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Selecting an aggregator is one of the most important career decisions a mortgage broker can make. Each aggregator has a unique offering; something that sets them apart from the rest. The brokers who do their research and align themselves with the right aggregator for their specific business aspirations and culture are the brokers that we see unleash their true success.

Over the past five years, outsource Financial (outsource) has experienced unprecedented growth – the reason being, their commitment to brokers. outsource Financial chief executive Tanya Sale explained: “Brokers want an aggregator that – hand on heart – is committed to them. I’m talking about real and genuine camaraderie – a business partner that will go in to bat for them and help them succeed.” Ms Sale shared the three key reasons as to why mortgage brokers – new and existing – choose outsource Financial as their aggregator.

1. Viable business ownership

The best brokers are the ones who are skilled business owners and operators. “outsource is passionate about building quality brokers and successful business owners,” Ms Sale said. Running a business is something that requires dedication and diligence. From implementing processes, to updating procedures, to analysing business metrics and identifying efficiencies; as part of its service, these are skills that outsource Financial helps brokers review. Further to that, the aggregator group is passionate about partnering with ethically engendered brokers who are aligned in culture and ethos. Therefore, outsource Financial proudly has a walk-away agreement and does not charge membership fees; demonstrating that their brokers’ success and satisfaction are deeply valued.

2. Value-add offerings

One of the aggregator’s most sought-after offerings, is their New Entrant Mentoring Program, which is complimentary to any outsource broker. “The value of this program has proven to be immeasurable; it’s produced a high percentage of rising stars and helped one-man bands grow into thriving brokerages,” Ms Sale commented. The aggregator group also has a ‘Commercial Mentoring Program’ and, most recently, their ‘Loan Admin Mentoring Program’, which has been a “game changer” for brokerages looking to expand, without having to do the training themselves. The aggregator also offers complimentary monthly marketing content and an elite, intuitive and independently owned software CRM system. Not to mention, the ‘Consumer Resource Library’, which is full of e-booklets, videos and fact sheets.

3. Partnership

Since its inception, outsource has always positioned itself as a ‘partner’ to brokers, evidenced year after year through the innovative offerings, programs and resources created, to ensure their brokers are ahead of the curve. Part of understanding what their members need is ensuring close, candid relationships are formed and proactively maintained between all of the outsource team and their brokers. “Being approacha ble and accessible is an important element to us at outsource,” Ms Sale explained. “We are a high-touch, relationship-orientated aggregator and will always do what is necessary to ensure we deliver on our promises; because actions speak louder than words.”

Madeleine Dart
National brand manager – Outsource Financial