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Promoted by Vow Financial
In today’s current market, switching aggregators can be one of the hardest decisions a broker will have to make. But it can also be the kickstart they need to take their business to the next level.
What really separates one aggregator from another? Apart from the standard chat about CRM, support networks and development days, what do mortgage brokers really need to take the next step and align with a partner that better supports their business goals?
Technology
A major part of a successful brokerage is a market-leading CRM that allows you to be efficient and on top of day-to-day activities.
Vow Financial’s market-leading CRM, Vownet, manages your pipeline seamlessly and integrates many other features that reduce the loan application process. These features include automatic client fact finds, one-click compliance document generation, automated marketing capabilities, and comprehensive reporting allowing accurate data on brokerage numbers.
Vownet includes an extensive document library that holds supporting documentation and policies for all Vow panel lenders, creating a one-stop shop. The system allows you to manage your pipeline and easily track clients progress through the loan cycle, using workflows and stages. It also helps manage staff and ensure that your high standards and productivity levels are met.
Vow provides one-on-one training on the software as well as a 24-hour support system, providing the support and confidence you need to run a business around the clock. These features and functions together combine to make Vownet one of the most compliant and well-rounded CRMs in the marketplace.
Strong Partners and Diversification
We take great pride in the diversification opportunities that are offered to our network. Having one of the most diverse commercial and residential lending panels in the country, brokers are able to offer a solution for nearly any scenario that a client may pose. This has been highlighted by our newly formed partnership with Platform Finance, Australia’s biggest asset and equipment finance brokers, giving the Vow network more options than ever to diversify and assist their clients.
Education
With an industry that is ever-changing, it is important that we equip our brokers with the knowledge and skills needed to ensure customers are provided with the highest quality service and advice. We have successfully developed and rolled out a cutting-edge online education platform called Vow Professional. You can complete online learning modules and gain CPD points in the ease and comfort of your own home, office, or while traveling.
The training courses and content Vow Financial provides come from a wide range of industry partners – ensuring that the learning activities are relevant to our current climate and provide tangible help and training solutions to further develop our brokers. Our online training program is further complemented with face-to-face training, delivered via professional development days and roadshows. This gives our brokers, peers and lender partners holistic learning and development framework, and cuts down time spent in the back end, so you can maximise your time generating business and servicing clients.
Protecting Your Business
The quality of Vow’s compliance framework is well recognised throughout the industry and especially with our lending partners. We believe the framework provides the right balance of protecting your business, without being a drag on performance.
You can feel confident that by following Vow’s compliance requirements, your business complies with the complex nature of NCCP and other regulations.
Our People
At Vow Financial, we have a keen focus and dedication to helping our brokers grow and prosper. We do this through a strong network of like-minded business owners who come together to form a larger family.
We are big enough to make a difference, and small enough to care – making us the ideal partner for any broker as they look to navigate through the marketplace.
With over 80 years of combined experience in the industry, the Vow Financial sales team is an important part of our value proposition. We have a highly dedicated team that pride themselves on their service and broker relationships. This team is available to you at your discretion, with as much or as little support being provided.
Contact Vow Financial and make the switch today.
P: 1300 656 922
W: vow.com.au
