$#!% yeah! Our new refinancing campaign is live!
Our new refinancing campaign is now live!
Target new clients and cold leads by getting on board - run your own local refinancing campaign using the how-to guide provided in the broker toolkit.
With the campaign running until 31 March, it's time to get the ball rolling and make all the preparations you'll need to bring in those new leads and reactivate cold leads now.
Here's what to do:
- Download the broker toolkit to your device. (Downloading ensures all links will function)
- 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
For questions or support, contact firstname.lastname@example.org
NEW: Australia Day campaign now available
With Australia Day just around the corner, it's a great time to remind customers that you could help them to achieve the 'great Australian dream'.
We have created a social media campaign to help spread the message this Australia Day.
Not sure what to say? No worries! Here's an example of content you can post with the images:
Facebook Copy - Think the great Australian dream is unrealistic? Think again.
Always dreamt of owning your own home? I can help make your dream a reality. As your mortgage broker, I can review your financial situation and compare a panel of over 30 lenders to find the right loan for you. Call me today on XXX#loanmarket #greataustraliandream
Facebook Copy - There is nothing like achieving the great Australian dream
Whether it’s owning your own home or taking off around the country, there is nothing like achieving your Australian dream. Talk to me today. I can compare a panel of over 30 lenders to find the right loan to help make your dream a reality.#loanmarket #greataustraliandream
Visit Print UI to download the social tiles today.
Save the date: events and training in 2018
The time you spend on training and development is one of the best investments you can make, with the potential to bring you an amazing return.
We have an array of events and training sessions on offer this year - the below is just a small selection. Mark the dates* in your diary to make sure you’re set up for success in 2018.
Professional Development Days
Hear the latest from Loan Market, learn from an array of inspirational speakers and share smarts with your peers at the PD Day in your state.
- 31 January 2018 - Northern Territory
- 2 February 2018 - South Australia
- 8 February 2018 - Queensland
- 13 February 2018 - New South Wales
- 16 February 2018 - Victoria
These sessions will be held in your state and recorded. They will also be available on Springboard. Quarter One workshops are listed here - check Springboard for details on other workshops.
- January 2018 - Plan your way to a successful 2018
- February 2018 - Becoming a 5-star compliant business
- March 2018 - Diversifying your business: how to be the modern day branch manager
Have you ever broken down every step of your process and analysed it? In this training session you’ll do just this, and walk away with the clarity to do away with old habits.
- 13-14 March 2018
- 2-3 July 2018
An exclusive invitation to business owners who want the next business growth challenge.
- 27-28 March 2018
An opportunity for Loan Market and Ray White franchisees to spend time together to develop new prospective partnerships.
- 12-13 April 2018
- 8-9 October 2018
Leading Ladies Summit
To all our leading ladies, let’s get down to business! Nurture relationships and collaborate with your peers - both professionally and socially.
- 27-28 May 2018
Bring out the best in your people through role structuring, performance management, rewards and KPIs.
- 5-6 June 2018
- 1-2 November 2018
Connect 2018 Conference
Our wider group conference in partnership with Ray White Group, featuring dedicated Loan Market presentations and content, hack sessions and Loan Market awards night. A huge opportunity to take in new ideas and feedback on growing your business. Register here.
- 13-14 August 2018
*Please note, dates are subject to change.
For more information on these events and other opportunities, head to Springboard. To register your interest in attending learning retreats email email@example.com, and to register for PD Days contact your state team.
Reminder: Complete your Regulator Ready training NOW!
All Loan Market brokers, teams and corporate are required to complete the compulsory Regulator Ready learning plan, available on Springboard, by 31 January 2018.
The learning plan consists of five training modules and five case studies and will take from 45 minutes to one hour to complete.
The five mandatory compliance training modules include:
- Complaints Process
- Customer Living Expenses
- Referral Requirements
- Requirements and Objectives
The five case studies to be completed are:
- Need for Notes
- Customer Living Expenses
- Customer Communication
- File Audits
- Requirements and Objectives
How do I get Regulator Ready?
This learning plan is the first in a series of compulsory learning tools designed to better equip the Loan Market business in an ever-changing climate of regulatory updates. They are mandatory, in accordance with a national business directive.
Please click here to view the learning plan in Springboard.
Should you have any questions, please do not hesitate to contact the Loan Market Compliance team at firstname.lastname@example.org.
Have you booked your complimentary business protection review?
Wealth Market has been working with Loan Market in each state to provide you with an opportunity for a complimentary review of your business protection needs. The beginning of the year may give you a chance to think about opportunities to improve your business - so don’t miss out, book your review today.
This is incredibly important - just ask Nick and Carlo.
"It’s been surprising just how much we’ve gotten out of talking to Ralston. We’re in a better position and we’re saving money, about $700 a month. Ralston was really easy to talk to and he understood our business.” Nick Hondrou, Loan Market Daw Park, SA
Watch our customer testimonial video.
Start 2018 with the peace of mind that the equity you’ve built in your business is adequately protected.
Business Protection provides security in the event that a business owner or key employee suffers a critical illness, becomes permanently disabled or passes away. These events can have a devastating impact on your business and your personal assets without protection in place.
Wealth Market financial advisers are experts in this area. They can review your current situation, including any existing cover, and will work with other professionals (solicitors, accountants) to provide you with a tax-effective tailored business protection solution that's right for you.
Your complimentary review is obligation-free and totally confidential. Our advisers are ready to help you and your business.
Register here or call 1800 011 471 (Mon-Fri, 9am-5pm).
Plan for your best year yet with Springboard!
Set yourself up for success in 2018 with the latest podcasts from the Productivity and Performance team on Springboard. You'll hear:
- How to plan for 2018 to be your best year yet
- The top 5 tips to kick off 2018
Springboard is your dedicated online training and development platform that provides flexible and accessible learning-on-the-go. You can access it anywhere anytime at https://lms.loanmarket.com.au.
NEW: Asset Finance modules on Springboard
Get up to speed on Asset Finance with these two new modules added to Springboard:
These modules are part of the Asset Finance Learning Plan, available on Springboard and covering a range of topics including:
- Asset Finance Options
- Asset Finance Risk Module
- Asset Finance Residual Value & Balloon Payments
2018 Calendar: The Pulse and The Insider
The dates for The Pulse and The Insider throughout 2018 are available here in this downloadable calendar.
The Insider is a personalised, monthly e-newsletter developed by the marketing team and sent on your behalf. A variety of articles are composed by the marketing team or from industry expert contributors. Each month you can customise your introduction and select the articles you would like to include.
The Pulse is a monthly e-newsletter developed by the marketing team and sent to your referral partners on your behalf. Each edition will include the latest interest rates, market updates and what’s trending. You’ll be able to edit the subject line, introduction, images and more.
Both newsletters will appear in your Campaign Breeze account 48 hours before the send date. This will allow you time to customise different sections of the newsletter.
Contact email@example.com with any questions.
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.
It’s not too late to register and pay via commission deduction with equal monthly instalments for your conference registration fee.
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
Get your tickets here.