Edition 32

Letter for your customer: proudly family-owned (not bank owned)

There’s been a lot of commentary in the media lately about the role of a broker and our relationship with banks. Some of you have received questions from your customers about this so the Loan Market marketing team have prepared a customer letter for your use.

We are proud to be a home-grown Australian company - still proudly family owned and led. We have over 40 lenders on our panel, from big banks to small lenders and last year we helped over 21,000 Australians secure finance. We are proud of our business, and we hope you are too when you speak with your customers.

You can use the customer letter in a number of ways; as a script when talking to customers, to mail to your clients or email to your databases.

Download the customer letter here

CBA Broker quality report released

Part of the outcomes and recommendations of the Combined Industry Forum (CIF), made up of all major lenders, aggregators and associations, was to have a more transparent and even flow of performance data and information between lenders and aggregators.

The CBA Broker Quality Report is one of the first to do just that; benchmark each brand against key categories.

Loan Market came in the top one or two quartile for every category assessed by CBA. Categories assessed include arrears, utilisation, conversion, monthly living expenses, submission efficiency and voice of customer.

Importantly, Loan Market ranked in the top quartile for HEMs or Monthly Living Expenses. This category will continue to be a integral part of being a successful and compliant broker.

As we continue to receive these reports from other lenders we will share the results with you.

3 easy steps to target first time investors

With only a few weeks left of the Investor Marketing Campaign, now is the time to use your email database to connect with more past and present clients.

So, how do you do it? It’s easy, follow these three steps:

1. Segment your database.
Ensure your message gets to the right people. It's more cost-effective and efficient too. Not sure who to target, click here!

2. Content is ready for you now.
Simply log in to Campaign Breeze and find three investor campaign branded email templates loaded and waiting for you to use.

3. Hit send in 5 minutes
Sending an email to your database has never been easier. Follow these easy instructions.

Pro tip: Check the reporting dashboard in Campaign Breeze to see who hasn't opened your email, and resend to them with a different subject line a week later

Need help? Contact marketing@loanmarket.com.au

Don’t miss EOFY campaign

With two EOFY emails ready to go in Campaign Breeze, PLUS material for your referral partner in Print UI, there is no excuse for not jumping on the EOFY bandwagon.

This campaign is a perfect tool to connect with clients who are considering how their finances could be better and those taking advantage of the sales to shop around for some new wheels.

Email 1: Get action from the thinkers
EOFY is a time when people are thinking about their finances. Could you help them get a more competitive rate? How? Just send this email to your cold leads database. Where? The template is in your Campaign Breeze account.

Email 2: From Barina to BMW
Tax time means good deals on cars! Let your customers know how you can help them finance their dream car.How? Just send this email to your database. Where? The template is in your Campaign Breeze account.

PLUS an EDM for your referral partners to send out to their database.
Ask your real estate partners to email this EDM to their landlord database when they send out their EOFY statements. Find the handy landlord materials on Print UI.

Final weeks to sort your broker photos

It is the final weeks until all brokers need to have their new (and awesome) photography done to suit our fresh and bold look.

Your state administrators are organising the final photoshoots for brokers. Contact them for more information to book yours in.

Or you can also arrange your own shoot but remember to follow the guidelines and send a test proof to the marketing team for approval before your shoot. We want to ensure your broker image makes you look like the professional you are!

The test proof doesn't have to be of you, it can be of anyone the photographer has quick access to. The purpose of the test shoot is to make sure the photographer follows the guidelines and gets the lighting and shadow right.

We can’t wait to see your new photos!
Please send test proofs and final photos to: marketing@loanmarket.com.au

Sam’s sixth CEO Sleepout

2018 marks Sam White’s sixth year taking part in the Vinnies CEO sleepout, a great cause to provide essential support to tens of thousands of Australians.

Sam aims to raise $10,000, which will go towards helping those who are facing homelessness. The monies raised will be used in a number of ways, including; feeding families in distress, providing emergency accommodation for families in crisis, relocating individuals to accommodation services, providing support programs and helping to pay rent for those facing eviction. If you would like to support this worthwhile cause, please find Sam’s donation page here.

Making financial advice easier to chat about

New print and email collateral is available now to help you introduce protection and Wealth Market financial advice services to your clients and past clients on your database.

1. Protection Disclaimer Form
This form reinforces the importance of protection insurance in protecting the client’s income, lifestyle and their family if something unexpected was to happen to them. It can be used in your process to support the insurance question in the CPA, at loan document signing stage, or when your client is ready to consider protection. You can print the form or send electronically. Available on PrintUI or download here.

2. Financial Freedom Review voucher
This voucher offers your clients a complimentary financial review with a Wealth Market adviser. Available on PrintUI or download here.

3. Introduction to Wealth Market email template
This co-branded LM & WM email introduces your clients (and past clients on your database) to your Wealth Market financial adviser and offers them a complimentary Financial Freedom Review. Email content is ready for you now. Simply log in to Campaign Breeze and find your Wealth Market email template featuring your adviser, loaded and waiting for you to use. View example here.

Need some help? Contact marketing@loanmarket.com.au

Make your office dazzle in blue

It’s time to refresh your office shopfront making it a place people want to be. To begin the process read the office and shopfront guidelines, send through your signage brief and include shopfront images to marketing@loanmarket.com.au

Every space if different so our specialist team will work with you to mock-up artwork and ensure your office dazzles.

Not enough time in your day?

Did you know there is a full team of Loan Market support specialists waiting to help process and lodge applications.

The team based in Manila offers you a dedicated support officer so you can be as efficient as possible. Since the unit launched three years ago the team have:

  • Grown the unit from 4 support officers to 20
  • Introduced Settlement services that helped our brokers with an end-to-end process
  • Worked with 370 Loan Market brokers and counting
  • Processed over 14,700 loan applications
  • Clocked up over 19,000 hours of back office support

The Broker Support Unit help over a third of our brokers and can assist you with a number of areas of your business, including:

  • Turning around files in as little as two hours
  • Data entry into your CRM
  • Loan lodgement and tracking
  • Submission of supporting documents
  • Ordering valuations
  • Raising pricing requests
  • Generating compliance documents
  • Coordinating settlement

Have more questions? Check out the FAQ’s for the Broker Support Team.

If you would like to know more or sign up for the program please feel free to contact Carla (02 9246 2335) or Jenny (02) 8245 1671 or send an email to brokersupport@loanmarket.com.au.

Daniel Pym competing for broker of the year

Loan Market Double Bay’s Daniel Pym has been announced as a finalist in the Residential Mortgage Broker of the Year category at the REB Awards. The awards is run by real estate industry publication rebonline.com.au.

Daniel’s business is built on his commitment to his customers and his strong referral relationship with Ray White Double Bay.

Congratulations Daniel!

The REB Awards will be held on Thursday, July 19.