Call for brokers to assess lenders in survey

The survey asks brokers to evaluate a lender’s performance across 17 attributes comprising the lender’s entire offering to the third-party channel, including products, technology, personnel, settlement, digital tools and online resources, broker communication and education, and broker portals.

The results of the survey will inform the Third-Party Lending Report 2022, which is a key diagnostic tool that helps lenders understand their strengths and weaknesses, and provides them with an opportunity to improve their offerings and approach to the third-party channel.

Commenting on the survey, Momentum Intelligence director Michael Johnson said: “Lenders rely on this data to understand how they are perceived by brokers and to help prioritise their strategic investments for the next 12 months and beyond.

“In fact, a number of lenders have decided to take action on investing in new technology, such as upfront valuations, when they’ve received this broker feedback. This survey is a real opportunity for brokers to have a direct line to the decision makers at these lenders to help create positive change.”

The survey, which will take around seven minutes to complete, will run until mid-April, and is open to mortgage brokers and finance brokers across Australia with questions covering residential, commercial, business, and personal loans.

The key findings of the Third-Party Lending Report will also be published in The Adviser magazine later this year.

At the completion of the survey, The Adviser will collect respondents’ details for a prize draw for an opportunity to win a $1,000 Qantas gift card or one of two $250 Visa gift cards.

Take the 2022 Third-Party Lending Survey now, or email This email address is being protected from spambots. You need JavaScript enabled to view it. for further inquiries.

[Related: Which lender do brokers most highly rate?]