague, DO!
absent-minded pieces we
see. They leave the Do not pussy-foot around. Give
prospect guessing, with no it to them straight. Tell them
clear path to follow to buy what to do to get the benefit
the product, make an you offer. Like this:
enquiry or otherwise take You want to increase the
the next step. response you get from your
When you write your marketing, to lower your cost-
marching orders, never use per-customer and increase
the words IF or CAN. Use your business. To find out how,
strong, compelling language check the info about our direct
that assumes the reader mail letter-writing service.
wants to do the best thing Better still, call Crockford
possible and ACT NOW! Carlsile NOW on (07) 3891
Are you ready for
Anti-Money
Laundering AML?
If you're not, your
business could
STOP!
From 12th December most lenders won't accept
applications from brokers who aren't up to speed with
AML. The MFAA and FBAA's expensive tests are just the
tip of the ice berg. The hardest part will be day to day
compliance and that's where BOSS comes in. As
complicated as the new Anti-Money laundering
requirements are, BOSS has broken them down to easy
to follow time saving and automated systems.
Other features of BOSS are: Commission tracking: Never miss a 24/7 Access - Multi User: BOSS
commission again. Track and reconcile will allow you and your staff to
Scenario: Have your own Scenario. all commissions. actively manage your business
Match clients needs to products in anywhere you have internet access
seconds.. Loan Comparison: Compare loan and on any computer Windows or
products and produce branded Mac and all in real time.
APS: This is a 1st for Australia. Imagine information sheets for clients.
entering a client's application and then Secure: BOSS is fully secure and is
automatically being told which loan FBC: One click FBC issuing. backed up regularly. All data is yours.
products and lenders match your Marketing: Extensive range of
client's circumstances. Then, in a matter Plus leads and much much more
professionally written marketing and
of seconds, produce a fully branded admin letters. PLUS, you can write and NB: BOSS is not an aggregation
detailed quote and or FBC and or store your own. system so you are free to continue to
Application Form along with a use your own aggregation system.
personalised letter. AML Ready: BOSS is Anti Money
Laundering Ready HOW MUCH: Standard
Client management: Manage all Per Office (1 user) : $110
client activity from enquiry through to Reporting: Because BOSS is a true Extra users: (Same office) $11
post settlement followup. Extensive relational database almost every field in
Once off setup cost per office: $330
automated reminder systems ensure that the database is searchable. Imagine the
no client is ever forgotten or lead is lost. marketing power that will give you. Contact info:
Oasis Mortgage Group Pty Ltd
Referral management: Track all Diary Notes: BOSS contains an Tel: 02 4759-2690
sources of your business and manage impressive diary note system that allows
Fax: 02 4759-2696
those key relationships. Know exactly you to records all activity. Once added,
oasismortgagegroup@gmail.com
where your business is coming from. these notes are time-stamped and can't
be amended so the the integrity of your
diary notes is unquestionable. Great if
you have staff.
The information in this brochure are for general information only and should
not be relied upon in anyway. Oasis Mortgage Group Pty Ltd are full
members of the MFAA. abn 92 097 503 556
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Anti-money laundering and counter-terrorism
financing regulator reminds industry of
upcoming deadline
3800.Australia's anti- In addition to the new obligations,
money laundering and businesses are required to complete a
counter-terrorism financing Compliance Report. Submitted
regulator today reminded compliance reports should show
the financial services, AUSTRAC that the business has
bullion and gambling identified and reduced risks within the
sectors of their obligations business and has given adequate
which come into effect on resourcing to this task.
12 December 2007.
The report covers the reporting period
From this date, from 13 December 2006 to 31
businesses which deliver December 2007 and must be
services outlined under submitted to AUSTRAC by 31 March
the Anti-Money 2008.
Laundering and Counter-
Terrorism Financing Act To assist industry in understanding
2006, need to have in their obligations, AUSTRAC has
place an anti-money developed guidance materials, a self
laundering and counter- assessment questionnaire and
terrorism financing policies which are available on
program. AUSTRAC's website. AUSTRAC is
also developing a comprehensive
As part of this program, suite of tools to assist businesses in
businesses must establish meeting their obligations which will be
and document procedures launched on 11 December 2007.
to collect and verify
information about the
identity of a customer.
