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The opportunity that every broker should leverage

Publication Date: Tuesday, 17 July 2021
This article originally appeared in Mortgage Professional Australia

Properties are selling like hotcakes all over the country, but while this has created a challenging environment for home buyers and the brokers assisting them, it could also hold the key for those brokers looking to grow, according to recently appointed Brighten BDM Wendy Goulevitch (pictured).

With more than 19 years’ experience in the mortgage and finance industry, including roles at Mortgage Ezy, Better Choice Home Loans and Infinity Group Australia, Goulevitch has seen the ups and downs of the property market. She told MPA that real estate is booming at the moment, offering a clear opportunity for brokers looking to grow.

“Properties are going on the market and are under contract very quickly at the moment – no matter what state you are in,” she said. “Having a good connection with real estate agents could be key to increasing your business.”

Goulevitch pointed to the importance of sourcing leads through multiple avenues, recommending brokers “try something new” if they want to attract more customers.

She said it was important brokers got to know their customers down to the most minor details when lining up finance, paying close attention to their history as well as their goals and objectives.

“From there, the selection of loan product required and any other services the broker may be able to provide or refer to, to ensure their clients’ best interests are met, will be selected with ease,” she said.

When it comes to submitting the best applications, she said it was important to provide as much detailed information as possible.

“Submission or cover notes are very important,” she said. “Detail everything from the client’s history and goals, down to how you came to service the clients on the servicing calculator, what income you used and why. Provide all the evidence required at submission of the application and complete every detail possible on the application form.”




我的BDM Mikai Ning从我第一次认识她到现在有两年多的时间,非常的专业、超高效,很耐心的聆听和讲解我的每一个问题,即便是在她怀孕期间也专门嘱咐我“不要紧,有问题尽管问,看到一定及时回复”。态度永远超级nice!和她沟通总是让人感到轻松和愉快!我做贷款这么多年,Mikai是我最喜欢的BDM没有之一!我要给她120分的好评

Lulu, 铂腾注册贷款经理人

对Mikai Ning超级好评,她不仅业务娴熟,而且对工作认真负责及时答复无无论是任何时间都会及时回复。节假日有问题咨询也能做到及时回复。对broker超级有耐心和负责,我们非常喜欢和支持Mikai Ning和Brighten!

Fan, 铂腾注册贷款经理人

Brighten的BDM Liwen给我留下了深刻的印象,无论是policy和product方面的扎实度,还是在贷款环节中的任何一个小问题,Liwen总是在第一时间及时给出帮助。Brighten一直给我很好的体验,好的利息和好的BDM和好的credit team,让我总是在第一时间把Brighten产品作为推介给客户的首选

Jinkai, 铂腾注册贷款经理人

Mikai 是一个积极主动,工作能力强,并且拥有良好的交际技能的人。我们和Mikai的合作十分的顺利,希望能和Brighten保持这样良好的合作关系。

Alan, 铂腾注册贷款经理人

我的BDM Leo Liu 在产品方面的介绍为我提供了很大的帮助。 我期待与Brighten和Leo Liu建立更好的合作关系。

Anthony, 铂腾注册贷款经理人

Mikai 是我们的BDM 她很负责任. 能及时的回复我们的问题 如果有policy的update 她也是尽可能的除了email 之外 电话或者message给我们. 确认我们能收到 了解这些变化. 以确认我们能更好的为客人服务. 非常感谢长期以来对我们broker的支持。

Terry, 铂腾注册贷款经理人

非常便捷,利率也比较亲民,铂腾房贷解决了海外客户贷款难题;感谢BDM Mikai 的大力支持。

Yuhui, 铂腾注册贷款经理人


Jakie, 铂腾注册贷款经理人



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