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25.01.2022 Mortgage Brokers: Have you ever wondered about the most efficient way to communicate with your team? My team are thousands of miles away, making accurate communication even more critical. Watch the video for the method I use...

22.01.2022 I recently had a deal pushed back because my team forgot to use the exact COVID Declaration template supplied by the lender. So here's a quick tweak I made to my workflows to ensure the right notes are submitted, first time, every time. If you'd like to use the same tool I use to manage my workflows client experience, request a Free Demo of BrokerEngine here: https://brokerengine.com.au/demo/

21.01.2022 Collecting documents is one of the "pain points" faced by mortgage brokers and mortgage borrowers alike. Here are a couple of integrations I'm using to link document collection to e-signing and deliver a silky-smooth client experience... If you'd like to find our more about how smart automation can streamline your practice for growth (without simply throwing more staff at the problem) then click here to book a free demo of BrokerEngine: https://brokerengine.com.au/demo/

20.01.2022 Mortgage Brokers: how are you currently managing "Due Now" vs "Due Later" document requirements? It's easy to "surprise" a borrower with last minute documents requests for a COS or Building Insurance (for example). And it's also easy as a broker to lose track of what you need from the borrower and when. Here's how I keep track of "Due Later" items without breaking a sweat.

20.01.2022 Hi Mortgage Professionals: one of the keys to writing more business is to get deals off your desk FAST and ensure they get approved and settled as efficiently as possible. In this video, I demonstrate how to tweak your processes on a "per lender" basis, so you can streamline your workflow even more and save precious time on every deal. If you like what you see and are curious to know more, click here to register for the next BrokerEngine Demo:... https://brokerengine.com.au/demo See more

20.01.2022 Hey Mortgage Brokers These days, clients expect you to have a handle on their entire portfolio at the drop of a hat. But with legacy aggregator software, it's not always easy to get the data you need, when you need it. So you end up having to to dive into the client record to work out what their portfolio looks like and where it's up to. ... All this leads to delays and extra workload that busy brokers can do without. Sooooooo, here's what you can do instead.... In this quick video, I show you how to get an instant snapshot of a client's situation on one screen. I use this ALL the time in my practice and it's a total lifesaver. If this grabs your interest, click to register for a free demo of BrokerEngine here: https://brokerengine.com.au/demo

19.01.2022 Mortgage Professionals: how often do you find that a tiny workflow miss stops a deal from moving forward? A few days ago I was tripped up by a St George Salary Sacrifice form. Here's a quick demo of how I fixed the problem from happening again, in just a few minutes... Would you like weapons-grade mortgage broker workflows like this? Check out the NEW BrokerEngine here: https://www.brokerengine.com.au/demo/

19.01.2022 Day 28 of 30: Mortgage Broker Tools To Power Your Growth Mortgage broker workload is going up, but revenue per deal is not. That's why brokers need to harness tools and tech to save time, money and effort. Here's a curated list of 11 of our favourite tool categories. These are the tools we use and recommend to our community. ... To download a copy of the slides, make sure you're a member of our free MB community. Join here: https://www.facebook.com/groups/BrokerEngine/ This post will self-destruct on 31 May @ 10am AEST. ~~~~ HERE'S OUR AGENDA: Day 1: Resetting For Growth Day 2: Coronavirus Client Communication Day 3: Mapping Out Your Growth Blueprint Day 4: Creating Unique Positioning For Your Firm Day 5: 80/20 Time Management Hacks Day 6: Lead Management Best Practices Day 7: Selling by Zoom Day 8: The Perfect Presentation Process Day 9: Collecting Killer Testimonials Day 10: The Facebook Fanpage Framework Day 11: The Video Attraction Blueprint Day 12: Building a 3 x 3 Video Matrix Day 13: Setting up your Facebook Pixel Day 14: Facebook Video Boost! Day 15: Retargeting Your Audience Day 16: Launching Your Retargeting Ad Day 17: Growing Your Email List Day 18: The 3 Layers of Communication Day 19: The Base Layer: Attracting Deals Day 20: The Middle Layer: Orchestrating Deals Day 21: The Top Layer: Executing Deals Day 22: Building your Marketing Rhythm Day 23: Orchestrating Referrals Day 24: Theory of Constraints 101 Day 25: Solving The Loan Processing Puzzle Day 26: Getting Deals OFF Your Desk Fast Day 27: The Seamless Settlement Process Day 28: Top Tools For Streamlining Workflow YOU ARE HERE Day 29: Leveraging a Book to Supercharge Growth Day 30: Congratulations! What Next?