"With less than a month to
go until the provisions take
effect, we would expect
regulated entities to be
well advanced towards
compliance," said Australian Mr Jensen said AUSTRAC will use its
Transaction Reports and Analysis enforcement powers, particularly in
Centre (AUSTRAC) Chief Executive circumstances where businesses are
Officer Neil Jensen. recalcitrant or dishonest regarding
their legal requirements.
"AUSTRAC appreciates the
complexities and challenges in
meeting the 12 December deadline.
Where a regulated entity is not fully
compliant by this date, we would
expect it to have taken reasonable
steps, as outlined in the guidance note
available on our website." Looking for
Mortgage
Mr Jensen said AUSTRAC would
continue to work collaboratively with
industry to help businesses to meet
their compliance obligations.
"I encourage businesses which are not
yet fully compliant to contact us.
Where businesses are candid and
Calculators?
cooperative, AUSTRAC is likely to be
more open to resolving compliance
issues."
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Established in 2002, and now with over
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Brokers, Financial Planners,
Accountants and Associates
nationwide Professional Mortgage
Providers (PMP) is quickly developing
a reputation as being the mortgage
manager and aggregator of choice with
Australia’s most advanced platforms.
PMP is a 100% Australian private company
and a full member of the Mortgage & Finance
Association of Australia (MFAA) and FBAA.
Our funds are AAA+ rated and sourced from
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Our aim is to deliver to you innovative and
flexible loan products with the support of over
100 years of experience collectively from our
senior management team. We are committed to providing · Direct Access to our credit teams
an unprecedented level of service and maintaining · 5 day Full Approval SLA’s
customers for life - both our partners and their clients. · Marketing letters and systems
· Simplified approval process
We understand how long it takes for you to win a customer
· Turn-key website solutions
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We make it …. E A S Y · Referral solutions
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· Including PMP’s own After all, everyone’s needs are different.
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· Advanced electronic to build a profitable.
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Mortgage Leads, Making the
W
Most of Them By: Jo Stamford
B
If you are a loan officer or most likely will be a little bit Respond with something like this.
mortgage broker and you are apprehensive. “Oh, that is too bad, I have a lot
currently investing in mortgage
leads, or you have given thought
When you call a mortgage lead of great mortgage products that
fit the description of the profile
T
you receive from a mortgage lead
to investing in mortgage leads, provider, and the customer seems you filled out on line, it will only A
make sure you are making the to be in a stand off mood, say take a few seconds and it will cost h
most of them. something to this affect. you nothing.” T
A mortgage lead provider, if they “Would you mind if I just went I guarantee you will be
are a good one, can provide you over some of the mortgage surprised at the responses
with a good quality mortgage programs we have to offer, it will you receive. Whatever
lead, the rest depends on you. only take a minute of your time, happens, don’t give up after
The mortgage lead provider has and it won’t cost you a dime.” the first try. It is all about the A
no control over what the This approach takes the pressure approach you take with your
potential customer might say. off of your customer, and more customer.
Put yourself in the customer’s often than not, they will move You do the talking, tell them
shoes for just a moment. forward with you and listen to what they need to hear about
Purchasing a home or refinancing what it is you have to offer. your mortgage products, it
an existing one are very big If a potential customer says they will make a huge difference in T
financial decisions in the life of are no longer interested in a the number of mortgages you Y
your consumer, perhaps the mortgage, it is only because they close. a
biggest they will ever make. They lost their nerve. M
W
s
S
A
d
a
T
a
Y
THE AUSWEST FINANCIAL
SERVICES GROUP
!" LEASING FINANCE FOR - Equipment & Plant, Machinery & Vehicles
!" RESIDENTIAL & COMMERCIAL PROPERTY FINANCE
!" CONSUMER LENDING - Personal Loans, Car Loans.
