client experience
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I suggest to my clients that they share their story, so taking my own advice. here is my story so far… Chapter One I am 43 years old (right now in 2022) and have learnt in my wise “old” age that it’s okay to be vulnerable. To learn the lessons I need to [...]
At Success & Broker we are big believers in that Vision, regardless of how small or big, it is a great thing. Your vision is ahead of you, your strategy is in front of you and the two work in tandem. So getting clear on your vision, what you are aiming for and what you [...]
It’s the nature of humans; we have an undeniable urge to create. Create skyscrapers, create towns, houses and roads…create memories, create families. And life in the twenty-first century is only set to get busier with us all creating more of everything. It’s easy to get wrapped up in the day-to-day grind, transfixed by the hustle [...]
It’s super easy as a mortgage broker or loan writer to get ‘tunnel vision’. The work load, the compliance load, the client load - it’s a lot. So getting through the ‘work’ can easily see you maintain lazer focus on the numbers, not necessarily looking broader at the activity that drives those numbers. And it’s [...]
“Ruan is experienced, passionate and compassionate. What a package! Working with him has been a pleasure. His guidance and support has helped with our vision and strategy and you can’t help but be high energy when he’s around.” - Marlies Hobbs What Is A State Of Play Session? One of my favourite sayings is [...]
Hands up - Who would love two more appointments next week? Two more appointments means more work, more client meetings, more applications, more approvals, more after-care and sure, more money. If you want more, you must work more. It’s the nature of our industry. There are a lot of people who say “work smarter [...]
Interest rates and cashback offers - do you understand them or do you sell them? With so many variables to how a client sees an incentive that pushes them to take action, it must be your responsibility as a mortgage broker or loan writer to intimately understand the lender’s incentives as well as their short [...]
In a growing and evolving industry with more clients and competition than ever before, more mortgage brokers and brokerage companies are finding it challenging to clearly define and communicate their proposition to the market. With the increase in competition comes a strong need for your proposition to be crystal clear - for your team, your [...]
We may be as bold to say that the long-term success of your mortgage broking career will depend on the strength of your professional relationships. Your client comes to you for one piece of their home-lending puzzle. So imagine being able to say to your client with clarity and confidence “I’m also going to introduce [...]