18.01.2022 Mortgage brokers: do you use CashDeck to streamline bank statement collection? Now here's an even easier way to combine statement collection via CashDeck with your overall document collection workflow...

17.01.2022 Day 27 of 30: The Seamless Settlement Process Hey Brokers Settlement is the "emotional high point" of a property purchase. Here's how to make every settlement experience a great one so you can drive higher client satisfaction, testimonials and referrals for your mortgage broking firm. Join us over in our free mortgage broker community to grab a copy of today's slides:... https://www.facebook.com/groups/BrokerEngine/ This post will self-destruct on 5 April @ 10am AEST. ~~~~ HERE'S OUR AGENDA: Day 1: Resetting For Growth Day 2: Coronavirus Client Communication Day 3: Mapping Out Your Growth Blueprint Day 4: Creating Unique Positioning For Your Firm Day 5: 80/20 Time Management Hacks Day 6: Lead Management Best Practices Day 7: Selling by Zoom Day 8: The Perfect Presentation Process Day 9: Collecting Killer Testimonials Day 10: The Facebook Fanpage Framework Day 11: The Video Attraction Blueprint Day 12: Building a 3 x 3 Video Matrix Day 13: Setting up your Facebook Pixel Day 14: Facebook Video Boost! Day 15: Retargeting Your Audience Day 16: Launching Your Retargeting Ad Day 17: Growing Your Email List Day 18: The 3 Layers of Communication Day 19: The Base Layer: Attracting Deals Day 20: The Middle Layer: Orchestrating Deals Day 21: The Top Layer: Executing Deals Day 22: Building your Marketing Rhythm Day 23: Orchestrating Referrals Day 24: Theory of Constraints 101 Day 25: Solving The Loan Processing Puzzle Day 26: Getting Deals OFF Your Desk Fast Day 27: The Seamless Settlement Process YOU ARE HERE Day 28: Top Tools For Streamlining Workflow Day 29: Leveraging a Book to Supercharge Growth Day 30: Congratulations! What Next?

16.01.2022 Mortgage Professionals: construction loans present a real challenge for mortgage brokers. It's very hard to... Provide a great client EXPERIENCE... AND Prevent costly MISTAKES AND Do all the above EFFICIENTLY In this video I demonstrate how to achieve all three at the same time. If you're a broker who writes a bit of construction business, you should definitely check this out . If you'd like to explore out how to do this in YOUR practice, click here to register for a free demo of BrokerEngine: https://brokerengine.com.au/demo

12.01.2022 Mortgage Brokers: it's GREAT to get referrals from industry partners... but if you don't manage those partners and keep them updated, you may find the referrals dry up Pretty Damn Quick. Here are two ways I manage referral partners so they stay active and engaged...

