Gatheroo’s Post

⚖ Navigating the intricate world of mortgage advising demands a deep understanding of client needs. Here's a thought to help you shine as an adviser: 🔍 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐂𝐥𝐢𝐞𝐧𝐭 𝐍𝐞𝐞𝐝𝐬, 𝐓𝐚𝐢𝐥𝐨𝐫 𝐘𝐨𝐮𝐫 𝐀𝐝𝐯𝐢𝐜𝐞! 🎯 Make the most out of the abundant resources at your disposal, including best practice guides, checklists, templates, and workflow documents. 📚✨ These tools, spanning various sectors and specialisms, empower you to demonstrate a profound understanding of your clients and aid in obtaining sufficient information to fulfil your responsibility to provide suitable advice. Engage with your company, your network, your club, your lenders, and your peers. Each holds a wealth of valuable insights that will undoubtedly assist you in delivering exceptional customer outcomes. You will be surprised what's readily available! It's about taking reasonable care to ensure the suitability of advice, and acquiring adequate information is key to meeting this responsibility. 🧐📋 Embrace client-centric practices and witness the positive impact on your relationships and customer outcomes! #MortgageAdvisors #ClientCentricity #BestPractices #FCACompliance #PersonalisedService #AdviseAdviseAdvise Wise

Streamline Refinancing & Boost Client Savings with Property Fox Attention Mortgage Brokers: Unearth hidden refinancing opportunities and empower clients to make informed decisions with Property Fox. Key Benefits: 🙂 Automated Opportunity Identification: We analyze your existing client data to identify mortgages with high refinancing potential based on current interest rates and upcoming maturities. 🙂 Prioritized Lead Management: Focus your efforts on the most promising opportunities with our prioritized lead system, highlighting clients with the greatest potential savings. 🙂 Data-Driven Client Reports: Generate clear and compelling reports for your clients, showcasing the financial benefits of refinancing with a new lender. Property Fox empowers you to: 🙂 Increase efficiency by automating lead generation and client data analysis. 🙂 Drive client satisfaction by offering personalized refinancing options. 🙂 Close more deals with data-driven insights that support your recommendations. Ready to revolutionize your refinancing practice? Contact us today to learn more about Property Fox. info@propertyfox.ai www.propertyfox.ai/demo #mortgagebroker #refinancing #efficiency #clientcentric #growyourbusiness

Mortgage Brokers: Ditch the appraisal headaches! At Class Valuation, we're dedicated to redefining the standards of appraisal management.  Our elevated client support model gives every #mortgagebroker a dedicated Account Executive that can be reached around the clock by email, text, phone, carrier pigeon, telegram, two cans and a string...whichever method you require!     When you talk to your Class account executive, they’ll know exactly who you are, your business, and your orders inside and out.     Stop chasing updates! Focus on what matters most - growing your business and exceeding client expectations. ► Already working with Class? Head here to connect to your AE if you have not already done so: https://lnkd.in/gpi9arNs ► Not currently working with us? Learn more about our dedicated AE model and how it can benefit your business: https://lnkd.in/gaqVuNtR #appraisalmanagement #mortgagelending #mortgagebrokers  

🚫 𝗔𝘃𝗼𝗶𝗱𝗶𝗻𝗴 𝗥𝗲𝗽𝘂𝘁𝗮𝘁𝗶𝗼𝗻 𝗣𝗶𝘁𝗳𝗮𝗹𝗹𝘀: 𝟯 𝗠𝘂𝘀𝘁-𝗗𝗼 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀 Worried about your reputation taking a hit from lender mishaps you can't control? I hear you. It's rough when clients can't separate your hard work from a lender’s slip-ups, and your reputation is on the line. Let’s face it: overlooking this risk can lead to real damage. Negative client experiences can quickly turn into bad reviews and spread through word of mouth, significantly reducing your client base and potential new business. So, what can you do to protect your good name? Here are practical steps to take: 🎯 Clear Communication Strategy: Keep your clients in the loop at every step. Clearly explain everyone’s roles in the transaction, emphasizing the difference between your responsibilities and those of the lender. 🎯 Partner with Reliable Lenders: Choose lenders with a solid track record of dependability and client satisfaction. Your choice of lender reflects on you, so make it count. 🎯 Feedback System: Set up a way for clients to share their experiences during and after the transaction. This immediate insight allows you to tackle issues before they blow up. 🎯 Regular Updates and Meetings: Meet with your clients regularly. Use these sessions to update them on their transaction and reinforce your advocacy for their interests. By implementing these strategies, you’ll not only safeguard your reputation but also enhance your clients’ trust in your services. How have you dealt with this challenge? Share your thoughts and solutions below! ⬇️ #realestate #mortgage #homebuying #clientretention #realestateagents #bestadvice

