In this episode of In Focus, host Annie Kane is joined by Sam White, executive chairman of Loan Market, to delve into the value of paperless broking.
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Loan Market was this year’s winner of the Australian Broking Award for Technology Platform of the Year for its MyCRM platform and also took out #1 overall satisfaction in the Aggregator of Choice survey. Sam breaks down the benefits of tech-platforms in increasing efficiency, transparency and data accuracy for brokers and their clients.
In this episode, tune in to find out:
- How software helps brokers meet ever-changing compliance demands
- Why brokers that adapt to new technology will replace those who don’t
- Where brokers should begin digitising their process
- Plus, hear from mortgage broker Jacob Decru, who has made the move to be paperless!
And plenty more!
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Articles of interest:
Brokers rate Loan Market #1, again
Industry to continue engagement on best interests duty
Compliance standardisation: Addressing the elephant in the room