| How to easily
grow your income |
If you're a broker wanting to grow your
income but don't want to go down the path of becoming a Financial Planner then you
should consider becoming a Mortgage Planner.
Mortgage Planning falls into that space
between Mortgage Broking and Financial Planning, but without crossing the line
of providing financial product advice.
As a Mortgage
Planner you'll be equipped to offer a more
comprehensive and long term service to clients, and to clearly differentiate yourself
from other brokers and direct lenders.
Ultimately
this will lead to increased revenue
through improved client retention,
increased referrals and the
ability to charge fees for service.
READ MORE...
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SO..WHO LIKES WINNING?
Become a fan of our Intellitrain Facebook page and gain the chance to win one of three $150 Coles/Myer Gift Cards.
 Sound good?
To find out how to win, simply click the following link!
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Advantages of Becoming a Mortgage Planner |
Advantages of
offering Mortgage Planning services to your clients include:
-
Differentiate
yourself from lender loan writers
-
Differentiate
yourself from standard mortgage brokers
-
Provide
clients with what they want - advice and partnership
-
Stronger
client relationship equals repeat business and referrals
-
Protect
your clients from other professionals poaching them
-
Financially
stronger clients equals more loans and less write-backs
-
Place
control of remuneration where it belongs - with you
What's being said about Mortgage Planning?
"I have taken so many
ideas and potential uses presented...all have potential to provide added value
and benefits for my existing clients and add new income streams to my current
business model.
I would highly recommend anybody in our
competitive industry to attend this course."
Robert
Cinnamon, Professional Finance Concepts Pty Ltd
"Excellent
content, well groomed and informative speakers. The information is very
pertinent to the mortgage industry. This teaching should be given to all
mortgage brokers."
Denis
Hill - Australian Finance and Developments
"Practical course teaching new ways of
diversifying our business. What we have learned from this course will assist
our clients in planning for their future."
Trent
Bartels - A & B Financial Solutions
"The mortgage planning service is a welcomed addition
to our practice and the need will be enhanced by the introduction of
responsible lending under the new regulations."
Tammy
Reid - Loan Wize Pty Ltd
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ASK AND THOU SHALT RECEIVE
Free Diploma of Mortgage Broking Webinar
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 We have had a number of students requesting that we re-run our Diploma Assessment Assistance Webinars for all Diploma of Mortgage Broking Management students, following the success of our sessions in May. To our students we say, ask and thou shalt receive!
On August 31st we are offering a free Diploma Assessment Webinar, for all of our current Diploma of Financial Services (Mortgage Broking Management) students.
This webinar is to assist students throughout the assessment process.
Graeme Porter, our Diploma of Mortgage Broking Senior Trainer, will be providing valuable insights to
assist you with the assessment requirements and clarify any issues.
Date: Tuesday, August 31st
Time: 2pm - 4pm.  |
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| NEWS BITES |
Debt advice missed opportunity for brokers 
- The Adviser
Broker perception towards clients' debt management could be costing them business..Read More
Lending slump reinforces need for diversification
- The Adviser
Dismally weak housing finance figures have reinforced the need
for brokers to build a diversified product offering to remain
sustainable during periods of low borrowing activity..Read More
Brokers save refinancers cash
- Broker News
Seven out of ten refinancers that used a mortgage broker saved money on their mortgage, according to a new report..Read More
AFG to process commissions within six hours
- Broker News
AFG has invested in a new IT platform that will help it pay commissions three times faster..Read More
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