Besides loan product knowledge, what skills do you need to become a successful broker?

Everyone knows that to be a successful home loan broker, you've got to be an expert on home loans. This much is common sense - no one's going to do business with you unless you can demonstrate expertise in your field. But if you go into the industry thinking loan…

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If you can assuage customers fears, you can close deals.

What if customers are mildly interested in taking out home loans with you, but they have worries about the process? If you can assuage fears, you close deals. When you're working as a broker, you'll inevitably have situations where customers are mildly interested in taking out new loans with you,…

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Self-employed workers are rapidly rising in Australia

There's been a sharp increase in recent years in Australians being self-employed. Your parents or grandparents may have never even considered it an option, but it's now becoming quite common - today's Australians are increasingly choosing to be self-employed. Being self-employed is the new normal According to research from Self…

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Why building relationships with your customers’ matters

Working as a home loan broker is about more than just connecting people with lenders. It's about building relationships with people and knowing their needs. Your main responsibility as a home loan broker is to connect people with lenders - when they need cash to buy a house, you can…

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How to move your business into a new geographic area

Not content with the scope of your mortgage brokering business currently, and eager to expand? Often, the best way to do this is to widen your reach geographically. Mastering your own neighbourhood is good, but eventually, you get to a saturation point where you've reached every customer you can reach. That's when you…

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Discover how a customer database can keep your business organised.

It's certainly an exciting time when your mortgage brokerage business starts to grow, helping you reach more and more customers. As your client list grows, so will your commissions, and hopefully there will be a snowball effect as more people tell their friends and the new business continues to accumulate.…

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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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