Broker

It’s about more than just coffee

Promoted by Greg Pennells, Purple Circle Financial Services4 minute read
Barista’s Making coffee next to an industrial size coffee machine

 Having breakfast at my local Coffee Club this morning, I sat at a table in the defensive position (back against the wall) and sipped, grazed and observed all of the goings-on around me.

It didn’t take long to realise this business is about a lot more than just coffee…

First, I had the choice of how to order my breakfast and coffee; Either line up and talk to a human over the counter or go for the digital option; scan the QR code on the table, browse through the menu (which appeared magically on my phone) and order and pay through the same medium. Either way, the food and of course, coffee are delivered directly to my table.

On my right there was a roped-off area for the busy, transient ‘I simply don’t have time to sit and drink coffee’ types; They order their coffee of choice, stand around looking at their phones for 5 minutes, wait for their name to be called, grab the cherished-much needed beverage and ‘whoosh’ they’re off being busy again.

Off to my left was a table full of brown paper bags labelled ‘Uber Eats’. This is for the customers who are so busy they can’t even pause what they’re doing to get food. An easy-to-use app means their order is only as far away as their phones are. Supported by a constant stream of independent cyclists and motorbike riders, the goodies are picked up and delivered to the home or office post-haste.

Now the seated area – friends having a catch-up, parents taking a breather while their kids are at school, business people with notepads and laptops, families with babies and so on.

This place knows how to satisfy a diverse set of people’s needs and wants! Offering multiple entry points to suit every consumers’ wants is key to their success.

Just like the Coffee Club, mortgage brokers also have a great product…after all, 2/3 of all Australian home loan customers cannot be wrong.

The key to creating and sustaining a great mortgage broking business is to nail the customers’ multiple entry offering. After that our product speaks for itself.

Purple Circle founder Greg Pennells said ‘We realise how important it is for all our broker members to be front and centre of consumers’ minds right at the time they need finance. We also realise that consumers like to make contact with a broker through a medium that appeals to them.

To that end, we recently employed a full-time Marketing Specialist who works exclusively on our members’ digital and social media platforms.’

This specialist creates bespoke websites, professional LinkedIn and Facebook profiles and more for members. 

Greg went on to explain Purple Circle’s philosophy; ‘As a team, we decided to pour all our resources into helping lift our member’s profiles and make them more accessible to the home loan consumer. Our thought process is that the more successful our members are, the more successful we as an aggregator will be. In the same way, steel sharpens steel.’

Purple Circle also recently announced the addition of WebloanQ to their Salestrekker CRM software platform. This game-changing innovation allows members to pass a one-off QR code to customers wanting to find out what their borrowing capacities, loan repayments and more are before moving forwards with their loan application. 

Once the borrower has entered their details directly through WebloanQ into the broker’s version of Salestrekker, this part of the application process will not need to be repeated. A real time-saver for everyone. 

Greg explains ‘Many consumers like to do the legwork themselves, and WebloanQ gives those people exactly what they want.’

This is just another way Purple Circle is helping its members become more accessible to their customers. 

Now, where is the nearest Coffee Club? https://purplecfs.com.au/brokers/contactus

 

At Purple Circle we take a co-operative approach to building best practice. Our Members have a strong say in the...

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