Resources

Sep 18, 2017

What would you like to achieve in your business next year? What would you like your business to look like in five years’ time? A business plan allows you to set strategic goals and make effective plans to achieve them.

Sep 18, 2017

The last 12 months have seen a lot of changes and it falls on us as mortgage brokers to adapt to the new landscape. We certainly didn’t imagine that in some cases, commercial loans would end up being cheaper than residential investment loans!

Mar 20, 2017

Most brokers have one or more relationships with a referral partner. These relationships have historically been with Real Estate Agents, Accountants, Financial Advisors and Solicitors, though we have often seen brokers engaging with a range of other kinds of businesses to obtain leads.

Feb 16, 2017

There’s an old adage that goes “your existing customers are your best customers.” Generally speaking, it costs a lot less to generate repeat business from an existing client than it does to locate a new one – so it makes sense to do all you can to keep your customers loyal.

Jan 24, 2017

In addition to providing clients with useful information on mortgage products and helping with mortgage applications, your role as a mortgage broker includes selling. Being an effective salesperson is about knowing your customers, understanding the industry and applying effective communication skills.

Aug 15, 2016

Ryan Leong, our Chinese Broker Services Manager gives you his best tips on verifying employment information from Chinese borrowers. Read in English.

Mar 03, 2015

You asked to hear more about your broker peers at Connective. So this month we’re featuring Paul Eadon from Eadon Home Loans – one of South Australia’s very successful brokerages.

Oct 01, 2014

As you requested in our last membership survey, we’re bringing you a series of profile articles on some of our successful brokers. This month, we’re featuring Maree Imbruglia from AFI.