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...
See the enhancements in action below. Thanks to your feedback, we’ve redesigned the Tasks section within MyCRM to make it easier for you to complete tasks. The new tried and tested design, (seriously, we’ve been working with brokers on this for months), now features better use of space to show you everything you need to see to keep on top of your task list, plus: Tasks now work with a De...
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...
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.
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...