MyCRM Support and Customer Care 20 - 23 December -Full team (8am - 7pm) 24 December - Full team (8am - 3pm) 25 - 28 December - Closed 29 - 31 December - Skeleton Staff (9am - 5pm) 3 January - Closed 4 - 7 January - Full Team (9am-5pm) Marketing Please note that marketing@loanmarket.com.au will be closed from Friday, 24 December and will reopen on Monday, 10 January. If you have any urgent re...
It’s been a huge few weeks of awards with winners being announced for The Top 100 Brokers List, Fast Brokerages awards and Australian Broking Awards. A big congratulations to legends who took home awards, what an amazing achievement after such a crazy year! The Australian Broking Awards A huge congratulations to our winners... Evelyn Clark, EverLend - Rising Star and New Office of the YearEntour...
Know a fantastic finance broker who is passionate about delivering exceptional customer outcomes? We’re on the hunt for new brokers to join our dynamic team, and would love to hear from you, if you know of someone who you think would benefit from the family owned values and focus on excellence that we all enjoy here at the Ray White/Loan Market group. Not only are we giving away a $500 dinner vouche...
Email is an essential daily part of our business; we're seeing an increased number of fraudulent emails appearing to come from legitimate sources. These emails are called Business Email Compromise (BEC) and it is a form of phishing. Cyber attackers craft emails that impersonate employees or companies to obtain money or goods fraudulently. This scam is rising in frequency, especially in the construction...
As the new financial year gets underway, there are some big changes to superannuation that could increase your client's retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so there's no need to do a thing. Others, like higher contribution caps, may require some planning to get the full benefit. Whether your clients are just starting their super ...
Latest News 7 September, 2021 Deposit Bonds Have Never Been So Easy! Deposit Assure is out to change the game. Based in Melbourne, our mission is to make it easier for mortgage brokers to obtain deposit bonds for their clients (it really is that simple). Deposit Assure has now launched Australia's FIRST & ONLY Digital Deposit Bond! Goodbye Paper! Instantly issued, meaning homebuyers can exch...
We recently held a webinar where Chief Regulation and Compliance Officer, David McQueen and the compliance team delved into the 7 regulation changes coming this October. These include: Complaints managementBreach reportingDesign and Distribution obligations (DDO)Deferred sales modelAnti-hawkingReference checkingRemediation What’s coming?Throughout September, we will be deep-diving into each cha...
Requirements and objectives: it’s critical that clear and detailed notes are captured in MyCRM confirming the customer’s requirements and objectives and how the recommendation has met these. Check out the Thrive on Tips for BID Proof Note Taking to find out more about how to nail goals, requirements and objectives. MFAA/FBAA Banking Code of Practice training The Banking Code of Practice (BCOP) on...
Starting in September, Home Now is running a competition with CSMs to spread the word about their service and boost referrals. The more referrals that convert, the more points you get and the more chance you have to win big! Plus, successful Home Now referrals also count towards your broker's Reward and Recognition points. What do I have to do? You need to ensure your broker is registered to ...
Broker support services outsourcing policy If you’re considering outsourcing support services check out this policy to understand what steps you need to take in order to set this up. The key points are: The purpose of the policy is to keep you and your customers safe by ensuring you complete effective due diligence on any potential outsourced providers before you start using them so that you (an...
Out with the old and in with the new! The Loan Market Operations Manual and BYOB Procedure Manuals have been updated to reflect changes relating to: BIDLoan Market WayFees & RebatesIntroduction of new programs including Brokerforce and Reviewr The Loan Market Operations Manual and BYOB Procedure Manual now directly reference policies and procedures held in Springboard or State of Play to m...
Hi, I’m Jasmin Loke, the National Operations, Compliance and AFSL Manager at Wealth Market. I'm here with Alex Lambros, Loan Market Unlimited Franchisee from Kensington NSW and Scott Duffy, Wealth Market Financial Adviser Franchisee from NSW, to find out how they managed to take out the top spot on the leaderboard with 65 referrals in FY20-21. Alex you were the number 1 broker for the 2020/2021 finan...
