MPA asks three brokers how their after-settlement services stand out from the rest.
MPA asks three brokers how their after-settlement services stand out from the rest.
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I actively stay in touch with my clients before, during and after settlement. At formal approval, I ensure my customer’s chosen lender calls them to set up all of the necessary banking accounts. We also request they call again at settlement to ensure clients know their repayments and home loan account numbers, etc.
After settlement, I will touch base with my clients on a monthly basis through a newsletter that is filled with market updates as well as pertinent information that is tailored to their unique set of circumstances.
In addition, I phone my clients at different points after settlement. I like to call them one week after settlement to ensure all of their accounts are set up and they are happy with everything. I will also call them a couple of months after settlement to ensure they are still happy and see if they need additional support. Following that, I will actively phone my clients at least once a year to ensure they are still in the right set of financial products for their needs.
Andrew McBay
Managing director
The Money Room
To deliver ongoing exceptional service after settlement for every client, we make sure our data gathering, conversations and method of information delivery support a deep understanding of who they are as people and what is in their hearts and their minds … what life is all about for them.
To be long-term-relationship focused rather than transactional is at the core of what we do at The Money Room. Before we assist our clients into debt, we create a plan of how they get out of it. Monitoring their progress on a monthly basis becomes our purpose and a relevant reason to stay in contact regularly for years to come.
From finding out what ‘makes them tick’ to budgeting and cash flow systems, we are there as a trusted money coach to guide our clients and grow with them. The AFG SMART Program is a vital tool in us achieving this, as it never forgets to send that email to the right person with the right messaging at the right time – the critical mix as we all know when it comes to retention and growth.
Justin Baboucek
Director/Finance broker
Fortune Finance
I strive to deliver more than just a ‘transactional’ service to our clients. At Fortune Finance, we build our processes entirely around our ability to align our clients with the most appropriate banking products and services available, which tend to change as time goes by.
Developing a trusted and diverse group of professional services providers within our network is also something we have built our business around. I position myself as not just a finance broker but the first point of contact for my clients for ongoing assistance and advice regarding planning their next steps or goals in life, and work closely with them in conjunction with the relevant industry professional to ensure the client is receiving the assistance that they deserve.
As a co-director of Fortune Finance, I am strongly of the view that consistency is important when it comes to client relationships, and set processes and guidelines for our brokers and loan writers to ensure they also adapt to our approach.
I actively stay in touch with my clients before, during and after settlement. At formal approval, I ensure my customer’s chosen lender calls them to set up all of the necessary banking accounts. We also request they call again at settlement to ensure clients know their repayments and home loan account numbers, etc.
After settlement, I will touch base with my clients on a monthly basis through a newsletter that is filled with market updates as well as pertinent information that is tailored to their unique set of circumstances.
In addition, I phone my clients at different points after settlement. I like to call them one week after settlement to ensure all of their accounts are set up and they are happy with everything. I will also call them a couple of months after settlement to ensure they are still happy and see if they need additional support. Following that, I will actively phone my clients at least once a year to ensure they are still in the right set of financial products for their needs.
Andrew McBayManaging director
The Money Room
To deliver ongoing exceptional service after settlement for every client, we make sure our data gathering, conversations and method of information delivery support a deep understanding of who they are as people and what is in their hearts and their minds … what life is all about for them.
To be long-term-relationship focused rather than transactional is at the core of what we do at The Money Room. Before we assist our clients into debt, we create a plan of how they get out of it. Monitoring their progress on a monthly basis becomes our purpose and a relevant reason to stay in contact regularly for years to come.
From finding out what ‘makes them tick’ to budgeting and cash flow systems, we are there as a trusted money coach to guide our clients and grow with them. The AFG SMART Program is a vital tool in us achieving this, as it never forgets to send that email to the right person with the right messaging at the right time – the critical mix as we all know when it comes to retention and growth.
Justin BaboucekDirector/Finance broker
Fortune Finance
I strive to deliver more than just a ‘transactional’ service to our clients. At Fortune Finance, we build our processes entirely around our ability to align our clients with the most appropriate banking products and services available, which tend to change as time goes by.
Developing a trusted and diverse group of professional services providers within our network is also something we have built our business around. I position myself as not just a finance broker but the first point of contact for my clients for ongoing assistance and advice regarding planning their next steps or goals in life, and work closely with them in conjunction with the relevant industry professional to ensure the client is receiving the assistance that they deserve.
As a co-director of Fortune Finance, I am strongly of the view that consistency is important when it comes to client relationships, and set processes and guidelines for our brokers and loan writers to ensure they also adapt to our approach.
