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Why this independent broker expanded into financial services

nick reilly web nick reilly web
Tasha Levy 5 minute read

Nick Reilly is the co-founder and managing director of mortgage broking and financial planning firm Inovayt, a finalist in this year’s Better Business Awards Victoria in the Best Independent Office (more than 5 brokers) category.

Nick joins host Annie Kane on this episode of Elite Broker to share why he opted to take the independent route, the benefits of having different service offerings within one business, and how the structure of his team delivers optimal efficiency and productivity.

Nick also details:

  • How the business ensures offshore staff feel part of the team
  • The systems used by Inovayt to simplify the loan writing process
  • The importance of post-settlement correspondence with clients

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Articles of interest:

Why this broker expanded her service offering
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