Broker resources
Your guide to getting faster straight through processing in a time where service and speed matter.
Learn how to build, grow and scale your business sustainably from Australia’s number broker mentor.
Book a time with Jason to discuss how to grow your business. From one on one sessions or group coaching you will learn from the best.
The Broker Bite Series
Building Insights To Excellence
Are we seeing the death of the face to face meeting?
Is now the time to be selling or to just serve?
The Broker Bite is a weekly deep dive into the opportunities and challenges facing the Australian Mortgage Broker market. In this first episode we dive into the timely discussion on the future of the face to face meeting and what the effects of Covid-19 will have on the industry and the customer experience. We also talk about the importance of trust & connection and the roles they play in forming a lasting relationship.
Down the Rabbit hole we go! To diversify or not?
This week we tackle the difficult decision to diversify your business or not. We explore the roadblocks, what it will mean to your business, and how you can implement it properly. You get my top tips on doing it right and for the right reasons.
Is now the time to market and sell or should we be just of service in this time of crisis. Check out the latest episode and where we tackle this sensitive topic and what you can do now to make sure you have your clients best interest at heart!
Why having a business plan maybe the most important thing you do this year!
Understanding your business and having a clear plan has never been more important. We discuss why businesses fail and what you can do about it so it doesn't happen to you!
Broker Tools
The Complete Broker Marketing Audit. Its goal is to demystify the process of achieving marketing success. Once you complete the audit, we can hep you close the gaps in your business.
The Broker Marketing Audit
Get access to your Business Blueprint for Brokers to help you get through a crisis. All the tools you need including financial statements, business canvas models, marketing tools and customer avatars.
Crisis Blueprint
Use this exercise to understand how and where you are spending your time and when should you be doing your ‘deep work’!
Time and Energy Log
Your guide to getting faster straight through processing in a time where service and speed matter.
STP Guide
What technology and tools you should be using in your business right now to keep pace in an ever changing market place. Download the full list to see what you can be doing in your business to improve the customer experience.
Technology List
Reports
The Mortgage Broker industry has had a number of reviews in recent time and you will find a range of useful and insightful tools below to help you understand the value the Mortgage Broker market brings to the Australian market.
Deloitte Access Economics was engaged by the Mortgage Broking Industry Group to produce a report that provides an up to date body of information about the industry and its role in the economy, to inform the public debate.
What is the future of financial services? Read this thought provoking report from PWC.
As we shift our attention to the future, it is important to note that although COVID-19 presents significant challenges, other fundamental factors such as geopolitical tensions and evolving regulatory regimes will shape financial institutions significantly in the mid- to long-term. We don’t have all of the answers, but there is a set of macro trends that financial institution leadership teams need to understand in order to properly plan for their future:
The MFAA’s Industry Intelligence Service (IIS) report provides reliable, accurate and timely market intelligence for the mortgage broking sector.
Regulatory Guide 273: The Best Interest duty guidelines.
RG209: This is a guide for credit licensees and credit applicants.
The way we live and work has fundamentally shifted during 2020. No corner of our society has been immune from the effects of COVID-19, including the Australian property market. Read the latest property report for 2020-2023 from QBE.
Recommended Reading