MyCRM support is now better than ever! Contact the new number - 1300 LM Help (1300 564 357) - for all your MyCRM support needs. Remember to add or update this number in your contact list. Here's a rundown of the changes that will make your experience even better: Faster response timesA more personalised interactionAll support history will be kept in one placeProactive communication via phone me...
Loan Market is excited to announce its partnership with idutch. Through the idutch online platform, you now have a reliable way to access a panel of vetted private lenders. idutch is more than just a tech platform - it's your partner in all things private lending, giving you all the tools you need to unlock new private lending opportunities. How it works All idutch private lenders are vetted ...
We've teamed up with our mates at The Resilience Project to bring you a 10-part online Wellbeing Series. The series has been created to support your mental and physical health, with tips on how to refuel when you’re feeling low, manage times of uncertainty and change, shift your mindset, exercise and more to help you build resilience and wellbeing. The Wellbeing Series will cover The Resilience Proj...
Loan Market Way Audit Program The program is designed to add value to your business with the ultimate goal of keeping you safe whilst also suggesting ways in which you can improve your process so that you can provide great outcomes for your customers. Check out this policy for more information on how the program works. Comprehensive Credit Reporting (CCR) As of Monday June 21 2021, CCR is an accep...
A massive congratulations to the Loan Market winners and finalists at the Better Business Awards 2021! It's great to see so many Loan Market stars take home awards. Raise a glass to the winners... QLD Holly Bertsos, Niche Finance - Best Customer Service Carol King - Best Residential Broker Jason Cuerel, Mortgage Innovations - Best Regional Office Jodie Wolfenden - Best Finance Broker, B...
Today we announce that Wealth Market CEO Matt Lawler will leave the Group and take up a new position in transforming the advice team at AMP. Matt has made a significant contribution to Wealth Market since he joined the business over three and half years ago. He has helped create a culture that we are all proud of and has ensured that all members of our team - both in corporate and the advisor businesses...
Loan Market is excited to announce that we have 53 finalists in the Better Business Awards! The finalists are... VIC/TAS Best Customer Service, Imaan ToorBest Loan Administrator, Rebecca BaddeleyBest Loan Administrator, Kristal OngocoBest Loan Administrator, Lauren Cunningham Best Residential Broker, Jacob Decru Best Aggregator BDM, Deanna Garrasi Best Regional Broker, Best Regional Office & Bes...
As part of your new BID-Bundle pricing package, you now have access to all of Loan Market’s subscription products you know and love, plus some new ones you might not have tried. Total value of this package is $635/month! What you can access as part of the BID-Bundle This BID-ready tool is now FREE (RRP $35 per month). Sign up and start using it with customers in the subscriptions tab in M...
Replacing the CPA on multi-loans from January 1. This means that from January 1, the 'generate multi-loan CPA' button will be be removed in MyCRM. The Game Plan ensures you're BID-safe, and offers a better experience for customers applying for multiple loans, with one less document for them to sign. In line with The Loan Market Way, the Game Plan has now replaced the CPA/CQP in MyCRM, tying your; c...
After 28-years as a leader in the White Family Group of companies, in both Ray White and Loan Market, Peter ‘Camfo’ Camphin, has made the decision that he is retiring from full-time work with the Group. The good news is that we won't be losing Camfo completely. He will be working one day a week with Loan Market whilst pursuing some other interests outside of the real estate and finance industries. Pe...
That's a wrap for our first ever virtual International Awards! While we couldn't physically be together, we hope you still felt the Loan Market love through your screen. Congratulations to our winners... Loan Market No. 1 International BrokerPaulette Trotter, NZ Loan Market No. 1 Australian BrokerSarah Thomson, VIC/TAS Loan Market No. 1 International BusinessLoan Market Highland Park, NZ Loan Market...
The Australian Broking Awards have revealed their finalists, and we're proud to say we've secured 18! RESIDENTIAL BROKER OF THE YEAR Balpreet Bal - WASarah Thomson - VIC/TAS CUSTOMER SERVICE OF THE YEAR – OFFICE Maria Nicoli - Loan Market Caroline Springs - VIC/TAS RISING STAR Heath Williams - NSW/ACT CUSTOMER SERVICE INDIVIDUAL Graham Law - NSW/ACT REGIONAL BROKER OF THE YEAR Sar...