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Michael Veitch, Noble Financial Services
Keep up-to-date and know your clients, good CRM practice
Michael Veitch, Noble Financial Services
Michael Veitch from Noble Financial Services, attributes having up-to-date client information and knowing his type of clientele key to his CRM strategy.
Joe Zappia, Access Finance & Capital
Focus and finding balance, key to customer relationship
Joe Zappia, Access Finance & Capital
Joe Zappia from Access Finance & Capital, believes it is not only important to have a CRM strategy to retain clients but it is also equally important to find a good balance between communication frequency and knowing which clientele to invest your time and effort.
Tina Pupello, Finance Tactics
Raising credibility and professionalism
Tina Pupello, Finance Tactics
Tina Pupello from Finance Tactics credits the Home Buyers Guide in helping her business communicate easier with first home owners, raise their professionalism and establish credibility among clients for referrals.
Paul Lambess, CVG Finance
Engage your audience with a unique website
Paul Lambess, CVG Finance
Paul Lambess from CVG Finance, created his company website with one word in mind – engaging. Paul runs us through how he brought his website to life and shares some of the benefits he’s seen so far.
Richard Black, Territory Loans
Creating a website is not hard, simplicity is key
Richard Black, Territory Loans
Company websites can be seen as your virtual storefront and are important in promoting your business and creating your brand image. Richard Black from Territory Loans’ knew the importance of this and recently refreshed his company website. As a PLAN Diamond Sales Masters, Richard takes us through some of the key components of his website.
Linda McIntyre, Victoria
It’s about raising awareness
Linda McIntyre, Victoria
In promoting my services in my local area, I decided to rope my husband and family into helping me go around my neighbourhood dropping flyers promoting my complimentary home loan health check and first home owner’s seminar. I conducted 3 runs for each activity in the same neighbourhood for saturation.
Kathy Rogers, Financial Plus
Use property reports to keep client relationships going
Kathy Rogers, Financial Plus
The main way that we use the Residex property report is as part of a client review package that we prepare for our clients. This is sent out around the anniversary of the first loan that settled through us and is then followed through with a phone call 1 - 2 weeks later to touch base. The package is an impressive bound document that includes a Residex report for each property that they have financed through us, information on the loans that they have in place and other information and can end up being up to 25 - 30 pages long.
Sarah Eifermann, SFE Loans
Generate interest and leads with gift vouchers
Sarah Eifermann, SFE Loans
I currently offer the property report gift voucher as a giveaway at events for example at local sports clubs as a raffle prize. I also use the gift vouchers with my seminars to entice people to return the name badges I provide.
Peter Baker, Riverside Finance
Demonstrate customer care with property reports
Peter Baker, Riverside Finance
I have several methods in promoting this additional service:
- complimentary property report gift vouchers |
- placing an ad in my newsletter
- promoting it as part of my sales kit for each new prospect.
Ian Pepper, Property Penguin
Diversify your business
Ian Pepper, Property Penguin
The reports are now a sales tool for me. I am permitted to provide property advice being a Chartered Accountant. The reports enable me to diversify my service offering and complement both sides of my business. I have marketed the reports through my newsletter and letterbox drop. I offer this service to my existing clients who are thinking of selling and I also use it to attract new clients who are interested in purchasing a property.
Gemma Roberts, "All About You" Financial Solutions
Keep in touch with your newsletter
Gemma Roberts, "All About You" Financial Solutions
As part of her CRM strategy, Gemma has incorporated articles from Mortgage News into her personalised e-newsletter. The newsletter is one of Gemma’s touch points for her communication and client relationship building cycle. As a result, the ‘All About You’ Financial Solutions team has reaped the fruits of her labour and she shares her experience.
Barry Oxley from Lending Specialists
Building referrer relationships for business growth
Barry Oxley from Lending Specialists
Barry Oxley from Lending Specialists, has seen the benefits of harnessing referrer relationships in growing his business. Barry provides an insight as to how he pursued this business relationship and methods in sustaining successful referrer partnerships.
Mick McClure from Buyers Choice
Key steps in building referrer partnerships
Mick McClure from Buyers Choice
Building referrer partnerships are never easy but with the right approach, attitude and perseverance, business relationships can flourish. Mick McClure from Buyers Choice shares three easy ways to approach referrers and foster a partnership.
Paul Irwin from Irwin Financial Solutions
Dealing with First Home Buyers
Paul Irwin from Irwin Financial Solutions
Paul Irwin from Irwin Financial Solutions loves dealing with first home buyers. He shares his successful process for dealing with them.
Brett Wadelton from Pinnacle Home Loans
Using the Home Buyers Guide to Generate New Clients
Brett Wadelton from Pinnacle Home Loans
Brett Wadelton from Pinnacle Home Loans in Victoria, has been reversing the current economic trend, having doubled his business and gaining new clients using the Home Buyers Guide from PLAN Australia’s Campaign Manager. Brett tells us how he used the Home Buyers Guide to his advantage.
Nola Doswell from LCD Homeloans
Seizing the opportunity to attract First Home Owners
Nola Doswell from LCD Homeloans
Although the turbulent economic climate has affected the mortgage broking industry, Nola Doswell from LCD Homeloans, has been making the most of the current situation by investing in marketing to promote her services. With the RBA interest rate cuts and the recent FHOG boost, Nola has seized the opportunity to reach out and attract first home owners.