Edition 27

FINAL DEADLINE: Complete compulsory compliance modules by Friday 16 February

Jump into Springboard to complete the regulator ready modules by Friday 16 February or you’ll be required to attend a compulsory group session at your Corporate office to complete the course.

Please note that all brokers, loan writers and support staff are required to complete these 5 short modules and 5 case studies which take approx 45 minutes. States will make contact will all non compliant brokers and their staff to enroll in an additional classroom session.

Complete here

First co-branded Loan Market and Wealth Market office opens in Coolangatta

The future is here! The first co-branded Loan Market and Wealth Market office opened last week in Coolangatta on Thursday, 8 February. This new finance hub is owned by Jared and Shallain Hodge, owners of a Ray White network on the Gold Coast. Wealth Market financial adviser, Ben King, will be working closely with the Loan Market team - which includes four brokers, a client services manager and an office manager - to help service clients protection needs and broader financial goals.

Ben will be providing quality financial advice to clients across the Hodges’ integrated Ray White and Loan Market business.

“Working closely together as a team of professionals, we’re able to offer a better, more personal experience for the customer, and provide quality financial services from the first contact.”

We’ll provide the right loan for the client, and Ben will review their insurance and broader financial needs to ensure clients are protected and meeting their goals. And Ben’s available whenever they need help….if something unexpected happens or to help keep them on track.” - Shallain Hodge

Partner with Wealth Market, contact andrew.ash@wealthmarket.com to get started.

Wealth Market YTD Leaderboard

Sam White supports The Big Issue

Sam joined The Big Issue vendor, David, during International Vendor Week, alongside more than 100 business and government leaders across Australia. It’s all part of the magazine’s CEO Selling campaign to shine a spotlight on homeless and disadvantaged vendors of The Big Issue, who are working to improve their lives.

"It was a privilege to work alongside David and to start to understand the challenges that he, and many others face on a daily basis", White said.

"With 1 in 200 Australians without a home, everyone can play a role in ending homelessness. Working with David today, we are aiming to bring a high-level of attention to this nationwide problem”.

Buying a copy of The Big Issue is a meaningful way we can show our support to people who may be without shelter, but who are working really hard to better their lives.

If you haven’t got your copy, grab one now and support homeless and disadvantaged people earning a living.

Asset Finance 2018

February kicked off with our National Asset Finance Workshop in Sydney. The day was a great success with several key areas identified for implementation and improvement. Attendees workshopped a range of topics that covered many aspects of Asset Finance, from prospecting and appropriate charging, to dealing with credit and complex transactions. The day wrapping up with a number of our key lender representatives taking part in a Q&A panel session.

Following the success of this event we now look to take the learnings from the day to the whole group and will be looking to run further sessions in your state covering each market.

Whether referring, writing or taking on staff to service your customers with Asset Finance, these discussions cover it all. Remember, if you aren’t looking after your customers with Asset Finance, there is a chance someone else will.

If you are interested in finding out more about Asset Finance please let us know by emailing assetfinance@loanmarket.com.au

Drum roll for the second Connect speaker

A legend in the music world and currently on tour with P!NK, Mark Schulman is an incredible musician, dynamic performer and a strategic business mind who has turned his success on stage into true business success.

You'll be treated to an incredible show that will empower and inspire, as well as provide you with practical, innovative business strategies - helping you to "hack the rockstar attitude".

Using music and real-world experience as a teaching tool, Mark Schulman knows how to thrive under pressure and will leave you drumming up new levels of peak performance!

Watch the video here

Missed our first speaker?

Introducing Platon. The world renowned, award winning photographer and master storyteller has been up close and personal with some of the world’s most powerful leaders, celebrities and human rights figures. Missed the video? Watch it here.

Register for Connect Conference 2018

Two full days packed with inspiring speakers and specialist breakout sessions covering all areas of our business.

  • Loan Market and Wealth Market International Awards gala dinner
  • Dedicated Loan Market and Wealth Market sessions
  • A party to end all parties!

Register now

Get MyCRM ready

Get ready for your MyCRM transition with some simple steps:

  1. Login to the MyCRM training environment.
  2. Watch the tutorial videos on Springboard.
  3. Check you can access your leads, clients and loans.
  4. Speak to your State Team about your timeline for transition.

Find out more

Want to reactivate your cold leads?

Use the refinance campaign to reactivate your cold leads. Ready to get started, here's what to do:

  • Download the campaign toolkit here
  • Access the range of broker marketing tools including a landing page, email templates, referral material, flyers and posters, social media tiles and blog posts
  • Start segmenting your database
  • Execute your own campaign
  • Measure your results
  • Give us your feedback

Questions? For questions or support, contact marketing@loanmarket.com.au

Get your Lender Weather Update on Springboard

Want to know the latest from our lender panel? Nicole catches up with VIC Loan Market Go BDM, Vince, on what’s happening at Loan Market Go, opportunities, niches and policy changes.

Watch Episode 18 here on the dedicated Springboard channel.

Drive leads with Facebook

Are you ready to generate more leads through Facebook? The refinance eBook, 7 reasons why your mortgage sucks (what you can do about it), is now available to help you attract new customers.

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 contains step-by-step instructions on how to set up your campaign.

Get started

Business planning for success

Is your business plan locked and loaded? Most brokers know what they want to achieve, but actually putting it down on paper and setting a plan is a powerful first step towards hitting those goals.

What activities should you be doing more of this year? What activities should you be doing less of? Taking a moment to review 2017 and set a plan for 2018 could be the difference between hitting your goals and missing them by $50 million. Discover the benefits of business planning along with what activities to track and how to work smart to smash your goals.

Get started

Dates for the diary

Stay on top of upcoming events and add these dates to your diary now:

  • 27th/28th March (SYD) ‘Wanting to grow your business’
  • 15th/17th April ‘Integration Retreat’ - TBC
  • 27th/28th May (SA) ‘Leading Ladies Summit’
  • 5th/6th June ‘Leadership Retreat’
  • 13th/14th August ‘Connect Conference’