The top 4 mortgage document collection pain points and how to solve them
Discover strategies to simplify the mortgage document collection process, save time and boost client experience.
What’s your brokerage actually worth without you?
The steps that give you more flexibility today are often the same ones that build lasting value in your business over time.
The real test of broker software isn’t the feature list
The longest feature list rarely wins. Here’s what actually separates good broker software from the rest.
How to choose mortgage broker software (when they all look the same)
Comparing mortgage broker CRM and software platforms? Feature lists and pricing tables only tell you half the story. Here’s what to actually look for.
The same file can be worth more. Here’s how.
Settlement count tells you how busy you are. Revenue per file tells you how healthy your business actually is.
Your loan book is already writing 72% of your business
Repeat clients and referrals account for nearly three quarters of what brokers write. Protecting that number is a systems problem, not an effort problem.
How Lifespan Mortgage Services turned succession planning into a stronger business
Founded in 1999 and joining AFG from inception, Western Australia–based Lifespan Mortgage Services has grown steadily alongside its aggregator.
How Loan Path Finance fast-tracked its acquisition strategy
Established in 2019 as commercial and residential finance specialists, Loan Path Finance was not previously affiliated with AFG before joining the Broker Investments program.
Empower Wealth positions for acquisition opportunities amid industry consolidation
Headquartered in Victoria, Empower Wealth is a multi-faceted business encompassing mortgage broking, property advisory, financial planning and tax.
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 […]