Self-employed and struggling? Find out how Finsure can help you.

Being a self-employed mortgage broker is starkly different from working a conventional 9-to-5 job for an employer and with that difference comes benefits and drawbacks. Once you begin working for yourself instead of reporting to a boss in a conventional office setting, you'll immediately find your lifestyle start to change…

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Top tips on how to keep your client database organised and grow your business.

The bigger your brokerage business gets, the more important it becomes to stay organised. Keeping a database of your clients can help considerably. A survey from the Global Alliance of Data-Driven Marketing Associations found that 92.3 per cent of businesses today maintain databases of information on their customers or prospects.…

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How to build relationships with your most valued customers.

To be a successful home loan broker, you've got to work hard to build relationships with people and earn their trust. What goes into this process? Achieving success as a home loan broker requires a wide range of skills, but perhaps the most important one is being able to build…

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Moving customers through the sales funnel and closing deals

Selling a client on the idea of a new loan is a long-term process. People don't just wake up one morning and suddenly realise they want to make a massive long-term financial commitment; they start with a general idea of that possibility, then slowly inch closer and closer to a deal…

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Why a work-life balance is good for your business

When business is going well, we can sometimes get swept up in its demands and lose sight of our surroundings, prioritising work over the rest of our life. The mortgage broker industry is no different than any other in the importance of a work-life balance. Because our business is one…

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The more you know about your customer, the happier they’ll be

As any broker will tell you, connecting with potential customers is an extremely difficult, but crucial, stage when determining if your business will succeed or not. So, once you've got a customer in the fold, it is imperative that you get to know them as intimately as possible. This will help you make…

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Getting the sale across the line

With very few exceptions, business-to-business sales are a long-term process. You're rarely going to have a client call you on the phone and announce they're ready to make a deal instantly; you have to have a long series of conversations that might take hours, days or even weeks to lead…

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Why client support is a mortgage broker’s biggest asset

Navigating clients through the murky waters of loan consolidation is not without its rewards. Customers value a broker's ability to steer them through the mortgage process, knowing we have their best interests at heart, according to the 2016 Deloitte 'Customer Experiences of Using Mortgage Brokers' survey. In this article, we'll look into the…

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3 ways to make your clients happier

The more you know about your customers, the better you can provide for them. The better you can provide, the happier they'll be with your service. The happier they are with your service, the more likely they are to stick with you for the long haul. In a report by Bain…

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What you need to do before investing in property

There are a plethora of reasons to invest in property, including the tax benefits and retirement planning. But let's be honest, the main motivation is to be able to line your pockets with cash, purchase a sports car, own a property that smells of rich mahogany and be such a…

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