How to Build Lasting Client Loyalty in Your Mortgage Brokerage
While attracting new clients is essential in today’s competitive mortgage brokerage landscape, nurturing your existing book may deliver the greatest long-term value. Building lasting client loyalty could transform one-off borrowers into lifelong advocates who return time and again and refer friends and family. Here’s why it matters and how you could make it happen. Why client loyalty is a game changer A loyal client base provides […]
Succession Planning for Mortgage Brokers: Why Starting Early Pays Off
Succession planning might feel like a distant priority, but for mortgage brokers looking to safeguard their business and legacy, starting early is crucial. Whether you plan to retire, shift focus or eventually sell your brokerage, a well-thought-out plan protects your clients, income and reputation. What is succession planning? In short, it’s about mapping out how your business will transition […]
Preparing Your Mortgage Brokerage for a Successful Exit
Whether you’re planning to sell, merge or hand over your mortgage brokerage, preparation is key to maximising value and ensuring a smooth transition. Many brokers make the mistake of rushing their exit, but early and thoughtful planning pays off – both financially and emotionally. Common pitfalls to avoid It’s easy to underestimate how much work goes into preparing […]
Does a franchise model still suit your mortgage broking goals?
Why it might be time to move away from the franchise model and go independent. As a franchise broker with a few years under your belt, you might be asking if the model still works for you. Perhaps you’ve heard the common myths about going independent, like having to ‘do it all alone’ with no […]
Creating a mortgage broker business plan
Articulating what your broker business is aiming to achieve can be challenging until you jot down your ideas in a plan.
The essential data analytics for brokers
Being able to quickly analyse your business data is essential for brokers looking to succeed.
What is a mortgage aggregator and how can they help me as a broker?
For a broker to present loan products to a customer, they will need the support of an aggregator.
What is CX and why is it the new marketing?
You might have heard the term CX or customer experience. Well, we’re here to explain how it can help grow your bottom line.
How to get the most out of your broker learning
Broadening your knowledge and skills through learning and development that offer plenty of Continuing Professional Development (CPD) points is the right way to go.
Getting started with commercial lending in six easy steps
Becoming an experienced commercial broker doesn’t happen overnight.
