Mortgage Professional Australia’s Post

Every business should aim to eliminate double handling wherever possible. It is not cost-effective and can result in data integrity and compliance issues. Most brokers I've spoken with in the past 24 months mention they use Quickli and also their CRM for nearly every loan scenario. They dislike having to enter the same data twice and the risks associated with double entry. Users of Loan Market's MyCRM now enjoy the benefit of having Quickli integrated, giving them a competitive edge over other brokers. When you consider the suite of AI, tools and smart data that MyCRM offers its users, the inertia to change aggregators is moot. If you would like a demonstration on how it could benefit your brokerage and business message or call me. MoneyQuest Australia's inhouse expert will be happy to show you what you could be taking advantage of on your next loan appointment. Great article from Mortgage Professional Australia. #mortgagebroker #AI #banker #processimprovement #lending #data Matthew James Phelps Damien Condon Naish Rambiritch Darren Bridges Gemma Burns Julian Mattatia

We're excited to unveil MyCRM’s one-way integration with Quickli – Now live for SA/NT & WA LMG Brokers!!! A powerful feature designed to supercharge the application process with unbeatable efficiency and accuracy.   🚀 One-click efficiency with 200 data points: Say goodbye to double data entry. With a single click, seamlessly push data from MyCRM to Quickli, saving you valuable time on every application.    🔎Unmatched accuracy: Access Quickli’s comprehensive lender policies and interest rates directly from MyCRM. Enjoy faster, more precise serviceability calculations from 30+ lenders, all in one place.    💡Seamless experience with no additional MyCRM cost: Pay your current Quickli subscription and enjoy the MyCRM integration at no cost. Simply link your existing Quickli account and start reaping the benefits immediately. Erin Manhood Steve Pettitt Holly Hammond Nic Travar Tim Lavis Ruth-Kate McLafferty  

In a complex, competitive, and sometimes chaotic market, having the right digital tools and technology at your fingertips will help unite your teams, streamline your workflows, and drive exponential growth. That's why the team at Castle & Cooke Mortgage turned to Total Expert. Now, their loan officers have access to our Customer Intelligence capabilities which surfaced 4,300 equity-rich opportunities in the first 90 days and powerful co-marketing tools to build stronger referral relationships with realtors. We sat down with Castle & Cooke Vice President of Marketing Scott Kirkessner, M.Ed. to learn more about how their team is using Total Expert to turn data into closed loans.

I’m excited to share that I will now be managing #NPS for DebtManagers It is a widely used metric which basically is asking ““how likely are you to recommend us on a scale from 0 to 10” NPS (Net promoter Score) is a survey our #customers are sent and complete based on a set of questions to help us navigate what we are doing right and where we can improve. If we have unhappy customers we want to know where and how we can do better. Its highly invaluable to the company to better the experience for not only the customers but to ensure we are living up to our claims of #Creatingafairerfinancialworld

We're thrilled to announce the release of Richie 7.08, packed with exciting features and enhancements designed to elevate your brokerage experience to new heights! Here's what's new in Richie 7.08: 1. Customized Application Questions: Now available for all users, customize the wording of your application questions to better suit your business needs. Simply navigate to System Settings >> Application Questions to make changes, hide questions, or mark them as required. 2. Customized Color Schemes: Personalize your brokerage's appearance with customized color schemes for buttons, texts, backgrounds, and forms. Easily match your brand's color scheme by adjusting settings in System Settings. 3. Improved Lender Prequalification: Enhancements to the lender prequalification process now allow for better matching of products, countries, and outstanding loan positions, ensuring more accurate matches for your clients. 4. Lender Lockbox: Lenders can now access files and documents even after an offer is accepted, providing smoother collaboration and communication throughout the lending process. 5. Improved API Documentation: Our API documentation has been enhanced to provide more capabilities, including the ability to create loan applications, change statuses, create agents, and upload documents and statements via API. #RichieAI #CRM #MCA #BusinessLoans #Brokerage #Technology #Innovation #Lending #BrokerTools

🚨 New release alert: We've just launched Notes! Elevate your client experiences by jotting down important details, meeting takeaways, or those golden nuggets of info that pop up during calls with them, all within the Client Hub. 📌 Pin it to win it Got a specific detail that's crucial for a loan application? Pin it to the top! Easy access means no more digging through endless lists to find what you need. 🗑️ Declutter with a click Finished dealing with a specific note? Simply delete it! Keep your workspace clean and focused. Experience it for yourself on the MB Portal ➡ https://hub.huspy.com/ #WorkflowManagement #CRM #MortgageBrokers #Huspy #MortgageBrokersPortal #UAEMortgages #Proptech

Maximizing Profits for an Online Lender in the US This online lender noticed their vast customer base wasn’t reflecting in their profitability. By adjusting the budgeting strategy and introducing personalized loan offers, they experienced a 19.2% surge in overall revenue within five months. Lesson: Personalization and strategic budget allocation are key to reducing customer attrition and maximizing profitability. Discover the full journey on our blog: https://hubs.ly/Q02sDWJt0 #personalization #profitability #customerattrition #onlinebusiness #b2bsales

“We can save you 8 hours per application.” While that’s appealing, let’s think about the bigger picture: How does it enhance the client experience? Broker-centric solutions are valuable—they streamline your workflow and simplify processes. However, they don’t necessarily elevate your reputation, boost referrals, or enhance client satisfaction. In today’s competitive market, where lenders are increasingly targeting direct relationships, the real differentiator is an exceptional client experience and providing your client with the post completion care that a lender and/or CRM system cannot. Focus on delivering a service that goes beyond expectations. Clients remember exceptional experiences—and they’ll remember to return. #ClientExperience #MortgageBrokers #CustomerSatisfaction #ReferralGrowth #CompetitiveAdvantage

#SmallBusiness continues to be a major driver of economic growth. Learn how #FinTech is supporting small businesses using #AlternativeData

Give your brokerage the BOOST it deserves! 🚀📊 As a broker, you already understand the power of efficiency and comprehensive service. One Mortgage System Ltd (OMS) is here to lift your business! With over 40+ integrations, our system connects you to top-tier providers effortlessly for your sourcing, criteria, protection, ID and credit checks, conveyancing, AVM's, GI and many more... 🔹 Streamlined Processes: Integrating protection and sourcing services directly into your CRM, which means with one click you can offer your clients comprehensive solutions, saving you time and cutting down on complexity. 🔹 Enhanced Client Retention and Loyalty: Get them customers coming back to you every single time. They'll love the convenience, resulting in higher satisfaction and long-term loyalty. Your clients will have there own client portal to log on to, for filling out information or uploading documents. 🔹 Increased Cross-Selling Opportunities: If you already have not, expand the services you offer. With OMS, you can easily provide insurance and protection broking, meeting more of your clients’ needs and unlocking new revenue streams. Let's have a chat 📆 - book a time in my calendar for visuals with the link below and let's explore opportunities together or just give me a call 📞 07498 481203 👉 https://lnkd.in/e6Qus84Y Let's work some magic with OMS! 🔮 #OMS #CRMSoftware #Fintech #BusinessGrowth #MortgageTechnolog #DigitalTransformation Neal Jannels Dale Jannels Kevin Blount Nick Allen Jodie Andrews BA Hons MSc Joseph Ball Laura Smith Matt Jones Scott Lovell