As we go into the new year, here's a reminder on how easy it now is to refer your customers to a Wealth Market adviser - all from within MyCRM! Wealth Market advisers use a phone app called Martin, which links to MyCRM and acts as a valet for your lead, ensuring it’s delivered instantaneously, followed up and serviced at a level that makes both the adviser and the broker proud, and delivers an excellent...
Proving that you’re working in the best interests of your customer has never been more important. But on January 1, it won’t just be important, it’ll be legally binding. As part of The Loan Market Way, there will be a change to policy that requires you to prove that you’re communicating with customers when their Fixed Rate or Interest Only periods have almost expired. This will take effect on J...
Did you know that 75% of consumers feel little or no loyalty to their broker because they feel their broker doesn't properly stay in touch? You don’t need more time or manpower to keep in touch with customers, you can automate it! Loan Market’s Stay In Touch program is available as part of your BID-bundle, which means you pay no additional cost to use it, simply sign up and get started. Plus, based...
The Hello Pack sending experience has been enhanced to help you get what you really need from your customers. The changes made include: Better Mobile and Email validation to ensure deliverabilityWarnings if the Hello Pack can’t be sent for any reason (like if you haven't selected anything in the Online Fact Find)You can now save your template selections as default in the Hello Pack, the same options w...
There’s a new way to position the cost advantages of your selected product to your customer. Within the Product Finder in MyCRM, (in the Game Plan and the standalone PDF reports) when you add products to your clients’ shortlist and select your recommended product, the generated report will now show you: The total lifetime cost of loan for compared productsA calculation of the difference in total cost ...
We've changed the way we remind your customers to complete their Online Fact Find. These changes have been made to help you get more returned Online Fact Finds, and improve the customer experience. What's changed? Reduced the number of email remindersEmails are now sent from you, their broker, instead of Customer CareMore tailored messaging You might have some questions around this change. We've answ...
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...
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...
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...
What you should know about landlord insurance. It's important to understand the difference between Landlord insurance and regular building insurance so you can educate your investors on the different options available for landlord specific events. One of the most important components of Landlord Insurance is legal liability cover. If a tenant injures themselves on the property and deems the property o...
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...
The new and improved Hello Pack features a cleaner and simpler modal design and also includes the integration of FileInvite to make collecting customer documents even easier. Start using it today in MyCRM, or take a quick tour below.
Every year thousands of leads move between Ray White agents and Loan Market brokers, and thanks to My Lead Generator you can now get higher-quality referrals sent to you in real-time, straight into MyCRM, with an Online Fact Find started! How do you get started? 1. Get your My Lead Generator link from MyCRM 4 minute how-to video hereLearn how to add tracking to your My Lead Generator linkFin...
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...
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 ...
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.
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 ...
Webinar for your investor clients - 19 May. Share this webinar with your clients so they can get insights on the property market, their rights as a landlord and support available to help deliver a stronger ROI (and much more!) What we’ll cover: Understand the property market right nowExplore the hot topicsShould you hold or sell?Should you fix, hold or refinance your mortgage?What are your rights?Supp...
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...
Real Estate referral partners need your help! Use the Love your Landlord campaign to provide your real estate referral partner with all the tools to reach out to their customers.You'll help Aussies who may be struggling, you'll grow stronger referral partners and you'll generate leads for your business. How to get started Download the step-by-step guides! 1. Loan Market guide here 2. Ray White guide...
With the government’s decision to ban the operation of more 'non-essential' activities in the fight against COVID-19, a huge number of Aussies have felt the financial impact of job loss, with more expected. If your client comes to you distressed and looking for answers, don’t just give them their banks’ number. Instead, use the below assets to help you guide them through the tough time. Download: Dav...
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.