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A new lead generation company has launched specialising in the mortgage and finance broking industry.
Uptick Marketing (Uptick) aims to work in partnership with brokers to assist the third-party channel in “closing more deals”, by providing targeted niche finance leads.
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It was launched by John Maxwell and Oscar Zhuo, who combined bring a wealth of industry knowledge.
Mr Maxwell has over 20 years’ building large national teams and has owned and managed nine mortgage franchises, and run multiple financial services businesses. Meanwhile, Mr Zhuo was national operations manager for a mortgage brokerage firm with 100 brokers and brings an extensive background in project management.
After speaking to many brokers on their lead generation experiences, the pair saw a gap for a personable and education-based partnership with brokers and lenders.
The duo felt that brokers have “lost trust in the lead generation industry” with most lead generation companies having no background in mortgage and finance broking and thus “don’t have the intimate understanding” in dealing with the finance process.
Given this, the company has “huge ambitions” to reinvent how lead generation companies work with brokers and lenders.
Mr Zhuo explained one of the areas that brokers struggle with is being able to connect with the customers early in the process.
“That’s where our team step in and conduct customer experience calls, which results in additional appointments for you,” Mr Zhuo said.
He explained they have an “extensive support team” who is in the trenches with brokers.
“For our more established partners who prefer us to do the follow ups, we can even do that too,” he said.
“We’re here to help brokers close more deals.”
Co-partner Mr Maxwell explained working with digital leads is a different “ball game” compared to picking up the phone and calling a referral lead.
He hopes to “elevate” broker’s skills in following up, booking appointments, closing deals and even collecting documents.
“So each and every broker can achieve the best possible outcome for their investment,” said Mr Maxwell.
“With my extensive background in tele-sales and mortgage broking, in any instant I can look at the health of a campaign and pinpoint any weaknesses in the sales process that we can work on together.
“Our broker and lender partners are consistently experiencing conversation rates above 70 per cent within the first one to two months because of our process.
“We are proud to deliver a service that brokers and lenders want and need. I look forward to working with many of my close industry colleagues and new acquaintances alike.”
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