Calling all CSMs! Aug 16 2021

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 ...

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National CSM Week 2021 Apr 26 2021

MAY 10-14  Not all heroes wear capes, but CSMs should! They're the unsung heroes helping to power broker businesses, day in, day out. From data entry, customer experience, loan processing and everything in between, CSMs are the engine that keep broker businesses running.  To celebrate all that our Customer Service Managers do, we'll be running a week of CSM focused content! (see below)  So, m...

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BID-Bundle now live Sep 02 2020

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...

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FileInvite now integrated to MyCRM Sep 01 2020

To keep you BID-safe and save you even more time, you can now send clients a FileInvite request with your pre-made templates through the Hello Pack or the Online Fact Find. That's right, you no longer need to manually copy the link from the FileInvite website.  What’s new? Select FileInvite as your document collection tool in the Hello Pack or Online Fact Find Request customer documents with your pre...

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Game Plan now used for multi-loans. Sep 01 2020

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...

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Find future clients with Amplify Sep 01 2020

Step up your social game with Amplify, Loan Market’s latest budget-friendly tool to generate leads and build your brand through Facebook ads. With a whopping 60% of Aussies using Facebook, you could reach more potential clients than ever before with the help of Amplify.  What you can expect. Broker results. Want to know how Nitish does it?  Watch the Thrive session below. Get starte...

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Brokerpedia has been updated Jul 21 2020

To start using the new and improved Brokerpedia, you will need to download the mobile app (on both mobile and PC), since the old version is no longer being supported.  To do this, follow the below steps. 1. Click into Brokerpedia in MyCRM under Resources 2. A popup will appear, please enter your mobile number and click “Send” 3. You should receive an SMS with a link to the App Store or, for andro...

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Your requirements to the CIF Jul 17 2020

Do you know that you have obligations to record entertainment and hospitality benefits? Under the Combined Industry Forum (CIF) recommendations, brokers must:  record entertainment and hospitality benefits (received or given) for value above $100, on a rolling 12 months basis. Records must be kept for a minimum of 3 years.  This register is to be made available to clients and prospective clients...

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Improved expense mapping to Apply Online. Jul 16 2020

Expense Mapping from MyCRM to Apply Online is now even better - saving you truckloads of time.  The below enhancements are now live and ready to be used in MyCRM!

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Hello Pack revamped! Jun 22 2020

We’ve been saying hello to our clients digitally for some time now (well before COVID) with the Hello Pack. And now it’s had a makeover!  The Hello Pack has been revamped to show off you and your services even better than before. Why send clients a Hello Pack? It's your professional and personalised first touchpoint with clients Introduces you, positions your services and the process Links straigh...

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3 new changes to Stay In Touch Jun 04 2020

Stay in Touch is your BID-Bundle tool that automatically keeps you in contact with your customers post-settlement. Over 60% of our network are using Stay in Touch already, but we wanted to make the program even better and after collecting and understanding feedback from you, we’ve made some changes. 3 changes to Stay In Touch are: 1. We’ve removed the 15 months, 18 months and 21 months emails from the ...

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Asset Finance EOFY campaign Jun 03 2020

Help your clients shift into gear this End of Financial Year with the Asset Finance marketing toolkit. The kit includes: Email campaign in Campaign Breeze (search 'Asset Finance')Social tiles in BrandUI (search 'Asset Finance')Flyers in BrandUI (search 'Asset Finance') Campaigns available are for both Loan Market and BYOB brokers.

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Introducing the Goal Setter May 26 2020

The Goal Setter Appointment is available in MyCRM. The Goal Setter is your one-stop for collecting customer information around their goals and preferences, plus it allows you to review their profile and more. Part of The Loan Market Way, the Goal Setter will help you capture the right information to be BID-safe and it integrates straight into MyCRM which means no double handling of information.  Why ...

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Loan Market Landlord Insurance is here to help May 11 2020

Some providers have temporarily removed their products while they navigate the new tenancy laws as a result of COVID-19. Luckily for you and your clients, Loan Market Landlord Insurance is one of the few providers who are able to organise landlord insurance for investors at the moment.  If you have clients who are buying a new investment property or refinancing and don’t have Landlords Insurance, we can...

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Register for the Iso-Awards! Apr 28 2020

Finally, an awards night you can bring your whole family to!  Loan Market and Ray White are rolling out the rona-carpet to celebrate standout achievements across the business. Join us on Thursday, 7 May at 5PM AEST (because where else do you have to be?) for an awards night with a twist!  Hosted by funny-man Vince Sorrenti, we'll be (virtually) handing out awards as voted by you, plus many more ca...

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Join the FileInvite pilot! Apr 23 2020

Say hello to quick and easy document collection with FileInvite, now free for Loan Market brokers until July 1!  FileInvite manages the entire document collection process, and features: A simple and secure customer portalAuto reminders to keep clients movingA customisable and compliant template library You’ll save truckloads of time and streamline the clunkiest part of the loan application process. Pl...

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Quick and easy BankStatements - now free! Apr 14 2020

The secure, easy way to retrieve your clients’ bank statements, instantly is here for free! Try it yourself and see that it really delivers on its promise to:  Verify key income and expense informationProvide categorisation and analytics for faster, smarter decisionsProduce multibank statement retrieval for your clients Use BankStatements with no monthly fee (just pay $3 plus GST per transaction) until...

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Brokers are open for business. Mar 30 2020

We're open for business, make sure your customers know. Use these handy social assets to get the word out there, plus don't forget to add you My Lead Generator link to each post so customers can get started online!  Find the social assets in BrandUI, just search 'COVID' Don't have your My Lead Generator link yet? Activate it here.

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Watch out, cyber criminals about! Mar 29 2020

Aussies are being increasingly targeted by cyber criminals wanting to exploit community fears about coronavirus. (Thanks again, COVID-19!) The Australian Cyber Security Centre has issued a new alert over spam emails and text messages that encourage recipients to click on dangerous links.  Top tips to staying cyber-safe.  How to spot if an email or text message is phising. Read the message carefully, ...

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