As the founder, owner, mortgage broker & mentor of the boutique Quality Financial Group, I was seeking an aggregator who could partner with me and provide my business model with support in the following areas:
✅Market leading mortgage broker CRM software
✅Experienced “Yes, can do” BDM who understands my business model
✅Unique Support Services
✅No BS corporate management roadblocks
As a newcomer to Finsure aggregation at the beginning of 2020, I can confirm that I have achieved and enjoyed all of the above. 🙂 Let’s dig a little deeper…
👉✅Market Leading Mortgage Broker CRM Software
Infynity is the first aggregator software built for the modern broker. Developed by our in-house technical specialists, Infynity utilises the latest technology to deliver a user-friendly CRM solution that allows a broker to operate at maximum efficiency. With sophisticated marketing tools, intuitive data analytics and intelligent process automation, Infynity sets itself far apart from the competition.
👉✅Experienced “Yes, Can Do” BDM
Chris Patsouras, my dedicated Finsure BDM has been a loyal and trusted support to my business and has directly assisted and supported me to increase my business by more than 500% during 2020. With his experience and expertise, Chris has supported me in every way possible to enable my business to grow successfully. Here is just one example of his dedication: In order to enable the quick and seamless onboarding of new brokers into Quality Financial Group, Chris organised a concierge service unique to my business.
This entailed a Finsure staff member having an intimate knowledge of my business model and therefore no errors were incurred during the set-up phase. He trained the staff member to organise a pre-populated pack of all the lender accreditation forms for each new broker which eliminated any mistakes a new broker could make. Chris’s foresight and engineering of this process is absolutely priceless in terms of saving time for the broker coming onboard!
Thanks Chris for being the best BDM EVER! 🤩
👉✅Unique Support Services
Finsure pride themselves on their ability to support the brokers’ needs and help them maximise their success. To do this, they offer a comprehensive range of business support services including marketing support, technology support and ongoing education, including providing brokers with additional services to assist with administrative tasks and fraud prevention and furthermore;
- CRM Data Entry
- Lodging applications
- Fraud checks & prevention
- Credit policy guidance
👉✅No BS Corporate Management Roadblocks
Finsure management have an understanding of my business model and have given my business a better solution. Established in 2011, Finsure has evolved into one of Australia’s largest mortgage broking groups.
At the very core of their business ethos is the desire to provide the strongest value proposition to all their broker partners. It is this principle that underpins who they are as an organisation, and why they are able to provide the maximum value to those who align with us.
🏆 Finsure have been acknowledged as leaders in the mortgage broking industry through many awards, including Aggregator of the Year at the 2020 Australian Lending Awards 🏆
Love my life❣️
If you need more information about becoming a mortgage broker and need a mortgage broker mentor, look at Sue Hayter’s exciting website www.melbournemortgagebrokermentor.com.au