Nomination

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ASSET FINANCE BROKER OF THE YEAR

This award recognises the broker that specialises in asset finance and is best servicing the
asset finance needs of their clients. Asset finance includes, but is not limited to, business
and consumer car finance, and equipment and leasing finance. Submission quality and
customer service as well as business processes, systems, stakeholder engagement and
customer relationship abilities will also be assessed in this category.

BOUTIQUE AGGREGATOR OF THE YEAR

Boutique aggregation groups play a key role in today's market.
This award recognises the boutique aggregation group that has the most effective member
offering and best supports their business growth.

BROKER MARKETING PLATFORM OF THE YEAR

Effective marketing is key to customer acquisition and retention. However, while most
brokers and broker groups appreciate the need for ongoing marketing, a number of groups
clearly stand out in this field - and the results they achieve speak for themselves.

This award recognises the broker group or aggregation group that provides the best
marketing platform for its members to most effectively drive business development and
retain existing clients for 2021

CUSTOMER SERVICE OF THE YEAR - OFFICE

This award recognises the office that has delivered the best customer service for 2021. It is
open to all offices that operate from a single location.
This category assesses the business benefits associated with effective customer service,
| taking into account the uplift in new, repeat and referred business.

DIVERSIFICATION PROGRAM OF THE YEAR

While residential mortgages are the mainstay generator of business for the majority of
brokers, there has been a steady shift towards a diversified broker offering to strengthen
client relationships and meet their evolving needs. Brokers now offer a breadth of products,
ranging from debt protection and business finance to superannuation.

This award acknowledges the broking office that best harnessed a broad solution offering
and most effectively developed their business through diversification.

INNOVATOR OF THE YEAR

In a competitive marketplace, innovation is essential to standing out from the crowd and
this holds especially true in the broking industry, considering competition from bank retail
branches as well as from third-party industry participants.

Innovation involves forward thinking and unique concepts, with the backing, drive and
ability to realise them.

MAJOR AGGREGATOR OF THE YEAR

This award recognises the aggregator (over 500 members) that has been most effective in
member servicing and development, and how that has impacted/supported member
recruitment and retention.

MAJOR BROKERAGE OF THE YEAR - FRANCHISE

Franchising as a business structure continues to grow in Australia, with a raft of industries
embracing the benefits offered by franchising - including broking. While franchising does
not appeal to all, for many brokers, the brand, systems, support and structure offered by
franchising have given them the tools and resources for driving business success.

This award highlights the brokerage group that offers a franchise or branded model that has
excelled over the previous 12 months (1 January 2021 to 31 December 2021), based on
growth business metrics as well as broker support and servicing. The award will consider the
activities, strategies and actions of the corporate in terms of broker recruitment,
empowerment and retention as well as the success of individual brokers in supporting the
corporate's overall growth and development.

MAJOR BROKERAGE OF THE YEAR - NON-FRANCHISE

Mortgage broking has risen rapidly as a profession over the past decade, with a number of
key brokerage groups driving the evolution of the sector. These are the brands synonymous
with the mortgage broker proposition, and these groups have given way to the rise of other
broker groups that might not have the same size but have clout in terms of their customer
service abilities and business growth capacity.

This award recognises the brokerage group with over 11 brokers/loan writers that has done
the most to advance the development of mortgage broking, based on their proposition
towards members and member recruitment, but also their customer-centric capabilities
over the past 12 months (1 January 2021 to 31 December 2021). It is a holistic award that
covers both the business side of operating a brokerage and the success of its parts
individual brokers on the ground writing loans and other financial products.

MARKETING CAMPAIGN OF THE YEAR

Effective marketing is key to customer acquisition and retention. However, while most
brokers and broker groups appreciate the need for ongoing marketing, a number of groups
clearly stand out in this field, and the results they achieve speak for themselves. This award
considers the marketing process undertaken to generate leads and convert business.
Consideration will be placed on brokers' ability to leverage a range of marketing media,
from traditional print advertising to social media, and how that integrated approach helped
deliver a more effective campaign.

This award recognises the brokerage that has undertaken the best marketing campaign in
Australia over 2021.

NEW OFFICE OF THE YEAR

This award recognises the most successful new office for 2021 and is open to all residential
mortgage brokerages/offices that meet category requirements. This category assesses loan
settlement and loan book performance of both the individual brokers and collective office.
Individual and collective conversion rates, submission quality and customer servicing
capabilities will also be evaluated as part of this award. New players must have entered the
industry on or after 1 January 2021.

OFFICE OF THE YEAR - FRANCHISE

This award recognises the individual franchise office that has most effectively driven
business growth over the previous 12 months (1 January 2021 to 31 December 2021) across
all product sectors, utilising a range of business development principles and tactics.

An individual office plays a key role in servicing borrowers in their local market. For many
brokers, the brand, systems, support and structure offered by franchising have given them
the tools and resources to help drive even greater business success.

OFFICE OF THE YEAR - NON-FRANCHISE

An individual office plays a key role in servicing borrowers in their local market. Offices
considered for this category are not part of a franchise.

