Four strategies to take your brokerage to the next level

Promoted by AFG4 minute read

Scale your business with these tried and tested growth strategies that top brokers use.

You’ve mastered the art of mortgage broking, learned what works and what doesn’t, and are on the path to building a successful business. But the reality is that the more your business grows, the harder it becomes to implement strategies that will help take it to the next level.

Three of AFG’s top brokers have shared their insights to create an informative guide that includes four essential pillars that can help you turn the dial even further. Watch the video guide here.

Delve into the four key areas to guide your business strategy and build the foundation for sustainable growth.

1. Streamline your operations for efficiency

Time is money, and efficient operations can save both. Streamlining your operations can save resources, reduce errors and ultimately serve your clients better.

Start by setting clear standards for how things get done and ensure everyone in your team knows their responsibilities. Then you can look to leverage technology to handle routine tasks and automate communications. How to streamline your operations.

2. Build your brand and reputation for a competitive edge

Your brand is what sets you apart and consistency is key to building a solid brand and reputation. Being consistent with your look, feel and messaging across all your marketing materials is like planting seeds for future business growth. Paired with a strong reputation, you can help build recognition, trust and credibility from the outset.

By consistently delivering value to your existing clients, you will help reinforce your reputation and more people will believe you’re an expert they can trust. Tips to build your brand and reputation.

3. Manage your referrals for a profitable lead source

Getting great referrals is like striking gold for brokers, but your referral network needs nurturing to make this a reality. You should cultivate and manage your referral network strategically to maximise its potential. Not all referrals are equal. Pay attention to who sends quality leads and prioritise them. Keep them updated about your progress and successes so they keep sending leads your way. A well-managed referral network not only brings in new business but also fosters long-term mutual success. It’s a win-win that keeps your pipeline flowing. Improve your lead quality.

4. Improve your client experience for repeat business

Happy clients are loyal clients. A positive client experience is crucial to fostering loyalty and generating repeat business. Listen to what they need, tailor your services, communicate clearly and address any concerns promptly to build trust and confidence.

And remember, it doesn’t stop once the transaction is over. Stay front of mind through updates, newsletters, and helpful tips to turn clients into advocates who return and refer others. Steps to improve your client experience.

Growing your brokerage doesn’t have to be complicated, but it does require clear direction. The full video dives into each of these pillars with actionable steps you can take. Building your ultimate brokerage just became easier.

Supporting you throughout your broker journey.
If you're interested in the growing your brokerage, you might also be interested in our Better Broker’s Guides:
Starting your own mortgage brokerage
High performance broking
High performance broking - customer experience & workflow optimisation
Building profitable referral networks
Diversifying your business into commercial lending

Looking for the right support and tools to grow your business?
Contact us for more information about how we can support you throughout your journey.
Remember you can always reach out to Them Lam, our Head of Sales and Distribution for a chat here: This email address is being protected from spambots. You need JavaScript enabled to view it..

For 27 years we have been on a mission to create a fairer financial future for Australians. And that starts with...

Latest articles

afg   take your brokerage to the next level   next video pzuhzu


You need to be a member to post comments. Become a member for free today!
Read the latest issue of The Adviser magazine!
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
Read more