!" GENERAL INSURANCE — Business, Motor, Professional Indemnity,
Public Liability (corporate authorised representative 303068 - AI&F afsl 238433)
The Auswest Financial Services Group is a complete financial services provider. Established in 1998
initially providing general leasing products, Auswest Financial Services has significantly expanded
and currently provides a comprehensive array of finance and general insurance products. Our
constant growth has warranted the creation of four stand-alone businesses; Auswest Loan &
Mortgage Options, Ausquip Rentals & Leasing, Ausure Insurance (Newcastle) & Auswest Town &
Country Finance (Aggregations)
The Head office for the group is located in New Lambton and operates nationally as the processing
centre for Auswest Town & Country Finance (Aggregations), Auswest Mortgage & Loan Options and
Ausquip Rentals & Leasing .
The Auswest Financial Services Group plays a major role in an unparalleled business model which
consists of strategic alliances with a number of Mortgage Broking Groups, Accountancy Firms and
Individual Finance Brokers.
Auswest Town & Country Finance is the aggregation and agency arm of the Auswest Financial
Services Group. Accreditation with Auswest Town & Country Finance allows finance brokers to be
directly accredited with Auswest with a choice of two options either as a referring broker or a
direct agent of Auswest with full rights to trading names and other benefits.
Our business purpose is simple; to provide all current and future clients with all their finance
solutions, as well as assisting with their insurance.
PHONE 1300 855 646
www.auswestfinance.com.au—email- loans@auswestfinance.com.au
Hallmark Mortgage Management acts as a mortgage manager for many of
Australia's largest and most respected wholesale home loan lenders. Our role
is to assist small independent home loan brokers obtain access to wholesale
lending at interest rates normally only available to the bigger players in the
home loan market.
a lower rate can be given
to the customer or higher
commission can be taken.
This opens up a lot of
opportunity for a broker
as they can market a
product at a rate that suits
their needs.
Hallmark Mortgage
Management has the
responsibility of managing
the loan approval process
as well as assisting the
wholesale funder to
manage the loan after
settlement.
By working as a co-operative with smaller
brokers the effect of the combined monthly Loans via Hallmark Mortgage Management
loan volume means that Hallmark Mortgage are as safe and secure as a loan from any
Management is able to obtain wholesale of the other major lenders.
funding at very cheap interest rates. The
rates are passed on to our broker members Additionally brokers are able to access retail
who have the flexibility of pricing their loans
lenders via our sub origination agreement
at rates that are very competitive. and receive close to 100% of the upfront
and trail commissions. Brokers have the
Brokers can sell standard variable rate loans option of choosing a flat fee per loan of $250
between 7.03% and 7.35%. The amount of per loan (on settlement) or a monthly flat fee
commission received will vary depending on of $500. Apart from these
the rate the loan is sold at. As volumes charges, 100% of the upfront and
increase the delivery rate received from the trail commission paid by the
wholesale funder will decrease meaning that lender is passed on to the broker.
Broker Success - Issue 5 - Page 1 1 of 20
The right loan,
first time,
IS E
N C H IE S
A
guaranteed!
FR N IT
R T U E
P O A B L
OP VAIL
A
Tel: 1800 4 OASIS
www.oasishomeloans.com.au
UNDERSTANDING YOUR AML
OBLIGATIONS
With the deadline to comply with The comprehensive solution provides Australian best practice, a positive for
the recently introduced AML/ a suite of tools, including training all industry participants.
CTF legislation quickly modules and the ability to perform
Peter White is the National President
approaching, Peter White from name checks against national and
of the Finance Brokers Association of
the FBAA discusses the impact international proscribed lists. Our aim
Australia (FBAA)
is to help ensure brokers have the
the new laws will have on your
means to quickly, easily, and
business and the key steps you
economically satisfy any requirements
must take to ensure compliance. they face in the coming months and in
Under the phased introduction of the subsequent phases of lendersʼ AML/
Anti-Money Laundering and Counter- CTF programs.
