Planning to delight your customers, a guide for brokers

Investing in customer experience could be the growth driver you need for your business. But it’s not as simple as providing good service, you need to plan to delight your customers.
Onshore or offshore outsourcing as a mortgage broker

Thinking of expanding your support structure but don’t want to employ directly in-house? The number one question we always get from brokers is, ‘Should I outsource onshore or offshore?’ In this article, we look at some of the pros and cons of either model. There is a diverse range of admin support providers available, both […]
Prevent ransomware attacks on your business.

Check out the below article, it’s an example from our SMART Business Newsletter, Insights. Want to know more about how you could have your own customer newsletter for business and residential customers? Check out what SMART can offer you. Systems under strain Help prevent ransomware attacks at the source by knowing what weaknesses common malware […]
Interest rate increases put the brakes on lending

(ASX:AFG) Data released from Australian Finance Group Ltd (AFG) for the second quarter of FY23 shows home lending volumes are down 18.4% on the same period last year as rapidly rising interest rates impact the market.
How to become a successful mortgage broker

Mortgage broking is a vibrant industry, offering opportunities for many different personality types, from natural born marketers to process-driven technicians.
How a banker-turned broker accumulated 300 five-star Google reviews

Keith Ho founded JKK Solutions in Victoria in 2017 along with two other passionate ex-bankers who felt it was time for a change.
Take a giant leap into setting up a mortgage brokerage

If you’re a finance professional looking at changing direction, then it is time to look under the bonnet of mortgage broking and find out if its the right fit.
Mortgage Broker Mentoring 101

There’s much more to mortgage broker mentoring than someone simply helping you out. As you get to grips with a whole new industry, you’ll be benefiting from someone who has been in your shoes.
What do the top referral partners look for?

Above all, they want to know how a broker will complement their business.
Optimising Your Brokerage: Workflow Tips for High Performance

Every brokerage has its own unique processes and methods that work best for its owner and staff. However, there are some ways to optimise workflow that can help you improve your operations.