08.01.2022 Day 29 of 30: Leveraging a Book to Supercharge Growth Here's an advanced strategy to drive more new, repeat, and referral business. A few months ago mortgage broker (and Co-Founder of BrokerEngine) Craig Vaughan published a client-getting book. In this video we go behind-the-scenes of the whole process, including...... - 5 marketing campaigns he's been testing, as well as: - The time and money costs of creating a book - DIY and Done-For-You options for publishing a book - And more... If you'd like to download the slides or other resources, make sure you're a member of our free Mortgage Broker Community: https://www.facebook.com/groups/BrokerEngine/ This post will self-destruct on 4th June @ 10am AEST. ~~~~ HERE'S OUR AGENDA: Day 1: Resetting For Growth Day 2: Coronavirus Client Communication Day 3: Mapping Out Your Growth Blueprint Day 4: Creating Unique Positioning For Your Firm Day 5: 80/20 Time Management Hacks Day 6: Lead Management Best Practices Day 7: Selling by Zoom Day 8: The Perfect Presentation Process Day 9: Collecting Killer Testimonials Day 10: The Facebook Fanpage Framework Day 11: The Video Attraction Blueprint Day 12: Building a 3 x 3 Video Matrix Day 13: Setting up your Facebook Pixel Day 14: Facebook Video Boost! Day 15: Retargeting Your Audience Day 16: Launching Your Retargeting Ad Day 17: Growing Your Email List Day 18: The 3 Layers of Communication Day 19: The Base Layer: Attracting Deals Day 20: The Middle Layer: Orchestrating Deals Day 21: The Top Layer: Executing Deals Day 22: Building your Marketing Rhythm Day 23: Orchestrating Referrals Day 24: Theory of Constraints 101 Day 25: Solving The Loan Processing Puzzle Day 26: Getting Deals OFF Your Desk Fast Day 27: The Seamless Settlement Process Day 28: Top Tools For Streamlining Workflow Day 29: Leveraging a Book to Supercharge Growth YOU ARE HERE Day 30: Congratulations! What Next?

08.01.2022 Most mortgage brokers know that without good systems and processes, you can't scale. But the answer isn't to build rigid systems that are set in "concrete". You need to build them with "velcro" so you can quickly adapt them as needed. Here's a quick example of how I updated my workflows in just a few minutes in response to a changing lender policy...

07.01.2022 Mortgage pros: let me know if this sounds familiar... A client asks you to put together a "quick quote" on a transaction they're considering... Let's say it's a 400K purchase. ... So you go away and come back to them with a snapshot of how much money they'll need, indicative interest rates and approximate repayments... But more often than not, the client comes back and says, "How about a 450K purchase?", or, "We're thinking we might go with a Land and Build now... how would that look?" Before long, you're chewing up a heap of time on quick quotes and scenario comparisons that may or may not go anywhere. Here's a quick video where I walk through how I solved this problem in my practice. Now I can quickly and easily generate Quick Quotes and compare funding positions in minutes. Check our this video and let me know what you think.

07.01.2022 Hey Mortgage Brokers As settlement draws closer, your deals become more time-sensitive. If everything goes smoothly, you'll have a client for life. But if mistakes happen, you may be dealing with an irate client who will never refer. Here's the "Settlement Booked" process I use in my practice to manage this part of the Deal. Check it out!

06.01.2022 Mortgage Professionals: Pre-Approval is one of the high points in the lending process. But I wasn't happy with my workflows around this vital step. To solve this, I decided to create a new workflow. Here's a walkthrough of what I came up with, including: Notifying and congratulating the client Advising and tracking pre-approval conditions Providing supporting information... Following up and nurturing until purchase I hope there are some concepts you can borrow and deploy in your practice. If you'd like to use the same tool I use, request a Free Demo of BrokerEngine here: https://brokerengine.com.au/demo/

03.01.2022 Hey mortgage brokers: do you ever wonder how you can deliver a 5-star experience to clients so they tell all their family and friends about you? One simple method I've been playing around with is to add short videos into my client-facing workflows. Here's an example of how to set this up using simple and low cost tools...

01.01.2022 Mortgage Brokers: every so often something changes in the broking landscape which means you have to update your processes. Here's a short video where I show you in real time how I updated my processes to deal with non-face-to-face lending requirements. If you're curious to know more, request a free demo at:... https://brokerengine.com.au/demo/ See more

01.01.2022 Mortgage Pros: collecting documents from clients via email is no longer an option for brokers who want to write more business in less time. There are a few tools in the market... but most haven't been designed SPECIFICALLY with mortgage brokers in mind. In this quick video I demonstrate our solution FinanceVault, and some of the features that make this the easiest way for mortgage brokers to collect documents.... For a limited time, FinanceVault is included with BrokerEngine at no extra cost. Sign up for a free demo here: https://brokerengine.com.au/demo