Terrorism Financing (AML/CTF) Act The FBAA is playing a leading role to
2006 (the Act), “Reporting Entities” help develop best-practice for the
that provide “designated services” broking industry and minimise
must have in place by December 2007 confusion for members.
an AML/CTF program with appropriate
procedures around the identification Coupled with its Deloitte initiative, the
and verification of customers, FBAA has also created a National
including robust record-keeping Lenders sub-committee that will drive
processes. Then in December 2008 the formation of a uniform program for
ongoing customer due diligence, all FBAA member mortgage and
suspicious matter and threshold
transaction reporting obligations will
come into effect.
finance brokers. The sub-committee
will conduct surveys and ʻrisk profilingʼ
to create a ʻNational Standard AML/
Do you
CTF Compliance Checklistʼ that can
As making a loan is a designated
service under the Act, lenders are
responsible for implementing an AML/
be used by all Australian institutions
dealing with brokers. This will allow
brokers to save time and money by
have a
CTF program. As the agents of
lenders, brokers will be directly
impacted.
adopting a consistent approach to
dealing with multiple lenders.
The FBAA has also met with key
health
With less than four months before the
new client identification procedures
commence, it is important to be
familiar with the
representatives from AUSTRAC and
will continue to do so to assist in
clarifying their
concern?
expectations and
rules and how they help smooth the
Health
will effect the day- transition for brokers.
to-day operations
of your business. The new AML/CTF
legislation is a
Matters
To help brokers positive step towards
better understand maintaining the
the implications of credibility and
AML/CTF and legitimacy of the
minimise
disruption to their
business, the
broking industry. I
believe that having a
simple and straight
Australia
FBAA has forward system for
partnered with compliance will
Deloitte to offer its ensure all industry
members access participants will be in
to Deloitteʼs online alignment with
AML/CTF solution.
EXACTLY What To Say To Get Connected
Comfortably With A Referral
It's a great feeling when important priorities, that it be the most Do they have any special interests?
someone thinks of someone to comfortable way to work in the
You say: So tell me (first name),
refer to your mortgage broking / mortgage industry.
what's the most comfortable way to
consulting / planning service. So here's some EXACT words to get get connected with John and Julie?
You'll notice I said to your connected comfortably.
They'll say: How about I call them
service and not to you. At the
They say: My friend John and his wife and tell them a little about you, then I'll
end of the day your clients want
Julie are going to be buying a new call you back.
what you can do for them, not home soon.
necessarily you. You say: Sure thing, I'll give you a call
You say: Your friends John and Julie, tomorrow if I havn't heard from you.
(Took me a while to get my head ok, would you tell me a little about
around the fact that I'm not as Note: I had clients say to me, "here's
John and Julie, to see if they might be
important as I'd like to think I am) there nmber, give them a call and tell
right for my consulting service?
them I told you to".
When you're in the moment, talking They say: Sure, John and Julie are....
with someone who's going to be I tried this approach and I wouldn't
(here are a few questions you could
borrowing money, it's important that recommend it, because there's been
ask about John and Julie)
you know EXACTLY what to say to get no prior introduction, it can come
connected comfortably with the What do you like about John and across as a bit of a cold call, and that
referral. Julie? certainly isn't the most comfortable
way for all parties, particularly you and
When I was creating my complete What challenges are they facing right
the referral.
consulting system, this was 1 of the 3 now?
Continued page 18
Learn How To Earn A Six Figure Income,

Working Less Than 40 Hours Per Week,
When You Thought It Couldn’t Be Done.
Imagine what it would feel like to know the EXACT words Here’s what mortgage brokers have to say about
to say to your clients, supported by a complete consulting Lending By Referral:
system, that compels each client to introduce you to one
of their friends, family members, or co-workers, as they’re
going through the borrowing process with you, resulting in a “The most impressive business building system I’ve seen.
consistent stream of referrals after settlement too. I’ve been to that many seminars on sales and marketing
before and nothing has come close to this system for
Marc Jarman, Founder and National Trainer of Lending By increasing my business cashflow.”
Referral (LBR), after being in the mortgage industry only 8 Trevor Gielnik – Mortgage broker
months with Wizard Home Loans, set and reached his goal
of settling 150 mortgages in the 2002–03 financial year. “Finally, a way to gather referrals step by step which is not
Then after starting his own business, Informed Home Loans, obtrusive for my clients.”
earned over $100,000 in commissions in 2004, working less Richard Holland – Mortgage broker
than 40 hours per week.
“Marc, you have provided a service that has been lacking
LBR is the first independent training organisation teaching in our industry so far. You will help many brokers achieve
mortgage brokers and lenders to grow their business primarily their dreams.”
by referral, the most lucrative, enjoyable, secure and smart Judy Rogers – Mortgage broker
way to work in our industry.
