s the Australian finance market becomes complex with home and commercial mortgage products that go beyond the traditional roles, the management and sourcing of these loans continue to grow in complexity.
This is where Australian Financial's team of Mortgage Managers can bring value and expertise to you and your client's loan portfolio.
But what does a Mortgage Manager really do?
Meet Louise Ursini, our Business Development Manager,
Her previous work at Smartline Personal Mortgage Advisors increased diversification by 50%, recruited 14 new franchisees and achieved incremental brand growth over the previous financial year.
Louise has also worked for Finsure, LMU Consulting and BankWest to name a few. With Louise's experience and our expertise, we're a growing team onward to help you grow your business.
These five things you do today can get 2023 off to a great start
This is a time to re-evaluate your business – its direction and focus, make-up and outgoings, and next steps.
Happiness at work is crucial to a successful business so use this time to consider your expectations and your workloads – are they realistic, are they what you want? Where could they be better focused?
Can your business pass the BBQ test?
Every single one of your clients, at some point or another, will be asked at a social event or a BBQ about how they bought the house they live in or the business they operate, the loan process, the deal they secured and the broker they worked with.
Their answer could mean more or less business for you. The ‘BBQ test’ can be seen as a simple way of ensuring the foundational element of successful client engagement.