This award recognises the individual office that has most effectively driven business growth
over the previous 12 months (1 January 2021 to 31 December 2021) across all product
sectors, utilising a range of business development principles and tactics.

REGIONAL OFFICE OF THE YEAR

This award recognises the individual office (in a regional location) that has most effectively
driven business growth over the previous 12 months across all product sectors, utilising a
range of business development principles and tactics.
Regional offices of any size will be considered for this category.

SOCIAL AND COMMUNITY ENGAGEMENT PROGRAM OF THE YEAR

Success in business is no longer determined by the profit you make or the people you
employ. Corporate Australia now has greater demands on businesses to support the wider
community or environment and, in some cases, to give to those not as fortunate.

This award recognises the brokerage that has gained the most traction via an ethical/social
responsibility program and can highlight how that program has improved the position of the
people or cause in which it is focused.

TECHNOLOGY PLATFORM OF THE YEAR

Access to up-to-date lender interest rates, current product and policy information plus the
backing of a solid CRM system are business essentials for brokers. Aggregator/brokerage-
provided technolo8y has grown by leaps and bounds over the past decade, and evolution in
this sector remains a key focus for industry stakeholders, who are providing their brokers
with cutting-edge technology to help take their business to new levels.

This award recognises the aggregation/brokerage group that has developed the most
effective technology platform for brokers that not only integrates core functionality, but is
also user-friendly, easy to maintain and adds to a broker's service proposition - the best
platform that gives scope for ongoing development and simple integration with other
mainstream technology.

TRAINING AND EDUCATION PROGRAM OF THE YEAR

This award acknowledges the group that is providing its members with the most effective
and diverse training programs relevant to the role of a professional broker.
This is a group award and is based on the period from 1 January 2021 to 31 December 2021.

COMMERCIAL BROKER OF THE YEAR

This award recognises the broker who specialises in commercial finance and is best servicing
the commercial borrowing needs of their business clients. The factors included in the
assessment are loan volumes, number of deals and year-on-year growth in funding for
commercial property, as well as construction and development finance. Submission quality
and customer service as well as business processes, systems, stakeholder engagement and
customer relationship abilities will also form part of the evaluation.

CUSTOMER SERVICE OF THE YEAR - INDIVIDUAL

This award recognises the broker who has delivered the best customer service for 2021. This
category assesses the business benefits associated with effective customer
service/satisfaction, taking into account the uplift in new, repeat and referred businesses.

FINANCE BROKER OF THE YEAR

This award acknowledges the growing customer thrust towards holistic servicing and
recognises the broker best servicing the non-mortgage needs of clients (business finance,
cash-flow funding, personal loans etc. excluding commercial mortgages and asset finance
please see separate categories).

INDUSTRY THOUGHT LEADER OF THE YEAR

This award recognises the individual within the Australian broking market who has shown
long-term passion and aptitude for improving and leading the industry.
This professional is able to clearly articulate the desired direction of the industry to
champion the growth and development of the sector.

LOAN ADMINISTRATOR OF THE YEAR

This award recognises the loan administrator who has most effectively supported the broker
or business in which they work. The category will assess volume of submissions supported;
attention to detail; knowledge of products, bank systems and loan processes; as well as
Customer service capabilities.

MENTOR OF THE YEAR

The Mentor of the Year award recognises the professional who plays an integral role in
guiding, supporting and promoting the training and career development of their mentees.

The Mentor of the Year is committed to the employees' professional development and
cultural integration, demonstrating leadership and advocating for the future leaders in the
broking industry.They show success in their current business/role and demonstrate the
influence they themselves have made to the broking profession.

NEWCOMER OF THE YEAR

This award acknowledges the most successful new brokers who joined the industry less than
two years ago.
Success is based not only on loan volumes and business performance metrics but also a
holistic approach in building a sustainable platform for future expansion and client
feedback.

REGIONAL BROKER OF THE YEAR

This award recognises the broker (operating in a regional location) who best represents the
industry across key factors, including, but not limited to, loan volumes, loan book growth,
compliance, submission quality and customer service, as well as business processes,
systems, stakeholder engagement and customer relationship abilities.

RESIDENTIAL BROKER OF THE YEAR

This award recognises the residential broker who best represents the industry across key
factors, including, but not limited to, loan volumes, loan book growth, compliance,
submission quality and customer service, as well as business processes, systems,
stakeholder engagement and customer relationship abilities.

RISING STAR

The Rising Star award recognises tomorrow's leader -the professional who will play an
integral role in the development of broking in the years ahead. The Rising Star will be
entrepreneurial, highlight unique thought leadership, show success in their current
business/role and reveal how they have already made a difference to the broking profession
within their past five years of full-time operation.

WELLNESS ADVOCATE OF THE YEAR

This award recognises the individual who has actively advocated for health and wellness
initiatives, events and/or activities in the industry, among their peers and/or the community
at large.

This is required.

Thank you for your interest in Australian Broking Awards 2022.

Please find the attached category descriptions.

For any additional information, or any questions, please contact [email protected] or alternatively call 02 9922 3300.

We look forward to seeing your submission.

Best wishes,
Australian Broking Awards Team

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