FREE Recorded Message reveals how

you can start earning your six figure income,
working less than 40 hours per week.
Call 1800 754 200 or visit our FREE training
website: www.FreeReferralSecrets.com.au
Defining Customer Management:
Managing Lasting Relationship With
Your Customers By: Steven Taylor
What is Customer Relationship Management (CRM)? These are systems, processes and
procedures that help companies manage their customer relationships. CRM is a
combination of processes, methods, systems, and technological know-how that will
help the company deal with their customers effectively and efficiently.
CRM Goal: Retain and customer will not have to explain his Isolate your customers' definition of
Increase Customers situation again. The CRM software quality. That is, you should exert every
Customer relationship management is ensures immediate access to effort to ask your customers (through
an approach designed specifically for information that would make the polls, surveys, etc) about their idea of
corporations. It is a strategy whose interaction between the customer and a winning customer service
main aim is to create as well as the customer service representative as experience. Who can tell you better
maintain long-term relationships with smooth as possible. about good customer service than the
the corporation's customers. The main customers themselves? With this on
Working and Effective CRM
goal is to expand the company's client mind, you would be able to paint a
base, of course. A working CRM program would clearer picture and devise a strategy
therefore include the acquisition of that would meet the requirements and
Ubiquitous CRM new customers and return business. It expectations of your client base.
CRM is a comprehensive system. It is concerned, too, with isolating Fast and efficient customer support
encompasses customer service but it customers that would require a should be ensured. After your
goes beyond that. It is a system that specialized line of service. customers have made their purchase,
involves and regulates all points of you still have a responsibility to your
A good CRM program and strategy will
contact and business dealings with the customers. You should devise a
improve customer service. This can be
company's customers. system that would allow you to
done by developing a communication
manage and schedule post-purchase
Customer service is its most obvious process that provides customer
client interaction post haste. This
facet. The CRM strategy will decree solutions in a timely manner. This can
would enable you to evaluate
how customer service representatives be done through the following ways.
dissatisfaction, common customer
are going to deal with the customers. Provision of information is essential.
support concerns, repurchase times,
However, aside from the actual Information about your business
probabilities, and frequencies.
interaction, CRM will monitor and products, your products' uses, your
Install an efficient database for
regulate all the communications used alternative services, troubleshooting
monitoring purposes. Provide a
in the interaction. guides, frequently asked questions
structure that can allow you to keep an
and answers should be easily
For instance, CRM will have identified eye on all interactions between the
accessible and available. This can be
the reports that need to be generated client and your company. All necessary
provided on websites 24 hours a day
after a customer has been given sources and types should be included.
and 7 days a week using a remote
service. The CRM strategy will also be It will also be beneficial if the system
server.
the basis for determining what notes provides the same information that the
will be written and filed about the customer sees and uses. This would
customer interaction. eliminate or at least reduce confusion.
Be insightful. Identification of an
As such, CRM will include how impending concern will provide a good
records on customers are kept. For image for the company by lessening
instance, if a customer service customer complaints.
representative makes a note about
the customer's concern, the CRM Customer relationship management is
software used may automatically about managing all facets of company-
compile the notes and update the customer relationships. This includes
general customer service using all the advanced technologies,
database. methodologies and systems that can
ensure that your customer will return
Thus, when another customer and bring your referral business as
service agent picks the call the well.
next time the same customer calls
back with the same concern, the Check of BOSS on page 4
Looking for a competitive
advantage!
For the first time Australian Brokers have access to an on-line database management
system that allows them to inexpensively manage their broking business in every way
without aggregration restrictions.
The program that gives brokers this freedom is called BOSS and is available through the
Broker Success web site www.brokersuccess.com.au or by calling 02 4759-2799.
BOSS allows • Unlimited reporting. Let say
you totally you want to write to every client
manage your who was self employed, took a
client lo-doc loan, was married, had 2
relationship as kids, had a loan over $200,000,
well as giving lived in a particular suburb and
you exclusive was older than 40. Within seconds
sales, you'd have that information and be
marketing and writing to them using either one of
lead generation your own stored letters or one of
tools that will BOSS's professional templates.
get you more
Imagine the control and marketing
business than
power this will bring to your
you could
business.
possibly
imagine. • Multi level reminder systems.
