Building In-house debt solutions for Accounting practices

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We ensure Accounting practices retain ownership of their clients and the loan trail book, replacing the outdated “referral” methods that have proven cumbersome and unreliable for the vast majority of practices.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