Track My Trail Team Feeling unsure about how much you can borrow through your SMSF? It’s a common concern. Many Australians find the calculations behind SMSF borrowing capacity confusing and a bit daunting. But getting a clear picture of how much you can borrow is crucial for your investment plans. Let’s break it down together and make sense of … Read more
Ever feel like you’re guessing at what your clients really think? You’re not alone. Many mortgage brokers struggle to get meaningful feedback from their clients. But effective client surveys can change that. Crafting the right questions can unlock insights that boost your business and strengthen client relationships. Let’s dive into how you can create surveys … Read more
Struggling to make sense of the CGU Broker Portal? You’re not alone. Many brokers find it challenging to navigate and unlock its full potential. But here’s the good news—the portal is packed with features that can streamline your workflow and enhance your client service. Let’s take a closer look at what the CGU Broker Portal … Read more
Feeling like your clients see you as just another broker? You’re not alone. In a crowded mortgage market, building genuine client loyalty can be tough. But it doesn’t have to be. By implementing the right strategies, you can transform one-time clients into lifelong partners. Let’s explore the top five ways to boost client loyalty and … Read more
Feeling left out while others are scoring leads through social media? You’re not alone. Many mortgage brokers are unsure how to make platforms like Twitter work for them. But here’s the good news—Twitter isn’t just noise and hashtags; it’s a powerful tool to connect with potential clients. Let’s explore how you can turn tweets into … Read more
Ever heard of COG Aggregation and wondered how it fits into your mortgage brokering world? You’re not alone. In an industry that’s constantly evolving, new concepts like COG Aggregation can make a real difference to how you operate and serve your clients. But what exactly is it, and how can it benefit brokers like you? … Read more
Frustrated by slow lender approvals holding up your deals? You’re not alone. In the fast-paced world of mortgage brokering, waiting on lender approvals can feel like watching paint dry. But it doesn’t have to bring your business to a standstill. Let’s look at how you can keep things moving, even when lenders are dragging their … Read more
Think you need a hefty deposit to buy your first home? Like many would-be homeowners, you might feel locked out of the market due to hefty deposit demands. But what if there’s a way to get into the property market, even if your savings aren’t from traditional sources? Resimac’s Prime Non-Gen 95 loan could be … Read more
Ever thought about ditching the mortgage and just buying a house outright with cash in Australia? It’s a bold move, and you’re not alone in pondering whether it’s the right one. Sure, paying cash sounds like a dream—no loans, no interest, no strings attached. But is it really that straightforward? Let’s unpack the pros and … Read more
Feeling like your fact find process is more of a hurdle than a help? You’re not alone. Many brokers struggle to gather all the essential client information without making the process overwhelming for everyone involved. But creating a comprehensive fact find template doesn’t have to be a headache. With the right components in place, you … Read more