BOSS will give you total control of your broking • Business Planning. Instantly so how your
business by putting you back in charge. business is performing compared to your
projections.
BOSS is on-line so no matter where you are you can
access all vital data while your staff are updating • No minimum contract
records and all this in real time. BOSS also allows period.
you to retain your existing aggregator. • Instant access to
BOSS features will allow you to: industry stats.
• Manage your client database • Compare the results of
ad programs, staff and
• Track and manage your referral sources
loan types.
• Commission tracking and projections
How Much? BOSS will cost you less than a good
• Compare and unlimited number of loan cup of coffee a day.
products
BOSS didn't just happen, it's been under
• One click detailed approval letters development by a team of experienced brokers for 6
• One click FBC issuing years.
How does BOSS do all this? BOSS is a dedicated
• One click sales and marketing tools
off-line database that also operates over the web it
• Instant product profiling - Find the right loan maintains all the features of a powerful off line
every time custom database while giving you far more control
• Lead generation tools and flexibility.
• Professionally written custom sales, Because BOSS is on-line it means you can operate
marketing and admin letters your broking business from anywhere in Australia or
the world for that matter so long as you can get an
• One click access to full client history and internet connecton because you won't be tied to the
diary notes
Equity+
Much more than a lead generator
Equity+ is a software package that

guides shows users how they can
improve the value of their homes. The
system was developed after
discussions with the Real estate
Institute of NSW and the Australian
Valuers Institute.
For a broker it's a great signup
incentive for potential clients as the
software package has a retail value of
$189. In addition to that, Equity+
provides a fantastic opportunity to
obtain referrals at the first meeting. It
should be mentioned that Equity+ is
not available as a download as the
program is designed for participating
brokers to meet with prospective
clients thereby substantially improving
the opportunity for conversion and
referrals.
The full Equity+ program is available
exclusively by area for a fixed low
monthly licence fee. Call now for more
details.
02 4759-2799
Why not take on a coach?
SUCCESS Broker Coaching is a specialised "We are in the business of Providing Solutions to mortgage
mortgage broker coach and mentor. Our programs brokers".
give you the practical tools to take you to the top If you are wondering how you can make a real difference to
and keep you there. Our coaching is based on your business, we have the answer.
techniques that really work and we give you
detailed instruction on how to use and implement
them. You learn not only from us but from brokers
who have proved their success.
The SUCCESS Broker Coaching program is a series of
modules covering every aspect of the broking business.
Everything from how to plan, build, recruit, manage, even
how to sell your business.
From over forty years experience, we've learned and
compiled a huge library of information on what made us
money and what lost us money. Through our systems we
will share this with you. You will discover that what works is
not a mystery - it is a system. It can be learned and it can
be reproduced.
WHO WE THEY
SUCCESS Broker Coaching is a specialised mortgage
broker coach and mentor. Our programs give you the
practical tools to take you to the top and keep you there.
Our coaching is based on techniques that really work and
we give you detailed instruction on how to use and
implement them. You learn not only from us but from
brokers who have proved their success.
The SUCCESS Broker Coaching program is a series of
modules covering every aspect of the broking business.
Everything from how to plan, build, recruit, manage, even
how to sell your business.
From over forty years experience, we've learned and
compiled a huge library of information on what made us
money and what lost us money. Through our systems we
will share this with you. You will discover that what works is
not a mystery - it is a system. It can be learned and it can
be reproduced.
Their Programs:
Monthly Insights DVD jam packed with tips and techniques
from Australia and New Zealand's top brokers
Solution Driven Selling System
Seminars and workshops
Systems library - learn at your own pace
We have a "no fluff, how to" approach that is unique in the
industry.
We believe Mortgage Brokers are in the problem solving
business. Because we have been brokers ourselves, we
understand the demanding nature of the industry and the
challenges you face. So all of our systems are created with
our core philosophy in mind.
OUT NOW!

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Equity+ is a software package that

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