5 Goal Setting Tips for the New Financial Year

Resi blog

Connective members get access to a stack of tools that can supercharge goal setting and help achieve remarkable results.

1. Focus on business performance

Monitor application and settlement volumes to drive improvements, deep dive into commissions, arrears and discharges or review lead to opportunity conversion to identify growth areas. You can do all of this in the Connective Analytics App in Mercury Nexus, exclusively available to Connective directors. Find out how.

2. Identify and retain clients eligible for refinancing

Set a goal to identify clients whose fixed rate is about to expire. Develop targeted communication campaigns to reach out to these clients and offer refinancing options. You could use our fixed rate expiry report in Mercury Nexus paired with our Digital Marketing Hub to find out when your clients’ fixed rates are expiring and then automate communications to ensure you retain them.

3. Expand your client base

Set a goal to acquire a specific number of new clients during the next financial year. Identify target demographics, such as first-time homebuyers or investors, and develop marketing strategies to attract them.

4. Streamline operational efficiency

Aim to improve operational efficiency by setting goals to streamline your processes. Evaluate your workflow, identify areas for improvement, and implement tools or technologies that can automate repetitive tasks. This will help you save time, reduce errors, and enhance overall productivity, allowing you to serve more clients effectively. Get in touch with your Partnership Manager for tips to improve your Mercury Nexus workflows.

5. Enhance professional skills

Invest in your professional development by setting goals to improve your knowledge and skills. Stay updated on industry regulations, market trends, and lending policies. Attend relevant workshops, conferences, and training sessions to enhance your expertise and offer more value to your clients. Visit our Learning and Development website.

Remember, setting specific, measurable, attainable, relevant, and time-bound (SMART) goals can help you stay focused and motivated throughout the year. Regularly track your progress, make necessary adjustments, and celebrate milestones along the way.