Edition 26

Generate leads with the new refinancing eBook

Great news! The eBook, 7 reasons why your mortgage sucks (and what you can do about it), is now available to help you attract new customers and amplify your current refinancing campaign. 

What is it?

  • A 12 page eBook with:
  • A 7-step checklist for getting the most out of your mortgage
  • Educational tips encouraging new customers to consider refinancing and speak to a broker

Your how-to guide

Your guide is jam-packed with all the information you need to set up your Facebook lead ad campaign and contact your referral partners. This eBook is only for new customers and cold leads as it's not targeted to your existing customers.

We wish we could offer you a bespoke eBook landing page, but we can't (sorry). We're working on this for our next campaign.

Download the getting started guide

Connect 2018 tickets going fast!

Get in quick to save $130 on tickets to our key conference - Connect 2018. Tickets at the discounted rate of $645 per person are available for a limited time only. The ticket price will revert to $775 per person once the earlybird allocation is exhausted.

Brokers have the option to register and pay via commission deduction with equal monthly instalments for your conference registration fee. Group registrations can also access a reduced ticket rate.

Connect 2018 brings together Loan Market Group and Ray White Group and will feature:

  • The chance to leverage networking opportunities with our partners at Ray White Group
  • Loan Market awards event
  • Dedicated Loan Market day
  • Awesome party

Book here

NEW: Chinese New Year campaign material available

With Chinese New Year fast approaching, we have created some material for you to help celebrate the Year of the Dog.

What's availble?

An A4 flyer, DL flyer, EDM and Facebook tile

Visit Print UI to download the assets today.

Like some additional refinancing material for Facebook? 

Loving the refinance campaign and want even more content to share on Facebook? Well, look no further.

We have created 7 different posts focused on refinancing for you to share on Facebook. 

Start sharing >

Regulator Ready deadline extended

Due to the low completion rates, the deadline for completing the compulsory Regulator Ready training has been extended. If you have not yet completed the mandatory learning plan, please log in to Springboard and complete the 5 compulsory modules and case studies by 7 February 2018.

Watch this video from Sam White about the importance of completing the training. All Loan Market franchisees, loan writers, CSMs and staff are required to complete the learning plan on Springboard. 

How do I complete the training?

Log on to Springboard.  Your username is your Loan Market email address OR firstname.lastname. Your password is Learning1.  
The Regulator Ready Learning Plan is available on your Dashboard.

How long does it take?
The training takes between 30 and 45 minutes to complete. Please make sure to block out enough time in your calendar to complete the training by the deadline if you haven't already.


Contact the Loan Market Compliance team at compliance@loanmarket.com.au or the Learning & Development team on learning@loanmarket.com.au.

Optimise annual reviews with Home Now

March into 2018 with confidence!

Home Now is an effective tool that you can use to open the door with your customers as part of your Annual Reviews. There are no downsides.

Home Now is a free service that can help your customers save money and cut costs. Our Loan Market Home Now website and team of experts can help your clients to compare all of their utilities within minutes, as part of a utilities health check that you can offer.

As a broker, this tool can help you not only achieve your compliance goals, but provide a high level of customer care which will keep you front of mind when your clients next need financial guidance.

For further detail, contact Sarah at sarah@loanmarkethomenow.com.au

Take care of your clients beyond the finance transaction

Whether it’s annual review time or if you are wanting to reach out to your database, you can provide your clients added value with your Wealth team - offer clients a Complimentary Financial Fitness Review with a qualified financial adviser.

Use the print collateral available on Print UI to engage your customers.

The Financial Fitness Review session will help your clients to understand their current financial position and identify their long-term goals. They will have the opportunity to discuss any concerns and ways to protect, manage and grow their wealth.

Taking care of your clients after the finance transaction by giving them access to quality financial planning can help build ongoing relationships with your clients (loan duration with good financial planning extends from an average of 5 to 9 years), which helps to maximise your trail and loan book value. Remember you’ll also receive 15% Referral Fees for clients that proceed with advice.

If you’re not working with a Wealth Market adviser and would like to get started, please email andrew.ash@wealthmarket.com for information and to get your referral agreement in place.

Introducing the Productivity & Performance team - and their top tips for Springboard!

In this video, your brand new Productivity and Performance team members spill the beans on their favourite sections on Springboard, designed to help YOU get the most out of your day!

Watch the video.