We unpack some of the top tools aimed at freeing up broker time and making them more efficient.
Ask any broker how they’re doing at the moment, and the answer will very likely be: busy. With record levels of mortgages being written and a huge wave of leads being generated, keeping customer service levels at their peak can be challenging. But, given the increasing recognition that a broker’s time is in short supply, new platforms and tools are being launched to brokers to help them become more efficient.
This content is available exclusively to The Adviser premium members.
To continue reading the rest of this article, please log in.
Looking for our free membership option?
Sign up here
Written by Annie Kane
AUTHOR
Annie Kane is the managing editor of Momentum's mortgage broking title, The Adviser.
As well as leading the editorial strategy, Annie writes news and features about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape.
She is also the host of the Elite Broker, New Broker, Mortgage & Finance Leader, Women in Finance and In Focus podcasts and The Adviser Live webcasts.
Annie regularly emcees industry events and awards, such as the Better Business Summit, the Women in Finance Summit as well as other industry events.
Prior to joining The Adviser in 2016, Annie wrote for The GuardianAustralia and had a speciality in sustainability.
She has also had her work published in several leading consumer titles, including Elle (Australia) magazine, BBC Music, BBC History and Homes & Antiques magazines.
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
Do you know which lenders are providing brokers and their customers with the best service?
Use this monthly data to make informed decisions about which lenders to use. Simply contribute to the survey and we'll send you the results directly to your inbox - completely free!
Login
ISCOVER
JOIN THE DISCUSSION