LVR Podcast
The LVR Podcast is a podcast designed for Australian Mortgage Brokers, presented by brokers.
Learning. - The more we learn, the better we deliver. We know what we know, we don’t know what we don’t know. Forever learning.
Validation. - This is an industry of numbers and percentages. As a Third Party we have not only proved our worth, but also our capacity to provide and our innate purpose.
Respect. Respect your clients, your peers, and your distribution channels. And, yourself. We have an industry that we should be proud of, however, it is up to us as individuals to influence better behaviours, better outcomes, and better solutions.
Join Ruan Burger and Marissa Schulze for the LVR Podcast as they present their views on a variety of issues that affect us all as Mortgage Brokers in Australia. Their different and shared perspectives will no doubt inspire, entertain and prove to be of huge value to how you approach your day, and your life.
LVR Podcast
Leadflow - Dealflow - Workflow
This episode of the LVR Podcast delves into the crucial aspects of any successful mortgage broking business: Lead flow, Deal flow, and Work flow.
Key insights:
- The importance of streamlined workflow, dealflow, and leadflow for mortgage brokers.
- How technology can automate tasks and improve efficiency.
- The need for customisation to ensure systems reflect brand identity and client experience.
- The ongoing role of human interaction and relationship building.
- Tips for choosing and implementing the right technology solutions.
- The importance of continuous learning and adaptation in the mortgage broking industry.
- The game-changing potential of technology for client retention and growth.
Our hosts Ruan Burger and Marissa Schulze unpack the importance of optimising these flows to ensure seamless client experiences, efficient operations, and ultimately, business growth. They discuss the benefits of technology in streamlining processes, while emphasising the human touch that remains essential for building lasting relationships with clients. Whether you're a seasoned broker or just starting out, this episode offers valuable insights and actionable tips to navigate the ever-evolving mortgage broking landscape.
Quotes:
"Your business is only as good as its flow. Get the lead, work the lead, and create a deal proposition that makes a client want to come back to you." - Ruan
"There's just such great technology out there at the moment that can help you streamline the lead flow, the deal flow, the workflow, and not only streamline it in a way that makes life much easier, it makes the customer experience so much better." - Marissa
"You have to look at - when building a system - at what will impact the (client) relationship, what will impact the growth of the experience." - Ruan
"What these systems do as well from a compliance perspective, it makes your compliance a lot more rock solid because it means that everything is recorded." - Marissa
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker: