National Lending Group is a
boutique mortgage aggregator specialising in building in-house debt solution
programs for Accounting practices.
A part of the NewCo Financial
Services family, National lending Group has been servicing the Accounting
industry since 2001 helping practices build in-house debt solutions and build
assets for their business.
It’s all about
ownership and control
We ensure Accounting practices retain ownership of their clients and the loan trail book, replacing the outdated “referral” methods that have proven cumbersome and unreliable for the vast majority of practices.
How? By building and managing
an in-house mortgage broking business that you own.
The result is a genuine
sellable asset for the practice as well as giving them total control over the
client experience.
The process is simple.
National Lending Group has a
unique 5 step process that will build a successful profit centre for your
business:
1. Analyse your business to ensure you have the capacity to support the channel:
o Do you have enough clients?
o Is the client base at the right stage of life? and
o What other affiliates do you have to tap into?
2. Determine if this is a salary employee or contractor, based upon:
o The size of your business; and
o Your end goal with the loan book.
3. Recruit the right loan writer for your business;
o Crucial to ensuring the program works efficiently; and
o Is aligned with your long term aims.
4. Implement referral strategies with all stakeholders including:
o KPI’s on referrals;
o Referral training – who, how and when to refer your clients for debt solutions;
o Marketing to your database (Always done and signed off by you – we just give you the tools, we will NEVER ask for your database);
o Hosting events for key clients;
o Cross selling strategies into other applicable channels you may have or would be willing to build (Asset Finance, Financial planning, Risk insurance, General Insurance etc)
5. Ongoing sales management of the mortgage business so you can keep your focus on your core business.
To book a confidential
consultation, call Steve Lake, NLG National Business Development Manager on
0406 076 828 or email slake@nlg.com.au