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How to develop mortgage business from accountants

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Yearly Archives: 2016

mortgage-business

How to develop mortgage business from accountants

February 15th, 2016 By roi123

We have had many years of experience in developing relationships with accountants and in this time we have learnt some key factors in harnessing business relationships that quickly fills your sales pipeline. Like brokers, accountants are extremely client centric; they are not going to refer you their precious client unless they have developed some kind […]

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crystal-ball

The crystal ball: What are the property predictions for 2016?

March 21st, 2016 By roi123

Future Financial is a mortgage manager that offers a large range of home loan options. Through our Accredited Introducer network and an ever-growing database of existing customers, we connect brokers and buyers across the country to realise their mutually beneficial goals. Future Financial works with a large number of Accredited Introducers in order to get […]

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calculator

Need Debt Help? How to extract Debt Assistance from your bank

April 12th, 2016 By roi123

Assistance in debt help and debt help in australia. Help with debt repayments and debt relief can be an infuriating experience for people. There are a host of debt solutions in Australia from the Banking Financial Hardship teams to professional Debt Solution companies. Yet sometimes there is that feeling you are not getting the best […]

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bankruptcy

Should I Apply for Bankruptcy? Think Again.

June 21st, 2016 By roi123

To seek out debt solutions families across Australia have to make this very difficult and consequential decision, do I apply for Bankruptcy and seek immediate debt relief? Or are the long term consequences going to put me into deeper problems? This article aims to spell out the pros & cons of Bankruptcy to make it […]

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wa-brokers

How WA brokers are refinancing in a low Val, high LVR market

June 6th, 2016 By roi123

It’s common knowledge that in recent times the WA property market has experience a slump in property valuations, reasons for this are varied and complex including GFC, industries scaling back on local business investment and some business running risky ventures before the fact then hit the insolvency brick wall after the fact. In turn there […]

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business-champ

What Makes Clients Champion Your Business?

October 24th, 2016 By roi123

You put time and money seeking new clients, a common reason for broker burnout is the constant struggle searching for new clients. There are some brokers who spend very little marketing time seeking new clients and most of their marketing time harnessing old clients for good reason, it is far better value for money and […]

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inbred

Is Your Business Inbred?

October 24th, 2016 By roi123

The following is a shortlist of DO’s and DON’T’s to assist in keeping your small business healthy and functional. Some of these mistakes I have made myself and the rest I have observed with business colleagues and clients over the years. Many businesses have gone broke because these basic fundamentals were not observed.   Identify […]

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The Impact of Lump Sum Payments on Centrelink and Pension

October 27th, 2016 By roi123

My name is Wally David. I’m a proud husband and father and I advise people on money for a living. I’ve been doing this money thing for over a decade and have a keen passion for educating people on their options by simplifying information into everyday language and cutting to the chase. I try and […]

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forclosure

Shut the door on home forclosure

October 27th, 2016 By roi123

No surprise to you that banks do not like foreclosing on their customers, it’s bad for business, it’s bad for public image and it’s bad for their internal financial reporting. This is why banks are willing to work with you, conditionally, to remedy your mortgage and get you back on track. However there are countless […]

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Financial hardship

What you need to know about Financial Hardship and banks

October 27th, 2016 By roi123

I had a client once who experienced financial hardship, his wife took him for everything he owned because she spotted him driving around Double Bay in a silver Porsche and a blonde half his age. She had no idea he owned a Porsche and certainly had no idea about the blonde. I wasn’t sure if […]

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  • How to develop mortgage business from accountants
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