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MFAA Prosper : Mortgage and Finance Brief 08
residential customers to insurance premium finance, trade finance, and debt finance for commercial customers. Having a good understanding of business is important, he says. But while there's a lot to learn, rather than stretching himself too thin, Blackshaw says that having access to a wider range of products means that he has more in-depth financial dealings with each customer. "I tend to touch base with my commercial clients far more often," he says, adding that he frequently refers things like insurance queries from customers to others within his network. The down side of diversifying is that there's far more information to keep on top of, and deals take much longer to put together, says Blackshaw. "But far more potential revenue sources, you're less limited than you are with traditional mortgage broking," he says. Veda’s CreditFlow web tool helps you demonstrate responsible lending compliance for any credit application and generate a consumer assessment report. You can then keep this data for re-assessment or audit purposes. It’ll save you time and money and help remove any shadow of doubt you may have around NCCP. Call or visit Veda vedaadvantage.com/nccp 1300 921 621 Windsor-based Kylie Ravens started Stakks, her broking business, less than a year ago, having worked in-house for aggregator AFG as a relationship manager -- and is already one of AFG's top brokers. "My primary business is residential mortgages, owner-occupied and investment, and I try to offer whatever else comes along so that I'm a bit of a one-stop shop," Ravens says. By working on one scenario for one client at a time and focusing on her customer's needs, she says she's able to research the best options, and keep on top of everything from home loans to insurance to commercial loans and leases. Some of her customers have had complex arrangements involving business guarantees to a bank against their property. "They want financial planning, they want to talk about super and to do it all in one transaction." Ravens says that knowing her own limits and cross-referring to trusted people in the industry has been key to getting through the complex deals. Case study Back office
Mortgage and Finance Brief 07
Mortgage and Finance Brief 09