🚀 Attention Australian Mortgage Brokers! 🚀 Are you struggling to streamline your workflow and enhance client satisfaction? Top-producing brokers agree: efficient loan processing is critical to success. Don't let a lack of team resources hold you back. Discover how BrokerEngine can transform your mortgage brokerage with powerful automation solutions—and we can help you set up your BrokerEngine workflow! 🔹 Efficient Document Collection: Gather client documents effortlessly. 🔹 Accurate Loan Submissions: Submit loans correctly the first time. 🔹 Real-Time Tracking: Stay on top of your workflow with Kanban-style dashboards. 🔹 Task Automation: Automate repetitive tasks and save valuable time. 🔹 Dynamic Checklists: Ensure accuracy and avoid costly errors. Ready to take your mortgage brokerage to the next level? 🚀 Contact us today for a free consultation and let us set up your BrokerEngine workflow tailored to your needs. Don't miss out on the opportunity to grow your business and focus on what matters most—building client relationships and seizing new opportunities. 👉 Book your free consultation now! Let us build your BrokerEngine automations! #MortgageBrokersAustralia #LoanProcessing #BrokerEngine #WorkflowAutomation #ClientSatisfaction #BusinessGrowth #MortgageIndustry #AustralianBrokers #WorkflowSetup

Mortgage Agents AND Bankers considering the transition over to brokering ARE YOU READY TO REVOLUTIONIZE THE WAY YOU ARE COMMUNICATING WITH YOUR CLIENTS?? 💲Say goodbye to traditional communication methods and hello to the future with Gold Rush's latest feature: SMS messaging built right into Velocity! THIS FEATURE IS FREE FOR ONE YEAR!!! 💲Sending messages to your clients has never been easier - no need to wait for a campaign, you can now shoot off instant messages anytime, directly from within Velocity, with the ease of using a keyboard 💲Plus, with communication history tracking stored right in Velocity, you have all of your interactions neatly organized for you! 💲Experience increased read rates and faster response times. Don't miss out on this game-changing feature - start sending instant messages today and watch your client engagement soar! With Gold Rush your opportuntites are endless. Work on building your business while Gold Rush does the rest! Let's Chat jodi.hiltz@mtgarc.ca Text me! (647) 537-8766

Another great example of how our underwriters can deliver for you and your clients! We were recently delighted to be able to bring a case from application to completion in 13 working days and featuring an app-to-offer turnaround of 24 hours. This great result highlights the great teamwork and customer-first mentality that sits at the core of our business, including using our underwriters’ discretion when the valuation was missing some information to ensure the most efficient outcome for the customer. While we appreciate that each case is different, and that each application will have its own quirks and circumstances, we’re nonetheless pleased to deliver such a great result when everything aligns. Additionally, it underlines the processes that enabled us to process 96.6% of applications within two hours in 2023. Why not give us a go with your next case, while trying out our new and enhanced online application? https://bit.ly/453WrgF Not registered with us yet? You can do so here https://bit.ly/471soHV (This is a genuine, but illustrative, case that demonstrates the turnaround times that can occur. Please note that timescales will be case-specific and may differ from those described above.) #customerservice #financialservices #servicedelivery #equityrelease #lifetimemortgage #laterlifelending #customersfirst

WhassUp-Up?! 📞 👻 Why does it matter that our Underwriters pick up phones? Let's break it down: ✅ Clarity: Chat directly with the UW working on your deal! ✅ Deal Structuring Pros: Get expert help tailoring your deal for your client. ✅ Lightning Fast Commitments: Experience same-day turnaround on commitments. 🚫 Bye-bye Email Overload: Say no to drowning in emails from us. 🚫 No Hiding: We're real people, that don't hide behind a underwriting platform. ➕➕ Plus, we're all about that human touch! Wherever you are in the mortgage process, our team is here for a chat, ensuring you get the answers and clarity you need. That's the new wave of lending! 🌊 #GlasslakeFunding #ThereAreDealsToBeMadeToday #TheNewWaveOfLending #AlternativeLending #Mortgages #CanadianLending #SmallCommercialProperties #InvestmentProperties #ResidentalProperties

🔍 Pain Point Series #2: The Burden of Repetitive Communications In our ongoing discussions with mortgage professionals, a recurring theme emerges: “Repetitive communications caused by missing or incomplete documents are a significant drain on our resources.” Directly related to our first pain point, the constant back-and-forth between brokers and clients over missing or outdated documents significantly drains resources. At LendWell, we address this challenge head-on. Our platform not only proactively reviews incoming documents to ensure they are up-to-date and complete but can also detect if a borrower has multiple bank accounts and needs to upload additional statements. 🚀 If this challenge resonates with you, feel free to reach out. Let's chat about how our upcoming solution can streamline your process.

Forget “survive until 2025.” We’ve gathered an all-star panel of mortgage experts who will share with you how to “do more in 2024” and achieve your goals now, not later. We’re calling it our “all Paul” (and one Mark!) webinar on March 27 with: Paul Hubbard, Fractional CFO Services, CWDL Paul J. Loftus, CEO, Loan Vision Paul Van Siclen, SVP, Client Strategies, Teraverde And moderated by Mark Wilson, CPA, Managing Director, CWDL The Pauls (and Mark!) will discuss: • CEO, CFO, Controller – roles, responsibilities, and focus to navigate this market • Cost control & optimization – efficiently and effectively manage your costs with all the tools at your disposal • Service levels – how to increase both external and internal customer satisfaction • Differentiation – define and focus on what you do best Don’t miss this important discussion, register here: https://lnkd.in/eGM4ttyZ