CoreLogic is the leading property data, information, analytics and services provider in Australia and New Zealand with growing partnerships throughout Asia.
With CoreLogic’s suite of broker tools and rich market insights, you can position yourself as the property expert and guide each client through their unique home-buying journey. By taking your client service to the next level, you’ll also be well placed to grow your referrals and win repeat business.
CAPTR offers a no-code solution for creating video forms boosting user engagement. It allows easy video integration with customisable actions and seamless sharing options. It emphasises data security and caters directly to the mortgage broker industry with accessible pricing plans.
The Finance Brokers Association of Australia Limited (FBAA) was established in 1993 and today is “the leading industry association". The FBAA not only insists on the highest levels of professionalism, ethics and standards from its members it has become the industry association of choice for finance professionals.
The FBAA is at the very forefront of conversations with Regulators and lobbying Government to ensure brokers' rights and future are preserved and well protected.
LoanOptions.ai was founded by Julian Fayad and has recently launched their third version of their fully white labelled loan application journey for their referral partners. It can be deployed on any website (even if your current one is old) and in any colours that suit any brand allowing an end to end loan application journey right on our partners online presence, regardless of their core offering (which can also be incorporated into the tech). What this tech allows accountants to do is continue with their core accounting business but also operate as a full service financial firm for their new and existing clients and be able to service their financial needs.
Being Australia’s first AI-powered loan comparison platform, using data-driven proprietary technology to pre-approve clients with the most competitive loans from over 86 banks and lenders tailored to an individual client’s circumstances. Specialising in car loans, personal loans, business loans and equipment finance.
Julian got so sick of seeing boring “enquire now” finance enquiry forms that lead nowhere and fail to offer the customer any real value from an industry lacking in innovation.
LoanOptions.ai is a passionate team that’s serious about being a digital disruptor in an industry that is generally a slow mover in adapting to the newest trends, and LoanOptions.ai’s partners will be the main beneficiary of this.
Continuing this trend, LoanOptions.ai aims to bring the latest and best technology and share it with the rest of the industry to continue to propel it forward.
For over 30 years Mortgage Choice has been at the forefront of Australia’s mortgage broking industry, and under the ownership of global property technology business REA Group, this doesn’t change. Mortgage Choice has a network of over 1,000 brokers and more than 750 franchises nationally and remains one of Australia’s most trusted and recognised brands. We provide a genuine full-support model which is designed to take much of the ‘noise’ out of running a business, so our brokers can spend more time with their clients. Mortgage Choice builds successful businesses that set the benchmark for advice, customer care and removing complexity from the home loan process.
Prospa Group Limited (ASX: PGL) is a leading fintech with a commitment to unleash the potential of every small business in Australia and New Zealand. We do this through an innovative approach to developing simple, stress free and seamless financial management products and services.
Since 2012, we have provided more than $3 billion of funding to support the growth and operations of thousands of small businesses. We also work with more than 12,000 trusted brokers, accountants, and aggregator partners, to deliver flexible funding solutions to their clients.
At Prospa, we're serious about our impact on our people, communities, and the planet. Our core company value of One Team is backed by our recognition as a Great Place to Work in Australia and a WORK180 Endorsed Employer for Women.
Your Client Matters (YCM) stands as the forefront marketing specialist in Australia, offering a comprehensive suite of marketing education, products and services tailored to the finance and related industries.
Since the acquisition of YCM in 2004, our founder, Deena, has been unwavering in her commitment to delivering a holistic marketing solution to the finance sector. This encompasses meticulously crafted marketing strategies and solutions exclusively designed for professionals such as mortgage brokers, accountants, property specialists, financial advisers, and insurance brokers.
At YCM, we seamlessly manage your entire marketing strategy, allowing you to focus your efforts on expanding your business while we handle the nitty gritty of identifying, engaging and qualifying additional clientele. Our dedicated YCM team offers a range of invaluable services, including:
We achieve these objectives through our multi layered marketing approach, combining time tested print and electronic communication methods with website and social media strategies. YCM extends its support through various avenues, including coaching, workshops, webinars and online training.
Deena's expertise transcends the boundaries of our organization. She has been a frequent presenter at professional development events. These events include engagements with organisations such as FBAA, MFAA, Momentum Media, IFPA, Aggregation Groups, Dealer Groups and numerous industry gatherings.
Her insights into marketing strategies benefit thousands of business owners each year.
YCM specialises in assisting finance industry professionals to enhance their income without significant additional effort or resources. You don't need to double your client base to double your income.
By diversifying your services, you not only provide additional value to your clients but also bolster your business's profitability. Maintaining only one income stream puts your business at risk.
Failure to effectively communicate all your services and educate your clients poses a similar risk to your business.
Whether you're a Mortgage Broker, Accountant, Financial Advisor, Insurance Broker or a Property Specialist who desires to focus on your core business while entrusting your marketing needs to a reliable partner, we invite you to reach out to the YCM office at 02 9526 9999 or contact Deena directly at 04888 33362.
After all, at YCM, Your Clients Matter.
First launched to market in 2022, diñeiro’s self-titled product established itself as the first open banking enabled, fit for purpose technology platform designed specifically for brokers and their clients. Fast forward a few short years and diñeiro now provides custom open banking technology solutions to clients, and have relaunched the foundation product under the new name of dosh, to coincide with the release of major enhancements designed to further enrich the relationship between brokers and their clients. dosh is the industry’s first open banking enabled Client Connection Platform giving you everything you need to stay safely connected with your clients with fully encrypted messaging, document sharing and content delivery, as well as live access to your clients changing financial position.
Effi is an innovative lead management platform designed for mortgage brokers and broker groups, offering a suite of tools to halve administrative tasks and double revenue. It streamlines operations through intelligent lead distribution, workflow automation, task management, and an AI assistant, coupled with an open banking loan tracker for efficient handling of financial transactions.
Effi enhances business growth by promoting broker profiles on high-traffic partner sites and securing phone-verified leads. Additionally, its user-friendly borrower dashboard facilitates quick collection of information, e-signatures, and documents, significantly speeding up the mortgage process compared to traditional methods.
Mystro brings the power of next-generation client onboarding and AI automation to brokers. We are a technology-first platform created by tech entrepreneurs with the goal of making the lives of finance professionals easier and more enjoyable.
Today, Mystro is leading innovation in two critical areas:
We are committed to building partnerships with brokers to create revolutionary platforms that will transform the financial services industry. These collaborations will empower thousands of brokerage firms and significantly enhance the lives of their clients. Together, we're shaping the future of finance.
Sponsorships for the Lead Generation Bootcamp are strictly limited. To discuss how you can partner with The Adviser on this groundbreaking initiative, contact:
Michael Magee, Director – Mortgages:
Telephone: +61 412 170 272
Email: [email protected]
